PSG Forms Manager: G4 | Admin: How to add delete or move fields

How to add, delete, or move fields

Sections in this article

 

 

How to add, move, delete, and edit fields in general  

  1. To add fields to your form, simply click on the field name on the right-side menu.
    • As you click on each field, it will add them to the form in the order you selected them.
    • If you want to put a field above, below, or between the fields you have already added, simply click on the field name on the right-side menu and drag it to the spot you want to place it.
  2. To move a field: Once you have added the field to the form, you can drag-move it by clicking on the placement icon next to the field and dragging the field to wherever you want it to display on your form. 
    fm-drag-field-icon.jpg
  3. To delete a field from your form, simply click the x to the right of the field and confirm your intention in the pop-up window selecting YES, DELETE IT.
    fm-delete-field.jpg
  4. To edit the field, go back into the field properties page. To do so, simply click the gear option to the right of the field.
    fm-edit-field-properties-icon.jpg

 

How to manage the contact information fields

The contact information fields are helpful in many ways. They not only help gather information for the registrant but also, if the registrant has an existing account, the account information will auto-fill.

fm-add-contact-info.jpg

  1. Add the Person's Name field to your form by clicking on the field name from the right-side menu. There are three areas for each field: General Info, Validation, Conditions.
    fm-adding-fields-properties.jpg
    • General Info: Enter the general field name you want to display above the field. This field has some unique options depending on the field.
    • Validation: Mark if this field is required. The options on this page are the same for all fields.
    • Conditions: Under what conditions are this field displayed? The options on this page are mostly the same for all fields.
  2. Once the field has been added and the properties have been selected, you may edit the properties by clicking the gear icon in the field window.fm-edit-field-properties.jpg
  3. Add the Email field to your form by simply clicking on the Email field on the right-side menu.
    • Since you are adding this field after adding the name field, it will automatically be placed below the name field on the form.
    • Once again, the Field Properties form will automatically open and the Validation and Conditions pages are no different than those under the Person's Name pages. 
      • Under the GENERAL INFO page, the PLACEHOLDER field allows you to enter an example of what you want the registrant to enter. The text entered in the PLACEHOLDER field will display on the form.
        fm-email-placeholder.jpg

 

 

How to manage the Radio Button fields

Radio Button fields

  1. Click the Radio Button option under Basic Fields.
    fm-basic_fields.jpg
  2. In the General Info tab, update the name of the field to your desired text. Then, go into the options page and add your options and click OK.fm-add-radio-button-general-options.jpg
  3. The field for MAX AMOUNT OF COLUMNS may be updated depending on how you want your options to display on the form.
    How the form displays when 1 is chosen.
    fm-one-column.jpg

    How the form displays when 2 is chosen.
    fm-two-column.jpg

 

 

How to add conditional logic to your form 

There may be times when you only want particular prompts to display on your form if certain criteria are met. For example, if a person is signing up for a dinner and marks the option that they are not bringing guests, there is no need to display the prompts requesting guest information.

In the image below, a field was added to the form asking for the number of guests. This prompt will only display if the answer to a prior prompt, Will anyone else be attending this event with you?, is answered as Yes.

To add such a condition:

 

  1. In the Conditions page of the Field Properties window, mark the radio button for UNDER CERTAIN CONDITIONS.
  2. Below that, select the pertinent prompt text, the condition (Is or Is Not), and the value you want to match. Adding this condition will ensure the prompt will not display if the condition is not met. In this example, the following will be selected:
    • prompt text: Will anyone else be attending the event with you? 
    • condition: Is
    • value: Yes
    • This will ensure that this prompt asking How many guests will be included in your party will only display if the prompt, Will anyone else be attending the event with you? is answered with a Yes.
      add_condition_based_dropdown.jpg
  3. You may add several conditions. How the conditions are handled in relation to each other will depend on the word you select in the prompt just below the Add a Condition button which says, 'Display field if (any, all) conditions match. 
    • If any is chosen, each condition assessed as if there were an 'or' between the conditions. For example, if the value is 1 or the value is 2 or the value is 3, display this field.
    • If and is chosen, each condition is assessed as if there were an 'and' between the conditions. For example, if the value is 1 and another value is red and another value is round, ... display the field if all of the values are met
      fm-conditions-23.jpg

 

 

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