Forms Tab

The forms tab on the Forms page allows organizations to create custom forms and post them on their website. All functionality for this tool is accessible by being on the Forms tab of the Forms page.

Prerequisites

If you are creating a Registration Form or Activity Registration Form, you will need to setup a product and one or more variations you want to use for the registration options.

Form Info

• Form Category: the selected form category impacts the visibility of certain form setting fields and sets default form fields.

  • Basic: a basic form that cannot receive payment (all packages)

  • Activity Registration Form: created when an activity is added (facility packages)

  • Custom Log Form: a form that can be used on custom logs. This form type requires the person filling it out to be an employee.

  • Participant Registration Form: created when the Create Participant Registration Form option is turned on in the Seasons tab on the League Settings page (league package).

  • Personal Form: a form that allows the form submission to be connected to a participant, but does not require them to “register” for anything.

  • Product Form: a form that can be used for ticket and membership products to collect additional information from customers.

  • Registration Form: a form that includes registration options and can include payment. Be sure to set up the product and variations you want to use for these forms prior to creating this form. (all packages)

  • Resource Request Form: a form that can be used as a template for resource requests (facility packages)

  • Signup Form: a form that can used as a template for the Signups feature

  • Sub Registration Form: created by a system admin when leagues need a form to register subs (league package)

  • Team Registration Form: created when the Create Team Registration Form option is turned on in the Seasons tab on the League Settings page (league package)

  • Notes on form categories

    • If you select a form category other than Basic, you will be unable to change the category for this product in the future.

    • Once these forms have been created, do not delete them until you no longer need the form’s submissions

    • Forms assigned to one of the registration categories (Activity, Participant, Personal, Registration, Resource Request, Signup, Sub, or Team) will require the registrant to either login or will be sent a 6-digit code to their phone or email to register. These forms will automatically include a contact information section that will automatically collect and update the participant, meaning you do not need to manually add contact fields. Basic forms do NOT require a login or code and will NOT automatically collect or update a registrant’s contact information.

• Title: enter the title of the form

• Open/Close Dates: if you set open and close dates, then the form will not open before the open date and after the close date. If you do not set open/close dates, then it will be accessible all the time.

• Require Payment: enable this field to require payment to submit the form. This field is only available for registration form categories.

• Active: must be enabled for the people to be able to complete the form and for the form to show up in the Forms filter on the Submissions tab and

Registrations

This section will only be visible when you are building a Registration Form.

• Registration Product: select the product category and product to assign to the registration options.

• Allow Multiple Registrations: Enable to allow participants to add and register for multiple registration rows (options) on the same form.

• Age Restriction: Enable to add age restrictions to the registration options.

• Capacity Restriction: Enable to set capacity limits on this form. If enabled, you will be able to set additional preferences for how to manage capacity.

  • Global Capacity Restriction: Enable to set a global capacity limit rather than an individual capacity limits on registration options.

  • Show Remaining: Enable to show remaining spots available on public page.

  • Waiting List: Enable to offer a waiting list when registrations reach capacity.

• Registration Options: Click the Add Registration Option text below the table to add registration options. You can add as many as you want. The price is determined from the variation you select which is based on the product you selected above.

Form Fields

The form fields section allows you to customize the specific fields on the form. All forms except Basic forms comes with some predetermined fields that cannot be removed, but you can still add more custom fields to the form and reorder them.

• Add: When you click add Form Field, a list of Form Field options will appear in a popup window. Click on one and then enter the label you want next to it and whether you want it to be required. Then click the save button.

• Edit: Hover over the form field and click the Edit icon. Follow the prompts to make changes and resave it.

• Move: Click and drag on the form field to change the order of the form fields.

• Delete: Hover over the form field and click the Delete icon. A popup window will appear asking you to confirm you really want to delete that field. If you delete it, all entries for that field on existing form submissions will also be deleted.

Form Triggers

The form triggers section allows you to create trigger events on your form such as showing or requiring a field when the registrant selects a certain response to another field. Below is an explanation of the fields in the triggers table. Note that the form must be saved before you will be able to add form triggers.

• When: the field that the registrant responds to. Only fields that are drop-downs or toggle switches will show up in the list.

• When Operator: Is or Is Not, similar to Equals or Not Equal To.

• When Value: the value selected by the registrant that you want to trigger the action.

• Do Action: Show, Hide, or Require a field.

• Do Field: The field you want to Show, Hide, or Require.

• Note: If you are using a trigger to show a field, you will need to hide the field by default. Similarly, if you are using a trigger to require a field, you will need to not require the field by default.

Confirmations

• Send Admin Email: enable to send a confirmation email to the listed admins when someone completes this form.

• Send Registrant Email: enable to send the registrant an email when they successfully complete the form.

• Confirmation Message: custom message form registrants will receive when they successfully complete a form.

• Admin Email Recipients: admins that will receive emails when someone completes this form.

• Note: if payment is required on the form, registrants will automatically receive an email informing them of their payment.

Obtaining a Form Link

To obtain the link to a form, click the Copy Link icon from the Actions column in the table.

Obtaining a QR Code to the Form

To obtain a QR code to a form, click the Get QR Code icon from the Actions column in the table. A popup will appear with the QR code and a button to download it.

Copying a Form

To copy a form, check the box next to the record in the table and click the Copy icon below the table.

Note: Copying a form will only copy the form itself and not the form submissions.

Deleting a Form

To delete a form, check the box next to the record in the table and click the Delete icon below the table. A popup window will appear to confirm you want to delete it, and if so, click Delete. Once deleted, the form and submission records cannot be recovered.