1. Click on Products & Forms.
2. On the Forms tab, click Create New Form.
3. Input the name and then click save.
- Internal Form Name: this is the name that will be displayed for the form within the portal and the name that will appear when admins view the form listing page.
- Title of Form: this is the name of the form that will be displayed for members when they register.
- Most of the time these form names will be the same, but if you want to admins to see a different name for the form within the portal compared to the name that the users see, then feel free to change this.
NOTE: While continuing to create this form you MUST SAVE after each tab has been completed, otherwise changes will not save (expect for step 3). You will be prompted to confirm if you want to continue if you have not presaved these changes.
4. On the Basic Settings page you will see the name of the form as well as a question asking if you would like to prevent levels below from adding new custom questions to the form.
The default is NO, which means that organisations below your level ARE ABLE to add their own questions to this form if they wish. If you would like admins from lower organisations to NOT be able to add in their own custom questions, then change this to YES.
4. Click Add Member Types, to add in the roles that members will get after registering.
5. Select who you would like to make this form available to. This is not compulsory -if this is left blank, then the form will be made available to every organisation under your heirarchy.
- One level below: this means that this form will only be available for admins one level below your heirarchy to view and edit. For example: If you are a national body creating this form, then it will only be available to your state bodies.
- All levels below: this means this for will be availbale for admins at every level under your heirarchy to edit and view.
- Specific organisation: if you only want the form available to specific organisations, you can use this option to select the relevant organisation/s.
6. Once all options in the Basic Settings tab have been set, click Save.
7. On the Products tab, to add in relevant products to the form, click the buttons to add in an Existing Product or Create a New Product.
8. Once products have been added to the form, if the products need to be compulsory, click Mark as Mandatory next to the relevant product.
9. Once all products have been add for the form, click Save.
10. On the Questions and Layout tab, add in any new or existing questions you would like on the form. If you want to add an existing question/s, search and click on the question from the top left hand side list. If you would like to create a new question/s for the form, click the type of question you want to create from the bottom left hand list.
NOTE: the questions that are greyed out on the form are mandatory questions that SportsTG require everyone to fill out in order to register successfully and display correctly in portal so these are locked and cannot be changed.
NOTE: when you add the questions to the form, this page automatically saves, so once all questions have been added to the form, you can continue onto the next step.
11. On the Messaging and Notifications tab, input the message you would like members to receive once they have succesfully completed their registration. Once input, click Save.
NOTE: in relation to the invoice email, this has been harcoded by SportsTG, so the layout and formatting cannot be changed. The organisation name, contact details etc will automatically reflect based on the organisation details you have listed.
12. On the Activate and Publish tab, once your form has been set up completely, you can then change the form status and activation start and end dates for the form. Once set, click save.
Once a form has been made active a registration form link will be created for the form, so you can send this to members.
13. You have now completed the set up of a registration form that can now be sent out to members so they can register.