Creating a Custom Form for Unifyr One Admin

You can create custom forms to categorize your partner or partner user data records in Unifyr One Admin.

Any custom partner forms you set up are presented in the Profile area of partner accounts. For more information, see Viewing a Custom Partner Form in Unifyr One Admin.

Your custom partner user forms appear in a partner user's record (accessed either from the Users tab of the partner account, or from Partner Management > User Explorer). For more information, see Viewing a Custom Partner User Form in Unifyr One Admin

1. Navigate to   > Settings > Forms & Fields.
2. Choose the Partner category.
3. Go to the Forms tab.

4. Click Create Form, then choose Unifyr One from the dropdown menu.

    

5. In Create Form, click the pencil icon next to the title to add a new title for the form. Click Save to save the title.

   Note that the label next to the name reads Unifyr One. This form is available for your use in Unifyr One Admin.

6. In the Fields tab, Available Fields shows the fields that can be added to the form. Some Unifyr One core data fields, and your custom fields from the Partner category, are listed.

7. Use one of these methods to add a field to the form:

   • Drag and drop the required field from Available Fields directly to the required position in Selected Fields.
   • Click the Add icon to move the field from Available Fields to Selected Fields. The field is added to the bottom of the list - you can drag it to the required location.

   Update the Display Name, and the Required, Read-only, and Display Condition properties as required. For more information about the properties, see Form Configuration.

8. To remove a field, select it in Selected Fields and click the X.

   Note: If the field shows a padlock icon, rather than an X, you can't remove it. This field is required by Unifyr One at a system level.

9. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.