Custom Form

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.

  1. Additional Info (Class Custom Form): If a Class Custom Form is configured for the session, the system will prompt the completion of this Additional Information during the Registration process. Fields that are marked as Mandatory must be completed before Registration can continue. This information can be included for printing on the Enrollment Report. It can also be viewed and edited by the back office when viewing the Invoice Details in User Management-View User Option-View Order.
  2. Member Information (Member Custom Form): If a Member Custom Form is configured for completion during the session registration, the system will prompt the completion of this Member Information during the Registration process. If it was already completed when the Member was created, the information will be displayed and can be modified, if necessary. Fields that are marked as Mandatory must be completed before Registration can continue. This information can be included for printing on the Enrollment Report. It can also be viewed and edited by both the back office or shopper on the User/Member Additional Information tab. 

    • Related Articles

    • Inactivate/Delete Custom Form

      To inactivate/delete a custom form, click on “Configuration” & select “Custom Form”; then, hover over the Action icon to the left of the custom form, & select “Delete” or “Make Inactive.”  ​A Custom Form cannot be deleted if it is associated with a ...
    • 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 ...
    • 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 ...
    • 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 ...
    • Custom Labels

             The Digital Signup system comes with pre-configured field labels.  These can be customized to meet the needs of an organization.  For example, Digital Signup has a catalog level called “Class.”  An organization may change that label to be ...

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