Form Overview and Field Customization

Form Overview

The Form Overview screen is where you will manage the fields included on your form. New registration forms are generated with a default set of fields activated which can be edited and adjusted to fit your needs, so let's customize! 

  1. Log into TeamSnap
  2. Enter your club or league under the My Leagues section of the Dashboard screen
  3. Click Registration tab
  4. Click Edit
  5. Click Form Overview button (if not already there)
  6. Click the change link to switch any field status from Required to Optional

    fieldreqopt.gif

  7. Click the Remove button to remove a field

Add Custom Fields

You can add custom fields to your registration forms that are unique to your organization and its needs.

  1. Click Form Fields 
  2. Click +Add New Field 
  3. Enter custom field name
  4. Select the section of the form where you would like it to be displayed
  • Additional Player Info
  • Sport Info
  • Additional Parent Info
  • Select the field type
    • Valid Options fields will appear where menu items can be entered, separated by commas (e.g. Small, Medium, Large, Extra Large)
    • Text: text are for data entry of alphanumeric characters
    • Menu: drop-down list of menu items
    • Checkbox: single checkbox to be checked or unchecked for Yes/No
    • Date: drop-down date selection (Month/DD/YYYY)
  • Enter a tooltip (optional) - short tip text displayed on hover over ? next to field name
  • Enter help text (optional) - longer tip text displayed on hover over ? next to field name
  • Select validation type (optional - applies to Text field type only)
    • Digits: checks that only numeric characters are entered
    • Email: checks that data entered matches valid email address format
    • URL: checks that data entered matches valid URL format
  • Check all that apply
    • Data entered in this field is PRIVATE to league officials
  • Click Save
  • Manage Existing  Fields

    Once a custom field has been created, it is available for future use on all future registration forms. To manage existing custom fields:

    1. Log into TeamSnap
    2. Enter your club or league under the My Leagues section of the Dashboard screen
    3. Click Registration tab
    4. Click Edit
    5. Click Form Fields 
    6. Click Manage Existing Fields
    7. Click On/Off toggle to switch field status on current form
    8. Click Edit to make changes to custom fields
      Note: Edits made to a custom field apply to all forms that the field is active on, and can break existing data connected to that field
    9. Click Done at the bottom of the fields list

    Arrange Existing Custom Fields

    Need to arrange your custom fields in a different order? Here's how:

    1. Log into TeamSnap
    2. Enter your club or league under the My Leagues section of the Dashboard screen
    3. Click Settings tab
    4. Click Custom Fields
    5. Click and drag fields to re-order
    6. Click Edit to make changes to custom fields
      Note: Edits made to a custom field apply to all forms that the field is active on, and can break existing data connected to that field
    7. Click Delete to permanently discard custom field and all associated data
      Note: Deleting a custom field here permanently removes the field from all forms and cannot be undone

    Next, you're ready to add some Waivers for Registration!