Registration forms are a great way to collect and store the information you want to know about the people you are working with.
When you create an account a registration form will have already been created. To get there, click on "plinth" in the top left corner and then "Add New People", which will appear on the right
This page will show you all of the options to add a new person:
From here you can either edit an existing form or Create a New form. If you create a new form, several options pop up as seen below:
If you start your form from scratch, you will be prompted to give the form a name and decide whether it is public or not. A public form allows you to share a link with people who can then fill out the form themselves.
If you wish to edit a form, choose the form you wish to edit from the list and then click "Edit Form" at the top of the page.
This will take you to the edit form page. This is the same page that you will end up on if you click create a new form.
This page is broken down into multiple sections.
Form Fields and Questions
In the middle are all of the questions that are currently on the registration form.
You can drag and drop to reorder the questions and remove ones that are no longer necessary. You can also edit the question that is asked.
The left hand side shows all of the fields that are used in other parts of plinth but are not included in this form. It also lets you add a new field here.
To add a field from elsewhere to the form, you can just drag it across. To add a new field to plinth, click on the "Add New Field" button. This brings up the following window with the options
Is this a "Details" or a "Reporting" field?
A "Details" field is something that you need to know about a person but wouldn't want to analyse later, such as Emergency Contact Number. A "Reporting" field is something that you might want to analyse later, such as Gender.
Field Name
This is how the field is saved on plinth and how it will be showed on the Member Details. This should be a short name and not a question - such as "Emergency Contact Number".
Type
This is what sort of field it is (text, date, single select, multi select etc) - see this article for more.
Applies To
This is whether you want the field to be for Members or for Volunteers, or both.
When you create a new field, it will automatically be added to the bottom of the form you are using.
Saving and previewing the form
To change the name of the form, you can click on the "Edit Name" button.
When you have added all the questions, and set the name you can preview the form by clicking on the "Preview" button.
Finally, you can save the changes by clicking "Save Form" in the top right hand corner.
