In this lesson we’ll review how to set up the forms in your system. First, let’s get a form to work with. You can create new ones, copy old ones, current ones. Clicking the pencil will allow you to change the forms title and functionality, clicking “Edit Fields” will allow you to change the content of form, and clicking the trigger button will let you control who should see the forms.
Let’s start with editing the fields in a form. You’re generally able to edit text just by clicking on the text you want to edit. You can change the order of fields by mousing over the grey tab on the left side of the field, clicking and dragging. Adding fields is pretty easy, just click “Add Fields” and a list of options shows up at the top. Between short answer, multiple choice, and free text fields you’ll be able to build the bulk of most registrations. There are other options that Regpack staff can configure for you, such as file uploads, e-signs and payment schedules. You can check out the widget article in the support center for more information about how these get added to your system.
All fields have a few common options: For important questions, you can click the red circle to mark the field as mandatory. Additionally, if you click “Options”, you’ll see the option to copy a field, hide it from new applicants, and more. Note that different fields have different options so you’ll want to explore the options for each. But today let’s explore the most common ones together.
For multiple choice you’ll notice immediately that you can add, hide and delete choices. If you click “Options”, there’s even more. Multiple choice can look three different ways. First, a drop down selection where the first field is the default answer, second is an expanded radio display, and the third allows for users to make multiple selections. Next you can trigger fields to appear. Generally, triggers are used to control whether someone will see something or not.
For instance, we’d want only the people who select “other” to see the other box. So to trigger the “other” field, we’d click it, click “trigger”, then find the correct answer choice, click to add the event, and then click that’s it. Now keep in mind you can do this in bulk by clicking set bulk trigger and even trigger questions to appear between forms. Make sure though that when you’re doing this only trigger between parent form and parent form or between child form and child form.
Now that we’ve covered the basic functions of form building, let’s take a look at how you control the functionality of the forms. Mouse over a form, click the pencil and the form configuration window will appear. Here you have a number of options. Let’s look at the most important ones. First, you can change the title of the form and make sure you’ve set the form to the appropriate level. Remember, “parent” indicates the forms you want the head unit to fill out, such as parent information or company information, and “child” indicates the information you want each of the sub units to fill out.
To delete a form, click “Delete” at the bottom and confirm the deletion. Past that, the four options below the name are the ones you use the most often. If the form is mandatory it means the form is marked as complete only once all mandatory fields on that form of been filled out. Note that a user can still move past a mandatory form, it just won’t mark as complete. A form marked as mandatory will appear as a red circle. and yellow means it’s not mandatory. If you need to prevent a user from moving past a form until all of the mandatory fields are completed, you can choose the fourth option, which roadblocks the form. This option is best reserved for only the most critical forms though, since it will prevent users who are missing information from moving forward in the process. Once the form is road blocked a circle with a line through it will show up next to the form.
The admin form option means that only your admins will be able to see this form, and allows you to answer questions about an applicant, which can be really useful! An admin only form will have a little admin next to the form’s status bar. Lock form once completed will stop users from going back and changing their answers after they finish the form. This is great for medical information forms, forms the user e-signs or anything else you don’t want altered once the form is filled out. A lock will appear next to the form’s status bar when you choose this option.
The last thing you can do with a form is trigger it. Now, every form which you want to be a part of your applicant’s registration needs a trigger. The basic trigger for a parent form is “user registers” and “child created” for child forms. That said, you’re also free to do more specific triggers based off of questions they answer, products they order, or a number of other events. Now that we’ve gone through the forms in detail, test the front end as a user, look for any problems and then edit the appropriate form in the back end.
Good luck and as always feel free to contact firstname.lastname@example.org if you have any questions.