In this lesson we’ll explore the forms in your system. Believe it or not Regpack is actually built on seven years of PhD level research. The concept was simple: to create a highly functional database, just by deciding which questions you wanted to ask your applicants. Forms are the foundation of this database, and based on the information in your forms you’ll be able to filter information, generate reports, send a personalized emails, control the flow of the registration process and much much more!
So let’s get started. Forms are viewed in the front end by your users, but in order to make changes to them, you use the back end of the system, accessible only to administrators. To get to the forms, you mouse over the Settings tab and click “forms”.
Let’s break down some basic concepts first. The forms in the family system are broken into four basic categories: the parent forms, child forms, the system forms, and the deleted forms. The terms “parent” and “child” describes the head unit/ sub-unit relationship. Think of it like this: if you have families registering you want the family information in the parent forms and all the children’s information in the child forms. If you’re registering companies for a conference, the parent forms will be the company information and the child forms will be the employee information. And so on…
You’ll notice each child and each parent has a progress bar. This bar reflects what percentage of their forms have been completed. Because the parent level and the child level each have their own
individual sets of forms, these numbers can be different for each member of the group, but notice children will always have the child forms and parents will always have the parent forms.
Now moving on, system forms are responsible for a lot of the basic functionality, they’re mainly just tools to ensure everything is working correctly. like the register page, the login page, the dashboard, and the thank you for your payment page. While most of the time you don’t end up touching the system forms, don’t be frightened if you need to. Feel free to add a free text field up at the top of the dashboard. And if you’re unable to change the language you see, contact our support team for assistance. Finally, you see any deleted forms down at the bottom. This is like your recycle bin on your computer, just in case you delete a form by mistake.
Now that we’ve classified all of our forms, let’s go ahead and talk about organization. We’ve already covered that we have two levels: parent and child for each of these groups the system will move linearly from parent form to parent form or child form to child form. Because it groups the form by level first and form order second, this setup would work the exact same as this setup even though the parent form comes later in the sequence. So to avoid confusion it’s generally a good idea to group your parent forms with your parent forms, and your child forms with your child forms.
Otherwise, you are free to group forms into whichever categories you’d like to help keep yourself organized.
To create a category simply click the “Create Category’ button, enter the information and you’re done. To change the order of categories, click “actions”, “order categories”, and drag to adjust the
Hope this helps, and as always feel free to contact firstname.lastname@example.org if you have any questions.