Add an input form
You can use input forms in various ways, mainly for registering data or for registering a visitor for a course or event.
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Procedure
- Add a registration form
- Add a signup form
- Copy or complete personal details
- Complete an input form multiple times automatically in a single session
- Add fields to an input form
- Attachment allowed for input form
- Link an input form to a template
- Register an anonymous participant immediately for a course
Description
If you want a visitor to leave his/her details so you know who is interested in specific information, you create a Registration form. If the visitor is given the opportunity to participate in a course or event then you create a Sign-up form.
For the immediate sign-up of an anonymous participant for a course, there is a separate sign-up form.
For both forms, you have the option to start a workflow and/or to save the data in a dossier.
Before adding an input form, you first have to answer a number of questions yourself:
- Save in dossier?
If you want to save the form in the dossier of a person or organisation, you first need to create a dossier item type for which the Available for input forms check box is selected. You can of course also make an existing dossier item type available for input forms.
- Are attachments to input forms possible?
If you want to give the visitor the option to send an attachment, you need to specify that linking a file is possible. You need to activate Link file for the dossier item type.
- Register or sign up?
Registration form: a visitor has to enter his details before he can open the page containing the information that he requires.
Sign up form: a visitor signs up for a course or an event.
- Link a workflow?
If an employee needs to perform an action after a visitor has completed a form, you link a workflow to the input form. The action then appears automatically in the employee's task list! It is important that you activate Processing data from the input formfor the workflow.
- Add custom fields?
You can add custom fields to the input form. You can make these custom fields mandatory so that the visitor always has to enter his/her Last name or Company name.
