Configure your Platform Forms
Steps to configure platform forms
Related Help Guide Pages
Learn how to Configure Platform Configuration Forms
Your platform forms should work for you! Configure Forms is a Super Admin tool which can be used to update the forms in your platform to meet your team’s needs, by hiding fields you don’t use and making essential fields mandatory.
For example, if you always require an email address for Users, you can set this field as mandatory to ensure it’s always collected. On the other hand, if you never use the 'External ID' field on Courses, you can hide it to keep your forms clean and relevant.
Follow this guide to learn how to customise your forms, so you’re only collecting the information that matters most.
Make an option on the form mandatory
This step will guide you through making a field Mandatory within a platform form
From the Main Navigation Menu select ‘Users’
This will open the Users DataGrid
Select any User from the DataGrid, right click and select the 'Edit' option from the Context Menu
Click the 'Configure Form' button in the top right-hand corner
This will open the Configuration Form for that page
Tick the 'Mandatory' checkbox next to the Email Address field
Click the ‘Save Form Configuration Button’ to save your changes
Any saved changes will appear anytime a New User is created
The field will now become mandatory when a new User is created
Hide an option on the form
This step will guide you through hiding a field that is no longer required within a platform form
From the Main Navigation Menu, select Courses ‘Class’ or Courses ‘Web’
This will open the Courses DataGrid
Right click any Course and select the 'Edit' option from the Context Menu
Click the 'Configure Form' button in the top right-hand corner
This will open the Configuration Form for that Course
Tick the ‘Hide' checkbox next to the Administrator field to set the field to 'Hidden’
Top Tip!
You can select the ‘Hide’ checkbox against other fields within the Configuration Form.
Click the ‘Save Form Configuration Button’ to save your changes
Any saved changes will appear anytime a New Course is created
The Field will now be hidden when creating a New Course
FAQ’s
Can I delete fields within forms?