Introducing Rosterfy's revolutionary new form builder, with enhancements to functionality and usability. This article will provide a detailed overview and offer guidance on how to make the most of this new tool.
IN THIS ARTICLE:
New Form Builder - Overview
The Rosterfy Admin Console now features an updated form builder that offers enhanced functionality and user-friendly design, including:
- An improved interface.
- Ability to create forms tailored to how they will be used.
- Drag and drop functionality.
- New preview function to view as you build.
- Search function to find specific fields for your form.
- View recently created fields at the top of your list.
To use the new Form Builder, follow the below simple steps.
- Navigate to Forms > List.
- Either click Create to start building a new form, or select a current form to edit by clicking the ellipses > Update.
- If you are using the old form builder, you will either be presented with a pop up to use the new Form Builder, or at the top of the screen will be given a hyperlink to try it out.
Customising Forms using the new Form Builder
You can customise many features of forms using the new form builder, including adding new fields, rearranging fields, mandatory fields and extras.
Check out the Customising Forms article for more information.
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.
Configuring the Fields on Forms
The new Form Builder allows you to configure the fields within your forms to suit your requirements, including controlling the visibility, changing the labels, assisting your users with hints and messages.
Check out the Configuring the Fields on Forms article, for more information.
Form Settings
The Form Settings feature ensures that your forms are configured precisely to your requirements.
Check out the Form Settings article for more information.
Form Content
This tab enables you to customise the messages presented to users for various interactions with the forms.
You can include text, images, videos, links, tables, buttons and mail merge tags within these messages.
Closed Form Message
This message will be displayed when a user accesses the form after the form has closed.
Success Message
This message will be displayed to the user when they successfully submit the form.