Basic Forms are used in the member's portal to determine what information we want to collect from the members. Advanced Forms are used to determine what fields are available in the admin platform for members and companies.
You can find them in Settings>Forms.
As mentioned, Basic forms have the role of collecting information from the members. They can be seen in the members' portal under Billing>Billing info (Both Address and Billing Details are there). If the member has no company, then they are used to set their personal address and billing info. If they are a member of a company, there are two options. If they are a contact person or above, they can use them to set the company's address and billing details. If they are just regular members, they do not have access to this. Basic forms also affect the Address tab each location
Advanced Forms determine what information can be stored on the admin side. Most of the fields are not available to members, but can be used by admins. The two forms are Member and Company. They can be accessed if you go to a member's or company's profile in the admin platform and click on "Edit" Both forms work the same way, so the explanation will cover both.
Each form is divided into 3 tabs, just like when you click "Edit". Those tabs are General, Address, and Billing by default, but you can change their names in the Forms.
The below part about the layout is only visible to OfficeRnD admins. If you wish to edit the layout, contact us.
Next to the name of each tab, you'll see a sequence of numbers separated by commas. (eg. 1,1,1,1,2) This determines the layout of the properties listed in each tab. For example, if you have 5 properties, and your layout is 1,1,1,1,1, then each property will be on a new line. If your layout looks like 1,2,2, Then the first property will be on a single line, but the 2nd and 3rd properties will share the next line, and so will the 4th and 5th. You can use even bigger numbers here, but in almost all cases you should avoid anything above 2, because having more than 2 properties on a single line will probably look bad. If you click on "Show Preview" you'll see how your setup will look like.
The next thing you can see is a drop-down menu that allows you to choose which tab you are viewing. You can also select "Show All Tabs", which will show all the properties for all 3 tabs.
Now let's look at each of the columns that a property has:
- Enabled - this determines whether this property is visible in the tab or now. For some properties, this is greyed out, as they must always be available.
- Required - this determines whether this property must be filled in or not. Again, for some properties, this option is not available. Note: For basic forms, the value can only be viewed. If you wish to change them, contact support.
- Title - this is the name of the property as it will show in the "Edit" dialog window. Once again, for some of the default properties, this cannot be changed.
- Placeholder - this is basically a hint what you must enter into the field, which will appear as light grey text in a field that is currently empty.
- Order - This determines the order in which the properties will appear. The lower the number, the higher on the list it will be. For example, if the lowest number you've set is 0, then this property will appear on top. If you have several properties with the same number, then they will be ordered alphabetically.
- In Tab - Here you can change in which tab the property will appear. If you select a different tab, you will have to click update at the bottom of this page, close it and open it again for the change to be displayed.
- Type - This is the type of property. You can read more on types here
Once done with changes, click Update to apply them.
If you create a custom property that applies to Member or Team, you'll be able to see them here. By default, they all end up in the General Tab, but you can change that via the "In Tab" column. Those properties can also be visible in the member's portal for your members to fill in themselves. Read more on custom properties here