đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
The updated form builder streamlines how you create and manage custom forms. Featuring a redesigned interface and intuitive drag-and-drop mechanics, the builder gives you complete control over field placement and allows you to build customised forms tailored to specific operational uses. You can now search for fields instantly, access recently created fields at the top of your list, create new custom fields directly inside the builder, and use the real-time preview feature to test your layout as you build.
IN THIS ARTICLE:
Understanding Form Types
To support a wide range of operational requirements, a selection of specialised form types is available. Choosing the right form type determines where your form appears, who can access it, how long it stays open, and how the collected data is stored.
See the Understanding Form Types article for more information.
Try the New Form Builder
To use the new Form Builder, follow the below simple steps.
Click Forms > List.
Click Create to start building a new form, or update a current form by clicking the More Actions menu > Update.
If you are using the old form builder, you will either be presented with the New Form Builder window:
Or click the Try out the new one here! link at the top of the form builder:
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Create and Update a Form
When creating or updating a form, you can fully customise its layout by adding, removing, configuring, or reordering fields to capture the exact details you need. If you are updating multiple events simultaneously, you can also use the Bulk Update action to apply these form changes across your selections all at once.
Check out the Create and Update a Form article, for more information.
Customise Your Forms
You can customise many features of forms using the new form builder, including adding new fields including custom fields, rearranging fields, mandatory fields and extras.
See the Customise Form Fields article for more information.
Create a Custom Field Inside a Form
Custom fields can be created directly within the form builder while creating or updating any form. Fields added this way are saved to your accountâs database and become available for reporting and use on other forms.
See the Create and Update a Custom Field article for more information.