(Please note that this feature requires a subscription to our Coacha Custom Plan. If you are on any other payment plan and want to test this feature, simply email custom-forms@coacha.co.uk for a complimentary 14 day free upgrade to Coacha Custom).
Most organisations have specific information they need to collect over and above common info such as personal and medical info. Coacha's highly configurable forms system allows you do so with great accuracy and ease.
This guide will show you how to manage your custom fields that can be added to any sign up form created in Coacha. Whether the standard club form, individual custom forms for courses or just for general sign ups.
When adding custom fields there are a number of options that let you personalise and set how the information is collected from your members.
Types of Custom Field.
Text - This is a simple text entry box
Tick box - This is single check box
Multiple choice - Here you can define a number of choices for the user to make
Multi-line text - This is a larger text box to collect additional information.
Adding a Standalone Field.
If you just need to add a standalone field that is not linked to other data you can simply add the field and its type to the form.
When you want to add a standalone field - hit ADD A FIELD.
For illustrative purposes, below you can see an example of a multiple choice question which shows a number of different parts of the custom field functionality.
Title - the name of the field.
Type - the type of field you want on your form (multiple choice in this example).
Add option - These are the answers available for the multiple choice field.
Sort order arrows - you can hit the little green arrows to move an answer up or down in the list.
Bins - clicking these will delete the answer or entire field.
Required - makes this field compulsory / required so the end user has to select them.
Save - click to lock in your changes.
Adding a section of fields.
Sometimes you will have a number of fields that relate to the same subject. You can group these together by adding a 'Section'.
Hit ADD A SECTION to begin:
When you have created your section you can start adding fields inside the section with the Add a Field button that is directly below the section you have just created.
These fields will be nested inside the section you created like so:
Above you can see an illustration with multiple different options being presented on the sign up form.
You can delete, edit and move these Fields around inside the main section.
Green Arrows - move the field selected up or down within the section.
Required - makes the field a mandatory request so your members must complete it.
Bin - delete the field or option.
Edit -Will allow you to edit the existing field or section information.
VERY IMPORTANT - Always make sure that you save the entire form when making these changes, not just the fields themselves. Saving the whole form will lock the changes into the form itself.
Thankyou
Coacha Team.
Comments
0 comments
Article is closed for comments.