Documentation

Category: Team Registration Form


Online Forms and Supplemental registration forms consist of a series of questions you define and arrange in the desired order. Questions can consist of a variety of different types including labels, text input boxes, radio buttons, check boxes, drop down lists and agreement documents users must accept in order to proceed. The main page used to manage forms consists of a list of previously defined questions followed by links for adding questions and previewing the form. The listing area displays each question's name and a portion of its prompt for your reference. You can edit any question to bring up its definition form or click delete to remove it. To reorder questions, you can use the Up and Down buttons.

To add questions, click "Add" at the bottom of the list and you'll be presented with a menu of question types:

Free form areas don't require any user input and are provided so that you can give instructions and delineate your form into sections.

Hey, I'm a free form area! You could also add images here.

Name
The name should be something that will distinguish the label from your other questions and be meaningful to you in the listing page.
Label
The edit window is used to enter the actual content of the label that will be presented to the user.

Use this input type to gather input that the user can type into a field. The field can be used to enter simple data like dates, numbers or general text and can consist of one or multiple lines. This is the most common question type. It consists of a prompt you provide, followed by the input field itself.

I'm the prompt:

Name
The name should be something that will distinguish the field from your other questions and be meaningful to you in the listing page.
Prompt
The edit window is used to enter the prompt for the question that will appear directly above it on the form. The content you enter here should clearly instruct the user as to what kind of information you require.
Width
This field controls the width (in characters) of the input area for the question. You should generally try to match the width with the expected number of characters for the users response. For example, a question requiring only a two digit numeric answer doesn't need to be any wider that 2 characters. On the other hand a question that might require several paragraphs worth of text for an answer should be as wide as the form itself.
Rows
Use this field to control the number of vertical rows the answer box occupies. If you ask a question that might require a lengthy answer consisting or more than one row of text, you might want to provide more area for their response. If set to a value of more than 1, the input area will include a vertical scroll bar on its right edge.
Required
This option can be used to specify that the user must enter a response for the question prior to submitting the form. If this option is checked, an error box will be generated if the user submits the form without entering a value for this question. After acknowledging the error, they will be returned to the question again to enter an answer. If this option isn't checked, users are allowed to leave the question blank.
Lock after submission
After a registrant submits a supplemental information form, it's possible for them to later (prior to the closing of the program) return to the form and modify their answers. If you do not want them to be able to change their answer in this way, you can check this option to prevent it on a question by question basis. If for example you have a question asking how many jerseys to order for a registrant and you begin ordering them prior to the closing of the registration program, you might not want people to later come back and change their mind. If this affected their payment amount it could also complicate matters even further if they had already paid.
Visible
By default, all questions and their answers are visible to the public on the form. If however you would like a field that only administrators can fill in and see, you can uncheck this attribute field. In this case, the question won't appear on the respondent's form but will be visible to appropriately logged in administrators for them to complete.
Display this field only if the following is selected
Use this dropdown list to make the current field dependant on the value of another field. You can use this feature to create sub-forms that are only displayed if the user makes certain selections from other fields. For example, if you were creating a Volunteer registration form and the user checked a box indicating they wanted to coach, you could then present them with a field for entering their social security number for a background check. Only coaches would require this, so normally you wouldn't want to require this information and so when the Coach checkbox wasn't selected, the social security field wouldn't be displayed or required.

The dropdown list contains all the other fields on the form, except for labels and text boxes. Fields that allow the selection of more than one value are listed once with each possible selection. If for example, you wanted to display the current field only when a certain checkbox was checked, choose its name with the work "Checked" to its right in the list.
Offer Default Value From
You can optionally provide a default answer to your question using the methods enumerated as follows:

  1. You can choose to offer a registrant's "Previous answer" to a like named question on a previous registration, like from the previous season. If "Previous Registration" is checked, the software will pre-fill this field with the most recent answer to a question with the same name from any previous registration program a person is enrolled in.
  2. Similar to the above, the "Other family member answers" option will search for the most recently entered answer to any question with the same name from any family member's registration (regardless of program) and offer it as the default. This value will only be offered if no previous answer was found above or that option is not selected.
  3. If neither of the above methods find a default answer or neither is checked, the answer entered in the "Default optional value" field (if any) will be offered as the default for the field.
Correct Answer
By entering text here, the system will test the answer provided by the user to see if the correct answer was given. By checking the "Void registration if not correct" checkbox, the registration will be voided when the user attempts to submit. This field can be used for tests or passwords.
Response is
You can specify whether the response for the question should be free form text, a date or a number. The default of "Free form text" allows the user to enter anything they wish into the field but you can limit the number of characters to an amount specified in the field to the right. If this field is left blank, up to 512 characters can be entered. Other supported data types include the following:

  • Date
    With this type, users can only enter dates. Any valid date can be entered as long as it conforms to the commonly accepted date formats.
  • Number
    Only valid numbers can be entered including the digits 1 - 9 and the plus and minus characters.
  • Cost Item
    Users can enter an amount that will be added to their cost for this Program or Form, such as a donation amount. Again, only numbers are allowed, not including any currency symbol.
  • Quantity
    This option allows the user to enter a quantity which would be multiplied by the provided unit price field. The result would similarly be added to the registrant's program total.
Include on Listing page
As discussed earlier under the List button on the Registration Control Panel, you can create a listing page for any online registration program that contains basic information about all those who have so far registered online. If you'd like to add the values entered for this question to the listing, you can choose one of the second and third options in this section. The first causes only the value to be displayed in the list but the second causes each registrant's listing to include an edit box containing the value. You would then be able to enter values for anyone in the list and submit them all at once for processing. This would be much faster and simpler than actually editing each individual's registration form.

Please note however that especially with the third option above, if you have a large number of registrants in a program, the loading of the listing page may slow down to the point where it's no longer practical to use. If you plan on having more that 100 - 150 registrants in a particular program, you may want to consider forgoing either of the later two options and especially the third.

This is a special field type that is used to display an agreement document to the user for their acceptance. It's typically used for medical waivers, "consent to treat" agreements, code of conduct and membership agreements. On a form, it displays the agreement text in a scrolling window with a checkbox at the bottom. The user most scroll down and check the box in order to accept the document before the form can be processed. In most circumstances, this is the legal equivalent of a physically signed paper document but check with your club's lawyer to be sure in each case.

Agreement text:

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Name
The name should be something that will distinguish the field from your other questions and be meaningful to you in the listing page.
Agreement Text
Enter or paste the actual text of your agreement in this area. Note that only pure text is allowed here. HTML, graphics or other formats are not permitted.
Prompt
Use this field to enter the prompt that the user will see at the bottom of the scrolling window in front of the checkbox. The field defaults to "I accept the above" (which we recommend) but you can overwrite this with whatever you require.

You can use a checkbox to present an option or series of options that the user can select by simply clicking the desired ones. You might use checkboxes to list various volunteering positions available. The user could then pick one or more. Check box questions consist of the check box itself followed by a prompt.

Name
The name should be something that will distinguish the field from your other questions and be meaningful to you in the listing page.
Option Text
Enter a prompt for the checkbox that will appear to the right of the box itself. The text should clearly state what is being chosen by checking the box.
Option Value
Enter the value you wish to store when the user checks this option. This value is not seen by the user but is instead saved in the database so you know what if anything was chosen. If the user checks the box, the value you specify here is inserted in the database when the form is submitted. Otherwise, if left unchecked, the database field is left blank.
Limit
By entering a number in this optional field, you can choose to have a checkbox or radio button selection hidden or create a waitlist once a certain number has been reached. Select "Waitlist" or "Hide" to determine what happens after this number has been reached. This can be a handy tool for clubs with multiple programs or for requesting volunteer positions.
Offer Default Value From
You can optionally provide a default answer to your question using the methods enumerated as follows:

  1. You can choose to offer a registrant's "Previous answer" to a like named question on a previous registration, like from the previous season. If "Previous Registration" is checked, the software will pre-fill this field with the most recent answer to a question with the same name from any previous registration program a person is enrolled in.
  2. Similar to the above, the "Other family member answers" option will search for the most recently entered answer to any question with the same name from any family member's registration (regardless of program) and offer it as the default. This value will only be offered if no previous answer was found above or that option is not selected.
  3. If neither of the above methods find a default answer or neither is checked, the answer entered in the "Default optional value" field (if any) will be offered as the default for the field.
Required
This option can be used to specify that the user must check the field in order to proceed with saving the form and continuing. If this option is checked, an error box will be generated if the user submits the form without checking the box for this option. After acknowledging the error, they will be returned to the option again to check it. If this option isn't checked, users are allowed to leave the option unchecked. If you need to draw the users attention to something and make sure they acknowledge it prior to proceeding, this is a good way to do it.
Lock after submission
After a registrant submits a supplemental information form, it's possible for them to later (prior to the closing of the program) return to the form and modify their answers. If you do not want them to be able to change their answer in this way, you can check this option to prevent it. If for example you have a question asking whether or not they want a jersey and you begin ordering them prior to the closing of the registration program, you might not want people to later come back and change their mind. If this affected their payment amount it could also complicate matters even further if they had already paid.
Void Registration if
This optional selection will allow a registration to be voided if the check box is checked or unchecked. If you do not want the registration to be voided based on the checkbox, select N/A (the default choice) from the dropdown window. This can be a helpful tool if used as part of a volunteer registration, or an advanced playing level registration.

Note: Be careful if you are using this feature as part of a registration with a cost attached, such as a prerequisite family registration. If the registration is voided, they will not be registered, hence, they will not be asked to pay. You may want to use the "required" checkbox selection as an alternative. Rather than voiding the registration, the required checkbox will prompt the member that they have not checked off a required box.
Visible
By default, all questions and their answers are visible to the public on the form. If however you would like a field that only administrators can fill in and see, you can uncheck this attribute. In this case, the checkbox won't appear on the respondent's form but will be visible to appropriately logged in administrators for them to check. If for example you wanted to include a checkbox to indicate whether or not you had received an individual's paperwork, you could create a checkbox field and uncheck the Visible option. Administrators could later check this field off when they receive a registrant's paperwork and that information would then be attached to the registrant's record for later reference. The user however would not see it when they fill in their form to begin with.
Cost
You can optionally specify a monetary value that will be added to the user's program cost if they check this option on their form. If for example you wanted to allow the user to specify that they wanted to purchase a particular item when registering, you could enter its price here. If the user checked the option, that price would be added to their registration cost and the "option value" entered above would indicate in the database that you need to provide this individual with the item.
Include on Listing page
As discussed earlier under the List button on the Registration Control Panel, you can create a listing page for any online registration program that contains basic information about all those who have so far registered online. If you'd like to add the values entered for this question to the listing, you can choose one of the second and third options in this section. The first causes only the "option value" to be displayed in the list but the second causes each registrant's listing to include a checkbox instead. You would then be able to check or uncheck any in the list and submit them all at once for processing. This would be much faster and simpler than actually editing each individual's registration form.

Please note however that especially with the third option above, if you have a large number of registrants in a program, the loading of the listing page may slow down to the point where it's no longer practical to use. If you plan on having more that 100 - 150 registrants in a particular program, you may want to consider forgoing either of the later two options and especially the third.

These are similar to check boxes except that the user can only select one of a series of items by clicking it. The button (circle) is displayed to the left of the prompt you supply. If they click another item instead of the currently selected one, the old one becomes unselected and the new one becomes highlighted (circle with a dot inside). These might be used to present a list of shirt sizes for example where the user can only pick one. Radio buttons are grouped together by giving each member of the group the same name. You can create many different groups this way but only one member of each group may be selected by the user.

Name
The name should be something that will distinguish the group from your other questions and be meaningful to you in the listing page. It must be the same as every other member of the radio button group you are creating. For your convenience, It will default to the name of the last entered radio button when defining new ones.
Option Text
Enter a prompt for the button that will appear to the right of the button itself. The text should clearly state what is being chosen by selecting the option.
Option Value
Enter the value you wish to store when the user checks this option. This value is not seen by the user but is instead saved in the database so you know what if anything was chosen. If the user selects the button, the value you specify here is inserted in the database for the group when the form is submitted. If no member of the group is selected when the form is submitted, an error is generated and the user is returned to the form and moved to the group.
Offer Default Value From
You can optionally provide a default answer to your question using the methods enumerated as follows:
  1. You can choose to offer a registrant's "Previous answer" to a like named question on a previous registration, like from the previous season. If "Previous Registration" is checked, the software will pre-fill this field with the most recent answer to a question with the same name from any previous registration program a person is enrolled in.
  2. Similar to the above, the "Other family member answers" option will search for the most recently entered answer to any question with the same name from any family member's registration (regardless of program) and offer it as the default. This value will only be offered if no previous answer was found above or that option is not selected.
  3. If neither of the above methods find a default answer or neither is checked, the answer entered in the "Default optional value" field (if any) will be offered as the default for the field.
Lock after submission
After a registrant submits a supplemental information form, it's possible for them to later (prior to the closing of the program) return to the form and modify their answers. If you do not want them to be able to change their answer in this way, you can check this option to prevent it. If for example you have a question asking for the size of their jersey and you begin ordering them prior to the closing of the registration program, you might not want people to later come back and change their mind. If this affected their payment amount it could also complicate matters even further if they had already paid.
Visible
By default, all questions and their answers are visible to the public on the form. If however you would like a field that only administrators can fill in and see, you can uncheck this attribute. In this case, the radio button won't appear on the respondent's form but will be visible to appropriately logged in administrators for them to select.
Void Registration
This will automatically void a registration if the the registrant selects this choice. This can be a helpful tool if used as part of a volunteer registration, or an advanced playing level registration.

Note: Be careful if you are using this feature as part of a registration with a cost attached, such as a prerequisite family registration. If the registration is voided, they will not be registered, hence, they will not be asked to pay. You may want to use the checkbox question type with the "required" selection as an alternative. Rather than voiding the registration, the required checkbox will prompt the member that they have not checked off a required box.
Cost
You can optionally specify a monetary value that will be added to the user's program cost if they select this option on their form. If for example you wanted to allow the user to specify different jersey sizes that the user could pick from to purchase when registering, you could enter the item's price here. If the user selected the option, that price would be added to their registration cost and the "option value" entered above would indicate in the database which item you'd need to provide to the individual. Each member of the radio button group can have a different price if required.
Include on Listing page
As discussed earlier under the List button on the Registration Control Panel, you can create a listing page for any online registration program that contains basic information about all those who have so far registered online. If you'd like to add the values entered for this question to the listing, you can choose one of the second and third options in this section. The first causes only the "option value" to be displayed in the list but the second causes each registrant's listing to include a checkbox instead. You would then be able to check or uncheck any in the list and submit them all at once for processing. This would be much faster and simpler than actually editing each individual's registration form.

Please note however that especially with the third option above, if you have a large number of registrants in a program, the loading of the listing page may slow down to the point where it's no longer practical to use. If you plan on having more that 100 - 150 registrants in a particular program, you may want to consider forgoing either of the later two options and especially the third.

This question will allow those who register to hand-type a roster for their team into the site. When submitted, everyone entered into the roster will have a record created for them in the database.

Option Text
This is what the user will see that will prompt them to type in a roster.
Include Fields
First and Last name are required for the roster. Select an other options here to include these fields when coaches are entering their roster.