At some point, you may want to edit the fields on the Enroll Form. While you certainly can do this, be careful about deleting fields.
What Happens When Enroll Form Field are Edited or Deleted?
What happens when you edit or delete an existing Enroll Form field? You LOSE all previous selections on all current Enrollments. If you change the options for a single or multi-choice field, the previously selected options no longer show. In other words, we can't keep previous answers to a field that no longer exists or has been changed.
Access your Enroll Form by going to My Company > Forms > Enroll Form.
Add Field(s)
Instead of deleting or editing fields, this is what you can do:
Create another field underneath the field you want to change, with the same name and the new options. To do this, click the plus button under the section you want the field to appear, and a list of the field elements will appear. Type in your label and click on the appropriate field.
Hide the original field. In the settings, scroll down to hide the original field from the Enroll Form and Parent Portal (see Hide Question/Field for instructions on how to hide a field). You can rename the title of the original field to something else so that internally, as an Admin, you can differentiate between them (as all hidden fields will still be viewable on the Admin portal).
Hide Question/Field
The first option (we think it's the best) is hiding the old question/field on the Enroll Form and the Customer Portal, so it's only visible to Admins. Here are the options you have:
Not Editable by Primary Account Holder - The Primary Account Holder does not fill in the field on the Enroll Form (the field is hidden on the Enroll Form). The Account Holder also cannot edit the field but can view that field on the Customer Portal. This setting is most beneficial for internal fields that Admin users fill out and need Account Holders to be able to view but not edit.
Hide in Customer Portal - Hides the field in the Customer Portal so it is no longer visible to the Customer.
Hide in Instructor Portal - Hides the field in the instructor Portal so it is no longer visible to Instructors.
Hide on Enroll Form - Hides the field on the Enroll Form so that new Enrollees will not see the field.
To hide the information, click on the settings of the field (the cog icon) and scroll to the bottom. Under "Other Settings," turn the toggle(s) on for one or both of the above settings:
Include Question/Field in Enrollment Confirmation Emails
You can also choose to include a specific question or field in either the Enrollment Confirmation email sent to the Primary Account Holder or Admin user (or both). Toggle the setting to the "on" position to include these fields in the email.
NOTE: Once you're done adding new fields (or making any fields required or not required), you WILL need to update any E-signature Documents that use those fields. Learn how to update an E-signature Document in this article.
Moving Fields
When you are building or editing your Enroll Form, you may want to re-arrange your fields. You may also want to nest a field inside another field for organizational purposes, or to make that child field conditionally hidden/shown based on the response provided at the parent field. See this article for steps on how to move fields.
Some Important Tips to Remember about moving fields:
At this time, Enroll Form fields can ONLY be moved within the same section. It is not possible to move fields to other sections, including other Program Forms. Solution: You will have to recreate the field in the other section.
Default fields cannot be reorganized. If you need a default field in a different location. Solution: You will need to create a custom field to replace it and turn the default field off (uncheck "Visible").