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      Configuring the Fields on Forms

      With Rosterfy's new Form Builder, personalising your forms is simpler than ever. In this guide, we will explore various methods to tailor your forms to meet your specific needs.

      IN THIS ARTICLE: 

       

      Configuring the Fields on Forms

      To configure a field, click the ellipses > Configure.

      The configure field popup will be displayed, here you can fully configure the field to suit your needs.

      See below for a breakdown on the options available in each tab.

       

      General Tab

      The General Tab will allow you to configure how the field will be displayed and any additional hints or messages you would like displayed to the Users.

      • Label: This is the name of the field displayed to the User on the form.
      • Hint: This is the blue circleImage of the Blue Circle with information the User can hover on for more information.
      • Message: This information is displayed below the field for more information.
      • Is Mandatory?: This allows you to select or deselect whether a field is required before a User can submit the form.

      Example image of a Hint and a Message.

       

      Advanced Tab

      The Advanced Tab will allow you to control more configuration of the field.

      • With Confirmation?: This advanced option will repeat the question, to have the user confirm their answer. Commonly used for password entry, or email addresses. The fields will need to match before the user can submit / save the form.
      • CSS Classes: This can allow for customised styling to an attribute on a form.

      Note: This is advanced functionality and should only be used by those comfortable with CSS classes.

      • Show as Dropdown: This will change the field from a checkbox to a dropdown selection.

      Example image of the checkboxExample image of the dropdown

       

      Visibility Tab

      The visibility tab allows you to control when a field is shown on a form, based on the rule you set. This can be useful if you want to ask only a certain portion of your volunteers a specific question. 

      For example, you may ask if your volunteers have any dietary requirements, a followup question asking them to provide more information, would only need to be displayed if the volunteer answered, yes.

      For more information on visibility rules, check out the Field Visibility Rules on Forms article.

       

      Field Visibility gif, showing how to change the visibility