Engraving Order Form Setup Guide

An engraving form should collect the exact text and the production choices needed to make the item. This setup uses a clear engraving choice, a short text field, and controlled font and position options. Build it in COLY and test the details through a complete order.

Setup tutorial · COLY · Updated 2026-09-07 · By Activory

Try the storefront example

Select Yes to show the dependent fields. Enter some text, then select No. Use Phone width to check the form on a small screen.

Storefront example

This example uses COLY storefront code with sample data and the settings below. Your theme’s fonts and available width can change the result. Example links show their destination; purchase controls use a sample cart. Use the checks below to confirm the finished setup in your store.

Build it in COLY

The images below show the COLY form code with local sample data, captured on 2026-09-07. Shopify navigation and action bars are outside the cropped area.

1. Name the form

Open COLY → Forms and create a form. Enter Engraving Order Form in Form name. This name is for your admin. Set Status to Published when you are ready to save the finished setup.

COLY Form name set to Engraving Order Form and Status set to Published — Use a name that helps you identify the form in COLY. Select the image to view it at full size.

2. Add and configure the fields

Open the first field card. Choose its Field type, then enter the settings below. Select Add field for each further row. Keep the fields in the listed order. Leave Placeholder blank and Display fields based on quantity off for these examples. Keep Pricing rule at None, where shown, and option price adjustments off.

Open each field below to see its full settings and screenshot.

1. Add engraving — Radio button

Set Field type to Radio button and Label to Add engraving.
Select Is mandatory. Clear Hide by default.
Leave Helper text blank for this example.

In Options, enter one choice per line:

Yes
No

COLY Radio button settings for Add engraving in Engraving Order Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

2. Engraving text — Text field

Set Field type to Text field and Label to Engraving text.
Select Is mandatory. Select Hide by default.
In Helper text, enter: Up to 20 characters. Enter the text exactly as it should appear.
Leave Minimum characters blank. Set Maximum characters to 20.

COLY Text field settings for Engraving text in Engraving Order Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

3. Font — Select field

Set Field type to Select field and Label to Font.
Select Is mandatory. Select Hide by default.
Leave Helper text blank for this example.

In Options, enter one choice per line:

Serif
Sans serif

COLY Select field settings for Font in Engraving Order Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

4. Position — Select field

Set Field type to Select field and Label to Position.
Select Is mandatory. Select Hide by default.
Leave Helper text blank for this example.

In Options, enter one choice per line:

Front
Back

COLY Select field settings for Position in Engraving Order Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

5. Production note — Textarea

Set Field type to Textarea and Label to Production note.
Clear Is mandatory. Clear Hide by default.
In Helper text, enter: Tell us about this item. We will contact you if we cannot meet your request.
Leave Minimum characters blank. Leave Maximum characters blank.

COLY Textarea settings for Production note in Engraving Order Form — Match the label, helper text, and field settings shown here. Select the image to view it at full size.

3. Review the field list

Select Collapse in each field card to check the labels and order. Required fields must show Is mandatory when you open them. The helper text should tell customers what to enter.

Completed COLY field list for Engraving Order Form — Check all 5 fields before you set the display rules. Select the image to view it at full size.

4. Show the dependent fields after Yes

Open Field condition and select Set up conditions. This step needs a plan with conditional fields. Keep Hide by default selected on the dependent fields shown above.

Set If field to Add engraving, Operator to equal, and Value to Yes. Set Then field to Engraving text and Then action to Show field. Select Add condition for the next rule.
Set If field to Add engraving, Operator to equal, and Value to Yes. Set Then field to Font and Then action to Show field. Select Add condition for the next rule.
Set If field to Add engraving, Operator to equal, and Value to Yes. Set Then field to Position and Then action to Show field.

COLY conditional rules that show the dependent fields in Engraving Order Form when Add engraving equals Yes — Check both the triggering field and the field that each rule shows. Select the image to view it at full size.

5. Choose product-page placement

Under Storefront placement, set Show this form on to Product pages. This matches the storefront example above.

COLY Storefront placement set to Product pages for Engraving Order Form — Use Product pages to collect details for the item the customer is buying. Select the image to view it at full size.

6. Limit the form to your test products

In Shopify, add the product tag engraving-order-form to your test product and save it. In COLY, open Display condition, set Attribute to Tagged with, then enter engraving-order-form in Matches with and select the matching option. Only add this tag to products that should use this form.

COLY Display condition set to Tagged with and engraving-order-form — The same tag must be present on the Shopify product and in this form rule. Select the image to view it at full size.

7. Save and check the storefront

Check the form fields and rules, then select Save in COLY. Open the test product template in the Shopify theme editor. Add Coly - Form fields near the purchase controls, keep the default field design for this example, and save the theme.

Open the tagged product in the storefront and enter test details. Select Yes and No to check that the dependent fields appear and disappear. Add the item to the cart and check its submitted details. Complete the finished setup checks before you use the form on products for sale. See the COLY setup guide for the Shopify theme controls.

Example settings

Add engraving: Required; choices: Yes; No.
Engraving text: Required; hidden until Yes is selected; maximum 20 characters. Helper text: “Up to 20 characters. Enter the text exactly as it should appear.”
Font: Required; hidden until Yes is selected; choices: Serif; Sans serif.
Position: Required; hidden until Yes is selected; choices: Front; Back.
Production note: Optional. Helper text: “Tell us about this item. We will contact you if we cannot meet your request.”

Sample data and content

Use these values for a test. Replace them with checked product data, published destinations, and offers that your store can supply.

Field label	Field type	Required setting	Configuration note
Add engraving	Radio	Required	Yes; No
Engraving text	Text	Required when shown	Show when engraving is Yes; max 20 characters
Font	Select	Required when shown	Only approved production fonts
Position	Select	Required when shown	Front; Back
Production note	Textarea	Optional	Use for clarification; no extra work promise

How do I limit engraving choices to work I can supply?

Limit choices to combinations your production team can supply. A text field is useful only if its length and character rules match the available engraving area. Keep the no-engraving route simple. If engraving has a fee, configure and test pricing separately from this form setup.

Confirm the maximum text length, supported characters, and valid positions with the person who produces the engraving.
Add the engraving choice and keep dependent fields hidden until the customer selects Yes. Check conditional-field plan access.
Use required fields for the production decisions. Write a helper message that tells the buyer whether letter case is reproduced.
Assign the form to engravable products and submit a test order with mixed-case text and a valid position.

Read the COLY setup guide for the full app controls and placement options.

Check the finished setup

Switch Yes to No and confirm that hidden engraving details do not confuse the cart or production order.
Enter the maximum allowed text and one character more to test the actual input limit.
Read the completed order as a production operator and confirm that text, font, and position are unambiguous.

Common mistakes

Do not use a free-text font field when the workshop supports only a fixed list.
Do not imply that a displayed option charge is applied at checkout without testing the pricing configuration.

Supported use

This plan collects product order details. It does not configure fees, stock, appointments, or shipping services. Check plan access for conditional fields. Test each purchase route in your theme and verify that the intended details reach the order before you accept custom work.

COLY features, current app plans, and COLY conditional logic explain the supported setup.

Browse all COLY tutorials. Read how the examples are made or report a correction.