Client Management
Edit Forms - Subscription Fields
From this screen the administrator can:
- Select the form fields that display on the online subscription form
- Add additional database fields
- Change the field descriptions. The description is the visible label for the field.
- This is section specific, so that the same database field can be renamed if required, in different sections
- Delete created fields. However default fields or fields that are being used by the system, cannot be deleted
- Change the order the fields display. The arrows will move items up or down the order
To add new fields
Select the new column button
- Select new column
- Scroll to the bottom of the list and select the new column
- Type in a name for the column - the column name will be used only for your identification
- Description - The description is what will display when this field is visible from the website
- Values - Applies if responses are required for item. For example yes/no on a radio button. You can also add default text in an input field if required
- Type - This refers to the type of form item
- Label - A heading for the form item
- Text - A single line text input field
- Text Area - A multi line text input field
- Number - Only allows numeric data to be entered into the text area
- Date - Puts a calendar field on the form
- Drop down List - Creates a drop down list. Enter the options that can be selected from choices in the values box with a line break enter between each choice
- Radio Buttons - Used when there is only one possible response. The radio button can be shown as selected on the form by placing 'yes' in the values box.
- Check box - used for multiple choices. The check box can be shown as selected on the form by placing 'yes' in the values box.
- Email - Used for the inputting of email addresses on the form. Checks that the syntax is valid for an email address. For example user has entered a @ in the address
- Website - Used for collecting website URLs.
- Usage
- Read - Will disable the field. The field will be greyed out and read only once form has been submitted. This item will then not be editable in the client's profile.
- Write - Will make it an editable form item once form has been submitted. This item will then be editable in the client's profile.
- Dimensions - Measured in pixels. This determines the width and height on screen of the form item. Used for text and text areas only
- Length - Maximum length of characters the field will accept.
- Width - This setting defines the maximum amount of characters the field holds. This is measured in pixels.
- Height - This defines the amount of lines a text area form field will accept.
- Required - This will put a star on the field to indicate it is compulsory. The system will not submit the form unless this field has an entry.
- Apply - This will permanently apply edits or changes