Custom questions

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:44 PM by Alex C

This custom page is the registration process that allows you full flexibility to add any custom fields specific to your business requirement that we don't have. You have the following fields to utilise as part of the form builder

To add your fields to this custom registration page:

  • Go to Settings > Staff registration > Manage the registration form > Edit
  • Here you can click on Manage for the Custom Questions page
  • Determine whether or not you want this page to part of the initial registration process. You can tick here to only allow this page to be available once staff have registered
  • Click on the Manage button to enter the form builder
  • To start you must add a form block that will contain your question set.
    • Click the + Block button
    • You can now specify the title of the block
      • Title
        • The name of the question block
      • OK
        • Press ok to create your custom block
    • You will now have a question block added to the page
    • The following buttons allow you to manage this block
      • From left to right:
        • Add questions into this block
        • Move the block up
        • Move the block down
        • Limit visibility of this block
        • Change the block between active and inactive
        • Edit the block title
        • Remove the block
  • To add questions to the block click the + button
    • Here you can add
      • Single line text field and Multiple line text
        • Click to add to see the following dialogue:
          • Title *
            • Title of the question
            • This is mandatory
          • Mandatory
            • To ensure that when the internal use-only page is saved this field is added
          • Hidden
            • To hide if no longer required but you don't want to delete the data that has been added
          • Show in user search
            • To make this searchable via the staff search
      • Dropdown (single choice), Radio buttons (single choice) and Checkboxes (multiple choice)
        • Click to add to see the following dialogue: 
          • Title *
            • Title of the question
            • This is mandatory
          • Mandatory
            • To ensure that when the internal use-only page is saved this field is added
          • Hidden
            • To hide if no longer required but you don't want to delete the data that has been added
          • Show in user search
            • To make this searchable via the staff search
          • Options
            • Add the options to go to the dropdown using the + button
            • Hide/show each option to keep the data using the eye button
            • Delete the option and delete the data using the cross button
      • Date
        • Click to add to see the following dialogue
          • Title *
            • Title of the question
            • This is mandatory
          • Mandatory
            • To ensure that when the internal use-only page is saved this field is added
          • Hidden
            • To hide if no longer required but you don't want to delete the data that has been added
          • Show in user search
            • To make this searchable via the staff search
          • Send notification 4 weeks before the date
            • To enable a notification to be sent 4 weeks prior to the date added to this field
            • This is useful if you are using this as an expiry date for a certification or qualification, or even as a general reminder
          • Send notification to
            • Add the email address to send this notification to
          • Show on the dashboard
            • Show this date field on the dashed 4 weeks prior to the date added
      • Text
        • Click to add to see the following dialogue
      • File upload
        • Click to add to see the following dialogue
          • Title *
            • Title of the question
            • This is mandatory
          • Mandatory
            • To ensure that when the internal use-only page is saved this field is added
          • Hidden
            • To hide if no longer required but you don't want to delete the data that has been added
          • Show in user search
            • To make this searchable via the staff search
    • Upon completion, you will see your set of custom questions similar to this
      • To manage these questions
        • Click and hold to drag and drop into the correct order
        • Each question has an edit and delete button
    • Press Submit to save your form
    • To view your custom registration page as staff will see it, click on the Preview button in the main pages list
    • You can now see the page as staff will view and complete it
      .

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