Adding a Custom Form

To add a custom form, click on "Configuration" & select "Custom Form"; then,click the "+" in the upper/right.  Enter a name for the form, & select the form type from the dropdown.  If form type selected is "Member", select one or both of the activity options (member creation &/or member registration).  Next, click, drag & drop a field from the available options along the right to the area in the center of the screen.  To edit the field, hover over the dropped field, & click the pencil icon to edit. Identify if the field is required, & make additional modifications as needed (i.e. label/name, available options, etc.); then, click "Close" to save & close the field edit.  Continue to drag/drop & edit additional field options to create your form.  Once complete, scroll to the bottom of the page & click "Save". You will return to the Custom Forms listing page, where the custom form will now be displayed.

To change the custom form field display order, click & drag the field while in edit mode.

• Related Articles

• Custom Form

  Custom Forms are used to capture additional information that is needed for all Users and Members and/or only for specific Classes/Sessions. Additional Info (Class Custom Form): If a Class Custom Form is configured for the session, the system will ...

• Add Member

  To add a member to the account, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click “View Members”; then, click the ...

• Viewing/Editing a Custom Form

  To edit a custom form, click on "Configuration" & select "Custom Form"; then,hover over the Action icon to the left of the custom form, & select "View/Edit".  The custom form will open in view mode. To modify the custom form, click the pencil icon in ...

• Custom Forms Overview

  Custom forms allow an admin user to create a form using a variety of field options in order to gather additional information.  The types of forms can be specific to a user, member, or class, & will be prompted accordingly based on the form's selected ...

• Adding a Class (Class Registration)

  To add a Class Registration class, first select the Class Registration module. Hover over Catalog Management, & select "Class". A list of existing classes is displayed. Click the "+" in the upper/right to add a new class. You will then proceed ...