Using the Form Builder for Templates

The form builder for registration templates works exactly the same as for application & assessment templates. You have access to all the same field types and properties.

You can drag and drop a field type from the left toolbox into the form builder area, or you can simply click on a field type to add it. This creates your first field on the page.

Available Field Types

Simple Fields

• Free Text - Add instructional text, headings, or information blocks that aren't questions (applicants can't enter data here)

• Header - Create section headers to organise your form into clear sections

• Image - Add images, logos, or visual elements to your registration form

Data Entry:

• Entity Name - Captures the name of the individual or organisation

• Multi-choice - Checkboxes allowing multiple selections

• Single choice - Radio buttons allowing one selection

• Dropdown - Concealed list that expands when clicked (good for longer lists)

• Yes/No - Binary choice with optional confirmation checkbox style

• Slider - A sliding scale with a configurable range (default 0-10), useful for rating scales or numeric ranges

Text Fields:

• Short text - Single line text entry

• Long text - Multi-line text entry

• Rich text - Formattable text with bold, italics, links, bullets, and numbered lists

Other Fields:

• File upload - For uploading supporting documents (e.g., proof of registration, identification)

• Address - Compact way to capture full address information

• Date picker - Consistent date entry interface

• Currency - For financial information (can set max values)

You also have the ability to upload files for use in templates, export form templates to PDF and change the form template type - you can read more about these capabilities here.