Form Type Overview

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There are different types of forms that allow you to collect user information added to the relevant setting to collect information from a user.

You can add a form by:

1. Click Users

2. Click Forms 

3. Click Create New

4. Add Name

Note:- The Name will be visible to the User when completing any Interaction Form

5. Select Form Type

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Here you will see the different form types available:

 

Form type Description Module location found
Anonymous Form Collecting general information for admin to view without user identifying information.   Portal / web url

Event Shift Signup

Collecting information when registering to a specific shift.  Shift settings

Event Shift User Interaction

Collecting information as part of shift that has been registered. Examples of this include check in or check out forms.   Shift settings

Event User Interaction  

Generating expression of interest for pre-event signup

Collecting Post Event information

 Event setting
Role Offer User Interaction Collecting information when a user has a role offer.  Role offer setting
Training User Registration The information to be collected when completing a Training module (external users) Training
User Interaction Collecting general information from a user and will generate a unique URL.  Portal
User Profile Display all User information on the User portal.  Portal
User Registration  The information to be collected when creating a Rosterfy account.  Registration

 

Once the Form has been Saved you will be able to click and drag attributes in the Available Fields to Active Fields section to setup the order you would like users to respond to questions

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You are also able to Add content to forms, including section headers, images, documents or text. 

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There is also the ability to Configure each of the Active Fields on the form to add conditional logic, update the label or make the field mandatory.