We have improved the Form Builder to enhance its functionality and usability. In this article, we 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
- Customising Forms using the New Form Builder
- Configuring the Fields on Forms
- Form Settings
- Form Content
New Form Builder - Overview
The Rosterfy Admin Console now features an updated form builder that offers enhanced functionality and user-friendly design.
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, 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.
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.
Mandatory Fields
Some forms will have mandatory fields, these are unable to be hidden and depending on thr form may not be removed.
Mandatory fields will be shown with either a red triangle 
or a jade star 
to symbolise they are mandatory:
- Red Triangle
: This field cannot be removed from the form and must be completed by the User. - 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.
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 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.
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.
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.
Form Settings
Below the Form Settings have been listed with a brief explanation as to how they work.
Not all of the options below will show on all form types.
Form Title
This is the form name visible to users. It will be displayed at the top of the form on the volunteer portal.
Note: Each form can be given additional form titles per locale.
Admin Label
This is the name admins will see within the admin console, this is not visible to volunteers.
Type
The form type is unable to be changed after the form has been created.
However different form types can behave differently, and be used in different parts of the platform, so you can check the form type here.
Publicly Accessible
This option will generate a link that is accessibly without the need to login to Rosterfy.
Allow Family Member Creation
Selecting this will add the Family Member add button to the form, allowing users to add child family members within the one form.
Form Automatically Closes?
If you select this box, you will be presented with the option to select a date, time and timezone for when you would like the form to close and no longer allow volunteers to complete it.
Note: You must choose a date/time for the form to close. Leaving these fields blank will mean the form will not close.
Please check out, Form Content Tab for instructions for adding a closed message for the form.
Category
Allows you to group forms together into categories for future filtering ease.
Show Confirmation Page?
Allows you to add a confirmation page when using more than one page in a form. A confirmation page will be displayed to advise the user that the information has been saved before they progress to the next page of the form.
Note: Confirmation pages are only available for forms with more than one page.
Rules
Any rules that have been added to the form or any fields on the form will be displayed here.
By default this will show [] if no rules apply.
Note: This is advanced functionality and should not be edited manually. Please speak to Rosterfy before making any changes to this field.
Ask User if they Need Accessibility Mode
This will add an additional question to the beginning of the form asking the user if they require accessibility mode enabled.
If the user selects this option, this will modify certain features of the portal to be more accessible for visually impaired individuals.
Prevent Form Resubmissions
Enabling this setting will prevent users from submitting this form more than once.
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.