Create & Manage Field Sets for Activities

You can create custom field sets for your Registration Forms in Activities. Field Sets are groups of fields that you can add to a form at one time.

Create Field Sets

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Activities
   
   
3. Select the Field Sets tab
   
4. Click Add Field Set
   
   
5. Create a name for your field set (such as Address or Phone Number)
   
6. Drag and drop fields into the field area to add them to the field set
   
   
   • Field Types
     
     • Short Answer: Will allow for a short answer (Character limit of 999 characters)
     • Long Answer: Will allow for a long answer (Character limit of 9,999 characters)
     • Checkboxes: Will allow you to add an unlimited number of checkbox options to choose from
     • Dropdown: This will allow you to add an unlimited number of drop-down options to choose from
     • Radio Buttons: Will allow you to add unlimited radio button options to choose from
     • Section Break: Will add a section break to the form
     • Reply Email: Will allow a reply email to be entered
     • Page Break: Will add a page break to separate the form
     • Date/Time: Will allow a date/time on the form
     • File Upload: Will allow files to be uploaded
     • Image: Will allow an image to be added
     • Link: Will allow the addition of a link
     • Text: Will allow for a text section
   • Field Sets
     • Will appear with existing field sets you can add
7. When you add a field type, configure those properties as well
   
   
   Note: Properties will vary depending on the field type.
   • Label: Create a name for the field type
   • Instructions: Add instructions
   • Width: Select a width (part of the field area they take up)
   • Required: Select to make this field type a required selection
   • Max Length: Enter a maximum character length
     • Limit width to max length: Click to make the width dependent on the max character length.
   • Placeholder: Add text in the box (possibly instructions) that will go away as soon as you click into the field
   • For Radio Buttons, Checkboxes, and Dropdown
     
     • Options: Add an option and click + to add to the field
       
8. Click Save Changes
   
   
9. Click Save or Save and Make Active
   
   
   • Save: Saves changes, but the field set is not available for use
   • Save and Make Active: Saves changes and the field set becomes available for use

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Modify Field Sets

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Activities
   
   
3. Select the Field Sets tab
   
4. Click Actions next to your desired field set
   
5. Select Modify
   
   
6. Modify the field set
   
   
   • Name: Edit the name of the field set
   • Field Types and Field Sets: Drag and drop into the empty space
     
     • Field Types
       
       • Short Answer: Will allow for a short answer (Character limit of 999 characters)
       • Long Answer: Will allow for a long answer (Character limit of 9,999 characters)
       • Dropdown: Will allow you to add drop-down options to choose from
       • Checkboxes: Will allow you to add checkbox options to choose from
       • Radio Buttons: Will allow you to add radio button options to choose from
       • Section Break: Will add a section break to the form
       • Reply Email: Will allow a reply email to be entered
       • Page Break: Will add a page break to separate the form
       • Date/Time: Will allow a date/time on the form
       • File Upload: Will allow files to be uploaded
       • Image: Will allow an image to be added
       • Link: Will allow the addition of a link
       • Text: Will allow for a text section
     • Field Sets: Will display existing field sets
       
7. Click Save or Save and Make Active
   
   
   • Save: Will save the changes without making active
   • Save and Make Active: Will save and make active (will only appear if the field set is currently inactive)
   • Save and Submit: Will save your work and submit it for approval (this option will appear for Authors only)

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Delete Field Sets

You must make field sets inactive before you can delete them.

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Activities
   
   
3. Select the Field Sets tab
   
4. Check the field set(s) you want to delete
   
   
   Note: Click the box next to Field Sets to choose all field sets.
5. Expand Bulk Actions
   
6. Click Delete
   
   
7. Respond OK to the Are you sure you want to delete the selected items? pop-up
   

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