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How to Create an "Office Use Only" Form
How to Create an "Office Use Only" Form

Create an internal form for Admin use only on the Enroll Form

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

To create an "office use only" Form, you will create a Program Form (located at the bottom of the Enroll Form: My Company > Forms > Enroll Form).

This article shows you how to create a Program Form. You can name your Program Form "Office Use Only" or "Internal Use."

Within the Enroll Form field settings are "Other Settings" at the very bottom of the field editor, where you can hide fields or make them not able to be edited.

admin only fields in Enrollsy

If only one option is selected at a time, this is what would happen:

  • Not Editable by Primary Account Holder

    The Primary Account Holder does not fill in the field on the Enroll Form; it is hidden. The Account Holder cannot edit the field but can view that field on the Customer Portal.

  • Hide in Customer Portal

    Primary Account Holder completes the field on the Enroll Form but cannot view those responses in the Customer Portal.

  • Hide in Instructor Portal

    Primary Account Holder completes the field on the Enroll Form, but the field cannot be viewed in the Instructor Portal (only by Admins).

  • Hide on Enroll Form

    The Primary Account Holder does not fill in the fields on the Enroll Form but can edit the response.

  • Include in the Primary Account Holder Confirmation Email

    This is the enrollment confirmation (welcome) email sent to the Primary Account Holder.

  • Include in New Enrollment Email for Admin

    This is the email sent to one or more Admin Users after a person has enrolled.

One or all three of these settings can be turned on for any field, depending on what you want the Account Holder to be able to fill out, edit, and/or view.

After you create the Program form, you will need to ADD THE FORM to the Program. Click here to learn how to do this.

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