Build a Form

Manage Forms is the place where you can add tabs and questions/fields to your form, adjust the settings for the form and each question/field, and configure form-wide settings. You will start with Jenzabar-provided form templates, which you can customize as needed. These steps outline how to build a general form from scratch. If you want information about creating forms for events or online submissions, see the links at the bottom of the page.

Step 1: Select the Form Template

Step 2: Set Up Basic Form Information

Step 3: Configure the Form Settings

Step 4: Determine How Form Completion is Handled

Step 5: Configure Submission Options

Step 6: Add Form Content

Tabs

Rows

Questions/Fields

 

Available Form Templates

Online Application Form (available with Candidate features license)

Multi-Part Event Registration Form (with or without fees) (available with EXi Events license)

Single Event Registration Form (without fees) (available with EXi Events license)

Single Event Registration Form (with fees) (available with EXi Events license)

Learn More

Form name, description, and tab orientation

Form availability and file upload storage

Form completion settings

Form submission options

How to build a custom event registration form