How do I create a New Field in Registers & Forms?

There are two places that new fields can be created for Registers & Forms Templates.  Within a specific Registers & Forms Template on the Fields tab or the Registers & Forms Field Library.



Step-By-Step Guide


Open a Registers & Forms Template or the Registers & Forms Field Library.


From the Registers & Forms Template:

  1. Click on the Fields tab.

  2. You will see all the Fields already being used on the Template.

  3. Click on the +New Field.

  4. Within the Add Fields from Library window:
    1. Already created Fields can be added from the Fields Library to the Template.
    2. A New Field can be created for this Template and will be saved to the Field Library by clicking Create a New Field.

  5. Within the New Field window.

    The following details are needed:
    Name - this can not be the same as any other previously created field.
    Instructions - can be provided to explain the type of information the user is to enter.
    Type - the type of field needed to capture this information.
    Other information and format fields will appear depending on the Type of field chosen.

  6. Click Create.

From the Registers & Forms Field Library:

  1. Click on the +New Field.

  2. Complete the above steps from number 5.

Video Guide