Accessing a Form for Configuration

To open a form so you can configure it:

1. Navigate to   > Settings > Forms & Fields.

2. Choose the category of form you want to edit:

   • Partner User
   • Partner
   • Lead
   • Deal
   • Account
   • Deal Line Item
   • MDF

   

   You may also see the Custom Objects category listed here. For information on working with Custom Objects, see Custom Objects and About Custom Objects and Submissions.

3. Choose Forms in the left hand sidebar to get a list of available forms.

   

4. Note the Form Type column in the list. This indicates where the form will be used to add information - Partner Portal or Unifyr One (for Unifyr One Admin).
5. Select the form you want to configure from the list. Note: these are Unifyr One standard forms, and you may not see all of these on your system. You may also see other forms, if you have implemented custom forms.
   • Partner User
     • Partner User Portal
     • Partner User Profile
     • Partner User Registration (this form may need to be enabled on your system. Submit a request to your Unifyr One team if you want to use it)
   • Partner
     • Company Profile Portal
     • Partner Invitation
     • Partner Profile
     • Partner Registration Portal
     • Partner Registration Admin, for Create Partner (this form may need to be enabled on your system. Submit a request to your Unifyr One team if you want to use it)
   • Lead
     • Lead Contact (in Contact category)
     • Stage Change (in Contact category)
     • Lead Registration (in Register category)
     • Lead Accept (in Accept category)
     • Lead Reject (in Reject category)
     • Lead Feedback (in Feedback category)
     • Lead Unqualified/Invalid (in Unqualified/Invalid category)
   • Deal
     • Deal Registration - Default
     • Deal Registration Admin
     • If you're using Deal Types, you might see a form for each type
   • Account
     • Account Admin
     • Account Portal
   • Deal Line Item
     • Deal Line Item Admin
     • Deal Line Item Portal
   • MDF
     • Admin MDF Claim/Pre-Approval Form
     • Claim/Pre-Approval Request

6. Make changes as required.

   You can make these changes - see Form Configuration for information:

   • Add/remove fields
   • Reorder the fields
   • Rename fields
   • Make a field mandatory/optional
   • Make a field read-only
   • Add a display condition for a field
   • Add data validation to a field
   • Set the column layout (1 or 2 columns)
   • Add a custom header/guidance text
   • Include CAPTCHA (for some forms)
7. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.

The ability to manage forms depends on your role and whether form editing has been enabled for your site:

• Unifyr One admins can edit all forms - they'll be given a link to the form in > Settings > Forms & Fields > field category > Forms.
• Non-admins can edit forms for custom objects. They can also edit other forms if form editing is enabled on the site.  Submit a request to your Unifyr One team if you want to discuss enabling the option.
• If form editing is disabled, non-admins can't edit forms. They are told to make a request to their Unifyr One team to make the changes - they see the message Speak to your Unifyr One representative about making changes to field visibility.