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Form Settings

Rosterfy's Form Settings along with the new Form Builder ensures that your forms are configured precisely to your requirements.

Updated over 2 months ago


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, for more information, check out the Form Types article.


Publicly Accessible

This option will generate a URL link that is accessible without the need to login to Rosterfy. This is useful for anonymous forms, allowing the link to be emailed or placed on a website, and completed without the need to login to Rosterfy.

The URL link can be found either at the bottom of the form, or from the forms list, click the More Actions > View Link.


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, while registering.

Image of the Family member option

Image of the Add Child popup


Form Automatically Closes?

If you select this tickbox, 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 users 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, the Form Content article for instructions for adding a closed message for the form.


Category

Allows you to group forms together into categories for future filtering ease.

Note: Form Categories need to be created before you can assign them to a form.


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 as [] 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.

Image of the Accessibility question.


Prevent Form Resubmissions

Enabling this setting will prevent users from submitting this form more than once.


More Information

For more information on Forms, check out the Forms - Overview article.

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