Standard subscribers must contact support to have their registration form fields customized. They may only customize the form by asking support to deactivate or activate custom fields on their registration form and to set whether each field is optional or required. All other field customization and tools outlined below are exclusively reserved for Pro and Enterprise subscribers.
Pro and Enterprise Subscribers:
All fields are organized into groups. You must first define which groups you will have on your form (e.g., Contact information) then you may add fields into those groups. The setup page is split into three sections. The top section is to manage to which group your fields should be assigned. The middle section is to manage which groups you have and the order they appear in. The bottom section is used to identify which fields should be required and which fields should be optional.
a) Create Field Groups
To create a new group or move/delete an existing group, log into VolunteerMatters, click ‘Setup’ and Click ‘Self Registration’ under the “Setup Utilities” heading.
In the middle section of the setup page labeled “Arrange Field Groups” there is a field labeled “Create New Group”. Type in the name of the desired field group (e.g., required fields, optional fields, contact information, emergency contact information, skills, etc.) and click “Save”. This will add your new group into the Column 1 box. You can then move groups up and down to your preference simply by highlighting the group and either clicking ‘Move Up’ or ‘Move Down’ to move within the column and then clicking ‘Save’.
To remove a Field Group, select the field group and click Remove. You will see it move to the ‘Remove these Groups’ window in the middle section and then click ‘Save’. If your group already had fields assigned to it, those fields will now be available in the ‘Available Fields’ window at the top-right of the screen to add to a different group.
b) Add Fields to a group
In the top section of the setup page labeled “Assign Fields to Groups” you may highlight a field in the ‘Available Fields’ window to the right and click ‘Add’ adjacent to the group you wish to add it to. This will place it on the bottom of the group and you can then highlight it within the group and move it up or down by using the ‘Move Up’ or ‘Move Down’ buttons on the group and clicking ‘Save’ at the bottom of the screen. To move a field to a new group you will highlight the field in the current group and click ‘Remove’. This will place the custom field in the ‘Available Fields’ list and then you will highlight it there and then click ‘Add’ on the group you wish to add it to. This will place it on the bottom of the group and you can then highlight it within the group and move it up or down by using the ‘Move Up’ or ‘Move Down’ buttons on the group and clicking ‘Save’ at the bottom of the screen.
NOTE ON CUSTOM FIELDS: You may add custom fields to your contact database to track the information that is important to your organization. In order to add custom fields to your registration form they must first exist in the contact database. To create new custom fields prior to updating your registration form, utilize the 'Setup' tools for your subscription.
c) Configure which fields are required
To configure fields as ‘Required’ on your Self-Registration form you will need to simply check them in the bottom section of the setup page. This section will list all of your current self-registration fields and you will only need to check those that are required and click ‘Save’. Any unchecked field will be considered ‘Optional’.