Customizing Open Forms
Open Forms List - Re-ordering Forms
On the Open Forms page, Family/Contact Information forms will always present first. Volunteer forms will always present second, and Sales & Data Forms (New Forms) will always present last.
However, you CAN change the order of the forms in both the Volunteer Opportunities and New Forms sections.
To change the order of the Volunteer Opportunities Forms:
- Go to Volunteers / Active Forms.
- Drag the forms up and down in the list to re-order them.
- Be sure to Save.
To change the order of the New Forms (sales & data forms):
- Go to Store & Forms / Forms.
- Drag the forms up and down in the list to re-order them.
- Be sure to click Save.
Please Note: There are sometimes issues with drag and drop in Chrome. If you are using Chrome and are having difficulty, we recommend trying another browser. Otherwise, submit a help desk ticket so we can assist you.
Open Forms List - Customizing Titles
Depending on your type of organization, you may find it helpful to change the titles that are presented in the Open Forms Block. Instead of Parent & Student Information, you may want to include Community members. Instead of Volunteer Opportunities you may want to title that section "sign up" or "sign up to volunteer".
If you have Account Owner Administrator Access you can customize the titles in your Open Forms Block by going to: Store & Forms / Configuration / Open Forms Block.
Customizing Field Titles on Parent & Student Forms
If your organization would prefer not to use titles such as Parents and Students, you can customize the fields to suit your needs.
- Go to People / Configuration / Parent Form and Student Form.
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