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Once you have made the necessary changes to the field, select Save to confirm them.

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The following details are available to edit above the form template:

  • Title

  • Description

  • Status – Here you can choose whether the form is Live or Dormant.

  • Form For – Here you can specify which record types you want the form to be available for.

  • Extra User Type – If you are using this UDF for Remote Review Signing, you can specify here if you want the UDF to be available to Learners and Contacts.

  • Locations – UDF locations are explained in the User Defined Form Locations page.Adding Questions

The right-hand side of the form builder displays the different question fields you can add to the form. With any field, you can either drag-and-drop the field onto the form or select it to add it to the form, underneath any questions that have already been added. Once you have added a field, you can customise the field options and formatting as explained below. The following fields are available to add:

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Once you have added a field, selecting the Et Edit icon will open a window where you can edit various details relating to the field. Once you have made any changes, select Done to save the field.

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