Create a New Form Category
Go to Settings → Forms → Create New Category
How to Edit a Form Category
Click Edit Category beside the category name
How to Delete a Form Category
Click Edit Category beside the category name → Delete Category
Note: You cannot delete a form category with forms in it. You can switch the forms to another category by clicking the gray dots to the left of the form and dragging it to a different category, or by clicking edit form properties beside the form and changing the category and clicking update.
Note: Forms must be placed in a category in order to be active in your system and visible to users.
Create a New Form
To create a new form, go to Settings → Forms → Create New form
In group systems, select Parent or Child form. The parent forms are shown once per account, and the child forms are shown for each child/attendee/sub-unit on the account.
How to Delete a Form
Go to Settings → Forms → Edit Form Properties → Delete
We do not recommend deleting forms that are on user's accounts! Here are some alternatives:
Hide the form from users by marking it admin only
Stop adding the form to users by deleting the trigger. Go to Settings → Forms → click the lightning bolt beside the form → Delete. The lightning bolt will no longer be purple.
If users have the form
There will be a popup explaining the consequences and number of impacted users. If the form is deleted, the information entered into the form will be lost.
Edit Form Properties
To access the form settings go to Settings → Forms → click Edit Form Properties
In group systems, select Parent or Child form. The parent forms are shown once per account, and the child forms are shown for each child/attendee/sub-unit on the account.
Form Settings
Form Type (Group System only) - Forms that should be answered once per account are parent level forms. Forms that should be answered for each attendee are child level forms.
Category - The form category only shows on the back end, and is a way for admins to organize the forms.
Name - This is the form name, which shows on the back end and the front end
Mandatory - Is the form mandatory for registration to be considered complete? This is represented in the user's status bar
Auto Lock - When turned on, the form cannot be edited on the front end once it's complete
Roadblock - prevents users from proceeding to the next form if the mandatory fields are not complete. Each field can be set as mandatory or not
Admin Only Form - the form can be on user's accounts, but is only visible to admins on the back end
Anonymous - users are able to access the form without creating an account or logging in.
Here's how to create an anonymous project
Availability/Expiration Date - the form is available to users during a certain timeframe - starting on a particular day and/or ending on a particular day
Form Completion/Submission - the form is marked complete when the user completes all the mandatory fields, when they complete the mandatory fields AND have viewed the form, or only when marked complete by an admin
Note: The checkout form only marks complete once the user has paid in full.
How to Add a Field to a Form
Go to Settings → Forms → Edit Form Fields → select the field type from the left side panel.
Add to top - adds the field to the top of the form
Add to bottom - adds the field to the bottom of the form
Drag and drop - click on the field and drag it to the location on the form you'd like it to be
Click on the field to edit it
Changing Form Order
You can change the order in which your forms appear for your users quickly within the Forms module.
- Head to Settings → Forms.
- Hover over the form you wish to change the order of. On the left side of the form, you will see 6 grey dots that you can click on to drag the form to the order of your choosing.
Notes
- Changing the form order will relocate the form in the application flow for your users. Be sure to think carefully about the changes you make to the order of your forms before making the change.
- In a family/group project, the first form that is triggered to appear when Registration → User Account Created will appear before any child/sub-unit forms.