Instructions in this document describe how to edit a form and its default fields to meet your needs. 

As you work on your form, it is recommended that you save your work often, especially for complex registration forms, using the Save Changes button at the top of the screen. Any time a change has been made, the Save Changes button will turn orange. A grey Save Changes button indicates that nothing has been updated since the last save.

1. Editing the form 

To start, click the pencil icon in the row corresponding to the registration form you wish to design.

Four sections of data fields can be modified: Personal Information,  Address, School Information, and Relationships.

2. Reordering default fields on the form

System default fields for each section are displayed below the list of the four sections. 

These fields can have their order changed, renamed, marked as required, conditionally hidden from view, and/or removed.

Using the drag handle icon below, drag the fields into the desired order on the registration form. For example, you could drag the last name before the first name. 

The field will turn transparent, and you can then drag and drop it in the desired location, which will be highlighted in a light blue dashed line.

3. Editing field settings

Use the gear icon to open a modal displaying various options for each field.

The Field identifier field is the system name for the data field. If you would like to change that name on your form to something else, you can do that in the Label field. 

Next, decide if the field should be required for this registration form. Click the Required Field toggle to adjust its position. The toggle will turn green if the field is required before the form can be submitted.
 

4. Field Visibility and Dependencies

When do you want the field to show? The options for the Visibility field are "Always show" and "Depends on."

If the field should always show on a form, choose "Always show."

If the field should only show on this registration form when a previous field's data is a certain value, choose "Depends On." 

Then, using the Show this field when dropdown, choose the field the visibility depends on. 

These "dependent" fields must be Pick List / Dropdown type fields that appear before this field in this section. 

Use the drag handle icon demonstrated above to move dependent fields above the field on which you want to base visibility. If there are no such fields, "No available options" will appear in the Show this field when dropdown.

Then, choose the field value in the Has value of a dropdown menu. In this example, the field in question would only show if the "Adult" field is marked "No."

The options in the dropdown menus for Show this field when and Has a value of will vary based on the field selected.

This "Depends on" feature is most commonly used for data fields that may have an "Other" value option. If the "Other" value in the dependent field is selected, this "depends on" field will appear. 

When you have completed setting up the field with its correct label, required status, order, and visibility, click the Done button. 

Registration forms can be further modified with other elements and custom fields.

See these documents to learn more about Adding Elements to your Form and Adding Custom Fields to your Form.

Creating and Managing Registration Forms Document Guide Home