This article will teach you about Field Settings in the Enroll Form Editor. To learn how to customize your Enroll Form, click here.
Field Elements
Under each Field Element are the Field Settings. Most fields are the same, while others have specific fields. We're going to go through each Field Element's Field Settings.
Header
Headers are section words, for example, "Medical Information," that go before a new section. You can use Headers to create visual distinctions that separate and organize groups of related questions.
Formatted Content
Use Formatted Content when you want to add a block of text (paragraph or headings) or link. You can also put in numbered or bulleted lists and date & time.
Clicking on the ellipsis will show the following menu for formatting your text, adding an image or video, etc.
Short & Long Label Formats
Choose Short label format if your label is under 100 characters. Long label format goes up to 2,000 characters, but it can be used anytime (for example, if the label wraps on mobile at 70 characters, it might be a good idea to make it a Long label format for aesthetics).
Here you start seeing some more options that are on most of the Fields:
Required - Switch this on if you want this field to be required
Max characters- Change this for concise character fields
Select icon- You have the option to change the icon. Search at the top to search through thousands of icon images
Desktop/Tablet Width- This is how this field looks on a computer or tablet
Mobile Width- This is how the field looks on a mobile device
To see how the fields will look on either a computer, tablet or phone, click on the blue Preview button:
Single & Multi Select
Use Single Select if you have a question that requires a single answer. Use Multi Select if you have a question that can have multiple answers. Click on the blue plus sign beside Options to add your options.
A-Z Sort
In this section, you can sort the options listed in alphabetical order.
Multi-Field Upload Button
There is also an Upload button in this field where you can upload a CSV document straight into the field. See this article, "How to create a CSV file," for more information.
Yes/No
Use Yes/No for Yes or No questions (with no other option). If you have a Yes/No question that also needs another option, i.e., "N/A," then use the Single Select Field.
Email/Phone/Date
Use these Field Settings for these specific fields. Customers will only be able to put an email in the Email Address field, only a phone number in the Phone Number field, and only a date in the Date field.
Number/ID
Use the Number field if you have something that needs numbers only. This brings up the number pad for the customer, making it easier to put in a number. An example is having a Suite # field.
Use the ID# field if you need to enter an ID number or an automatically generated ID# per enrollment. Switch the toggle at the bottom (see below) to the on position if you need an Auto ID.
File Upload
Use the File Upload field if you need the customer to upload a document to you. For example, say you need a shot record. Add this field, and it will ask the customer to upload the shot record:
Other Settings
Other settings Include the following.
Making the question not editable by the Primary Account Holder
Hiding the question in the Customer Portal and/or Enroll Form
Including the question in the Primary Account Holder confirmation email
Including the question in the new enrollment admin email
Learn about additional customizations in “About Enroll Form Customizations.”