Forms
      Back to home
      1. Help Center
      2. Forms

      Customising 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: 

       

      Customising Forms using the new Form Builder

      You can customise many features of forms using the new form builder, here we will take you through some features and settings.

       

      Note: You can check what form builder you are using by the information header. If you are using the new Form Builder it will say you are. If not, you will be presented an option to change to it.

       

       

      Adding New Fields to a Form

      To add a new field to your form, you can simply drag the field to the right hand side into the position you want it, or you can click the arrow for the field you want,

      All available fields for the form type you are using will be displayed in the Available Fields list on the left hand side. They will be grouped into categories, you can simply click on a category to see the fields in that category.

      If you already know the field you want to use or are unable to find it in the categories, you can use the Search Bar at the top of the Available Fields section, using keywords to quickly find your desired field.

       

      Gif displaying how to add fields to a form.

       

      Rearranging Fields on a Form

      You can rearrange all fields on a form by simply using the drag handle or by clicking the ellipsis and selecting what action you would like.

      Most fields can be grouped side by side, by simply dragging them into position to the left or right of another field on the form.

       

      NOTE: Please note that some fields or special items (such as content) cannot be half-width on any forms.

       

      Gif showing how to rearrange the fields on the form.

       

      Mandatory Fields

      Some forms will have mandatory fields, these are unable to be hidden and depending on the form may not be removed.

      Mandatory fields will be shown with either a red triangle Image of the red triangle or a jade star Image of the jade star  to symbolise they are mandatory:

      • Red Triangle Image of the red triangle: This field cannot be removed from the form and must be completed by the User. 
      • Jade StarImage of the Jade Star: This field can be removed from the form, however if included, must be completed by the User.

      To change a standard field to mandatory, click on the ellipses against the field > Select Make Required.

       

      Adding Extras to Forms

      There are additional options to add to forms, e.g. content, page breaks, tab breaks and more.

      You can add these to your forms, from the Extras category in the Available Fields menu.

      • Content: These fields can be used for free text on your forms, e.g. headings, disclaimers, instructions etc. You can use the Content field to add text, images, videos, tables, links, files or merge tags.
      • Page Breaks: Allows you to seperate your attributes across multiple pages for your Users. Allowing for a cleaner form view if you have many questions.
      • Tab Breaks: This will enable you to create sections on the same page for you to group your attributes together.

      NOTE: Please note not all extras will be available on all form types.