Introduction
The Additional Fields tool allows members to create registration forms with a high degree of customization. With this new tool, members can gain more information from registrants in different ways beyond the text fields currently available. For example, you can use this to collect or require patrons to provide their library card number.
You can view a video about the feature here:
Turning On the Forms
There are two ways to turn on the advance forms. First, you can set up a default form for all events by going to Default Fields in your admin menu. This will take you to the editor, and anything saved there will be added to future events by default. The second way is to add/edit forms for each event. Under Manage Upcoming in the Admin Menu, you can click on Fields. This will take you to the form editor for that particular event. Additionally, after creating an event you will automatically be redirected to the Additional Fields page.
Using the Field Editor
You will see a blank slate when entering the editor, options on the right to drag and drop into the canvas. When dragged in, you will see the option to remove, edit, or copy the field.
When clicking on edit, you can adjust the settings of the field. Many of the settings are the same for all the fields. You can set whether it is required to be filled in or if it’s just optional. The label is the Title of the field. The Help Text provides a question mark the user can hover over to get help with the field, similar to the help text present in the admin view. Finally, you can set a field to be only viewable to admins logged into the microsite.
You can also edit several advanced viewing options. Some options are only present for some of the fields. For example, the checkboxes allow for an “Other” category, and the Radio Group allows for selecting multiple selections.
There are also options to add Headers and Paragraphs. These are not fields but rather boxes so you can insert text to provide info to the registrant.
You can change the position of fields by dragging them to the location you desire. Once you’re finished, click save!
Using the Form
When registering, in addition to the normal fields present (First Name, Last Name, Email, and Affiliation), users will now see the other form options and fill them in as the other fields when registering.
That data is then saved to the Event Analytics page as a seperate column for each field:
This data can be exported with the Event Analytics export feature.
