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Configure your Platform Forms

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Configure your Platform Forms

Owned by Hannah Letch
Last updated: 05 Feb, 2025
4 min read

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.

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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

 

  1. From the Main Navigation Menu select ‘Users’

    image-20250122-140344.png

     

  2. This will open the Users DataGrid

    image-20250122-140546.png

     

  3. Select any User from the DataGrid, right click and select the 'Edit' option from the Context Menu

    image-20250122-140651.png

     

  4. Click the 'Configure Form' button in the top right-hand corner

    image-20250122-140750.png

     

  5. This will open the Configuration Form for that page

    image-20250122-140902.png

     

  6. Tick the 'Mandatory' checkbox next to the Email Address field

    6db3919729368e69231e2286c6efc06d-20250122-141016.gif

  1. Click the ‘Save Form Configuration Button’ to save your changes

    image-20250122-141310.png

    Any saved changes will appear anytime a New User is created

  2. The field will now become mandatory when a new User is created

    image-20250122-141439.png

Hide an option on the form

This step will guide you through hiding a field that is no longer required within a platform form

 

  1. From the Main Navigation Menu, select Courses ‘Class’ or Courses ‘Web’

    3799d85c0d8ded48642781ff68e2a8df-20250122-153333.gif

     

  2. This will open the Courses DataGrid

    image-20250122-153445.png

     

  3. Right click any Course and select the 'Edit' option from the Context Menu

    image-20250122-153537.png

  4. Click the 'Configure Form' button in the top right-hand corner

    image-20250122-140750.png

     

  5. This will open the Configuration Form for that Course

    image-20250122-153900.png

     

  6. Tick the ‘Hide' checkbox next to the Administrator field to set the field to 'Hidden’

    e524584b39e70014b8907832aa03c313-20250122-154006.gif

Top Tip!

You can select the ‘Hide’ checkbox against other fields within the Configuration Form.

  1. Click the ‘Save Form Configuration Button’ to save your changes

    image-20250122-141310.png

    Any saved changes will appear anytime a New Course is created

  2. The Field will now be hidden when creating a New Course

    image-20250122-154403.png

FAQ’s

 

No, we never recommend deleting a field. If a field is no longer required, hiding it from the form is recommended.

 

 

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