Configuring the Base Form

This article provides a step-by-step guide for tournament directors and administrators on how to configure and customize forms in BlueGolf 360. It covers accessing the form setup, adding and removing fields, making fields required, and utilizing custom fields to tailor data collection. By following this guide, users can efficiently manage form layouts and ensure they capture the necessary player or member information for their events and programs. 

Accessing the Form Setup

• Navigate to CRM from the left-hand navigation menu.
• Click Member > Setup > Forms to access the available forms. Select Base Form

Configuring the Form

• Click Configure Fields to manage the fields on the form.

You will see two boxes:

• Fields Not on Form – Displays fields that can be added.
• Fields on Form – Displays fields currently included on the form.

Adding or Removing Fields

• To add a field, double-click on a field in the Fields Not on Form box to move it to the Fields on Form box.
• To remove a field, double-click on a field in the Fields on Form box to move it back to the Fields Not on Form box.

Reordering Fields

• Use the up and down arrows next to the Fields on Form box to adjust the order.
  • Single arrows move the field one position at a time.
  • Double arrows move the field three positions at a time.

Click Save to apply changes.

Making Form Fields Required

• Click Edit next to the field you want to make required.
• Check the Required box.
• Click Save to update the form.

Using Custom Fields

• Click Configure Fields.
• Add a custom field by double-clicking on it in the Fields Not on Form box to move it to the Fields on Form box.

Custom Field Types:

• Custom (extra) – A basic text box format.
• Custom List – A dropdown selection format.
• Custom Checklist – A checklist format.
• Custom Long Text – A long-text entry format.
• Custom Date – A date-entry format.
• Custom Phone – A phone number entry format.

Click Save to update the form. Locate the custom field within the form and click Edit. Fill out the Edit Custom Field form (options will vary based on the selected field type). Click Save to finalize the custom field setup.