1. Adding Custom Fields
To add non-default data fields to the registration form, they must first be created in the Custom Fields area of the system. To learn how to create custom fields, please see this article.
After creating the custom field, it will be displayed in the Add Field section on the right side of the screen.
For a custom field to appear here, it must be created in the corresponding area for custom fields. For example, this screen shows the custom fields for the Participant - Personal Information section, including Shoe Size (kids). Any fields created in other categories or sections will not be available to be placed in this section of the registration form.
This section still offers any fields that were previously removed from the form. The State Participant ID field is listed in the example below.
To place the field on the form, click the field name in the Add field list at the right. This will open a modal window where you can modify the field's information, required status, and visibility.
2. Editing Custom Field Settings
You can change the field label for this registration form if you would like. In this example, the field name was Shoe Size (kids); it was changed to Shoe Size (3.5-7) for this form.
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 must be completed before the form can be submitted.
3. 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.
The only "dependent" fields listed are Pick List / Dropdown type fields that appear before this field in this section of the registration form.
Use the drag handle icon demonstrated above to move dependent fields above the field on which you want to base visibility. If no such fields exist, "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.
The field will be inserted at the bottom of the registration form. You can then move the drag handle icon to the desired place on the registration form.
Like with default fields, use the gear icon to change a custom field's settings or remove it from the form.
Confirm the removal on the next Are you sure? screen with Yes, delete. If the field has already been used on any submitted application, it cannot be removed from the form; this will be indicated by a grey-colored "Remove...." text and a grey-colored trash can icon.
When you have updated your form with edits to default fields and have added and ordered elements and custom fields as desired, you are ready for the final review of your form. To learn more, see the last article in this series, Registration Form Final Review and Preview.
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