If you're needing to collect multiple bits of information for more than one registrant on a form, Field Sets are your best bet. Let's take a look at why.
As a reminder, here is how you locate Form Fields:
- Navigate to your manager dashboard, click on the Forms tab in the menu on the left, and select from your list of created forms. Your Form Editor page will appear. *If you just created a new form, you should already be on the Form Editor page!
- View all Form Field options in the menu on the right side of your screen.
- Locate the Field Set field family.
Both type of Field Set (Basic and Person) allow you to collect a series of data points for multiple registrants within one form by allowing the registrant to duplicate the entire set of fields.
Person Field Set: use if there is a payment involved per registrant, this set will also activate the Maximum Number of Registrants in the Form Properties, each duplication of this field set will count towards the max capacity and if a cost is involved, track a running total as the completer add registrants.
Notice the "ADD ANOTHER STUDENT ($150.00)" option at the bottom of that section. When a completer clicks that option, all the fields within that set will duplicate to collect the same data for another student.
Basic Field Set: use if a specific section of the form needs to be duplicated, but not counted towards registrations or requires a name (i.e. collecting T-Shirt size and colors for multiple T-Shirt purchases)
Once you've decided which Field Set is best, you'll click or drag and drop it on the form. You'll want to adjust the General Info, Validation, and Conditions. Then, you'll want to drag the fields you wish to duplicate within that field set. In the example below, the Name and Email Contact Fields were added into the Person Field Set. The registrant now has the option to Add Another Emergency Contact if they'd like.
Options for all Field Types
Once you've decided on the appropriate fields to collect your data, you can begin to click the fields to add them in the order you need, or drag and drop them to the correct spot. As soon as you click and release a field, the Field Property box will appear. You'll notice three tabs at the top of most Field Property boxes.
General Info: customize the name, placeholder (example answer), help text (fine print or instructions)
Validation: make field required or optional
Conditions: do you want field on form always or only if ____ (i.e. the "Select a size" field appears only appears if registrant chooses "Yes" to the "I'd like to purchase a t-shirt" field.) You can set more than one condition if necessary.
If you need to make adjustments on an existing field's properties, click the gear symbol to the far right hand corner of that specific field.
Almost all fields translate to a placeholder in your Form Email Notifications pulling responses right into those emails. For example, using the placeholder for a payment field within an email notification would create a receipt or proof of purchase to the email recipient. Placeholders will be automatically created and accessible in Form Properties.
If you need additional help with forms, schedule a Coaching Call with our amazing Success Team!