Customize or Edit a Violations Form

After you create a violations form, you can reopen it to add to or change its interactive features.

  1. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Violations” tab.
  3. In the “VIOLATIONS” window that opens, locate your form in the list.
  4. In the “ACTIONS” column of the form listing, open the three-dots menu and choose “Form Builder” to open the “FORM MANAGEMENT” window with the form pre-selected for editing. (If you accidentally open the wrong form, click on the “Select Form to Edit” dropdown menu at the top of the “FORM MANAGEMENT” window, click on the name of the form you want, and click on the “Select” button. The dropdown menu also includes a “+ CREATE NEW FORM” option.)
  5. To change the name of the form, add or change form recipients, and enable or disable the “Members Only” checkbox, click on the “Edit” icon (blue pencil) to the right of the name of the form in the “FORM MANAGEMENT” window.
  6. In the “EDIT FORM” window that opens, change the name, submission response, recipient(s), type, and members-only status of the form.
  7. When you have finished editing form options in the “EDIT FORM” window, click on the “Save” button to accept your changes and return to the “FORM MANAGEMENT” window. To cancel edits to the form and return to the “FORM MANAGEMENT” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.

Violation forms display their requests for input in individual sections.

  1. To create your first section, click on the “+Add New Section” button in the box below the name of the form.
  2. In the “ADD SECTION” window that opens, activate the “Show Title” checkbox to make the name of the section visible when the form loads. Type the name of the section in the “Section Name” box. Click on the “Save Section” button to create your section and return to the “FORM MANAGEMENT” window. To cancel creation of the form section and return to the “FORM MANAGEMENT” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  3. After you create a section, set up its content. Sections can contain full-width input, which covers the full width of the section area, or half-width input, which occupies half the width. Two half-width sections can set side by side on a form. A section can contain as many inputs as you need for the purpose you want your form to fulfill.
  4. Click on the “+Add Half-Width Input” button to create a half-width field, or the “+Add Full-Width Input” button to create a full-width field.
  5. To remove a section, click on the red trashcan icon to the right of the “Edit” icon (blue pencil) next to the section name.

To edit a section of a violations form, first create and save the form, and then add the structure you need to obtain the required information from your membership.

  1. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Violations” tab.
  3. In the “VIOLATIONS” window that opens, locate your form in the list.
  4. In the “ACTIONS” column of the form listing, open the three-dots menu and choose “Form Builder” to open the “FORM MANAGEMENT” window with the form pre-selected for editing.
  5. Click on the “+Add Half-Width Input” button to create a half-width field in the section you want to edit, or the “+Add Full-Width Input” button to create a full-width field.
  6. In the “ADD CUSTOM FIELD” window that opens, click on one of the nine types of fields on the list to select it. (Note that Full-Width Input fields are reserved for field types f and g as described below.)
  7. Select “Short Text Input” as your field type if you want members to enter brief alphanumeric input, from a house number to a quick answer to a question.
  8. In the “ADD TEXT INPUT FIELD” window that opens, enter a title in the “Title” box. Enter placeholder text in the “Placeholder” box to show an example of the type of input you expect.
  9. To require completion of this field, activate the “Required” checkbox.
  10. Click on the “Save Text Input Field” button to create your Text field, or to close the “ADD TEXT INPUT FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Long Text Input” as your field type if you want members to enter a paragraph of alphanumeric input, such as a description or long-form answer.
    1. In the “ADD PARAGRAPH TEXT FIELD” window that opens, enter a title in the “Title” box. Enter placeholder text in the “Placeholder” box to show an example of the type of input you expect.
    2. To require completion of this field, activate the “Required” checkbox.
    3. Click on the “Save Paragraph Text Field” button to create your Text field, or to close the “ADD PARAGRAPH TEXT FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Dropdown Menu” as your field type if you want members to choose a value from a list of alphanumeric options that drops open when members click on it.
    1. In the “ADD DROPDOWN MENU” window that opens when you click on “Dropdown” in the list of field types, enter a title in the “Title” field.
    2. Type values into the “Option” boxes to set up your dropdown menu items in the order you want them to appear.
    3. By default, the “ADD DROPDOWN MENU” window contains two “Option” boxes. To add more options to your menu, click on the “Add Another Option” link. To remove a menu option, click on the “remove” link to the right of the name of the option.
    4. To require completion of this field, activate the “Required” checkbox.
    5. Click on the “Save Dropdown Menu” button to create your Dropdown field, or to close the “ADD DROPDOWN MENU” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Checkbox” as your field type if you want members to choose one or more options from several pre-specified options.
    1. In the “ADD CHECKBOXES” window that opens when you click on “Checkbox” in the list of field types, enter a title that describes the type of input you expect.
    2. Type values into the “Option” boxes to set up your checkboxes in the order you want them to appear.
    3. By default, the “ADD CHECKBOXES” window contains two “Option” boxes. To add more options, click on the “Add Another Option” link. To remove a checkbox option, click on the “remove” link to the right of the name of the option.
    4. To require completion of this field, activate the “Required” checkbox.
    5. Click on the “Save Checkboxes” button to create your Checkbox field, or to close the “ADD CHECKBOXES” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Radio Buttons” as your field type if you want members to choose only of several pre-specified options.
    1. In the “ADD RADIO BUTTONS” window that opens when you click on “Radio Buttons” in the list of field types, enter a title that describes the type of input you expect.
    2. Type values into the “Option” boxes to set up your radio buttons in the order you want them to appear.
    3. By default, the “ADD RADIO BUTTONS” window contains two “Option” boxes. To add more options, click on the “Add Another Option” link. To remove a radio-button option, click on the “remove” link to the right of the name of the option.
    4. To require completion of this field, activate the “Required” checkbox.
    5. Click on the “Save Radio Buttons” button to create your Radio Buttons field, or to close the “ADD RADIO BUTTONS” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Spacer” as your field type to leave an area of your form blank as a divider among the elements in a section. The Spacer field type does not include any options or settings.
  • Select “Paragraph” as your field type to add static text that provides instructions for using the form.
    1. In the “ADD PARAGRAPH TEXT” window that opens when you click on “Paragraph” in the list of field types, enter your text in the “Title” box.
    2. Click on the “Save Paragraph Text” button to create your Paragraph field, or to close the “ADD PARAGRAPH TEXT” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Upload Field” as your field type to add static text that provides instructions for using the form.
    1. In the “ADD UPLOAD FIELD” window that opens when you click on “Upload Field” in the list of field types, enter an identifying title in the “Title” box.
    2. To require completion of this field, activate the “Required” checkbox.
    3. Click on the “Save Upload Field” button to create your Upload field, or to close the “ADD UPLOAD FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  • Select “Date Picker Field” as your field type to add static text that provides instructions for using the form.
    1. In the “ADD DATE PICKER FIELD” window that opens when you click on “Date Picker Field” in the list of field types, enter an identifying title in the “Title” box.
    2. To provide a guiding message about the type of information to enter, add a value in the “Placeholder” box.
    3. To require completion of this field, activate the “Required” checkbox.
    4. Click on the “Add Date Picker Field” button to create your Date Picker field, or to close the “ADD DATE PICKER FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    • To edit a field, click on the “edit” link to the right of its name. To remove a field, click on the “remove” link to the right of the “edit” link. Because Spacers have no content to edit, they include only a “remove” button.
    • To move a field within a section, click and drag the four-headed arrow to the left of the name of the field.
    • When you are happy with your overall form, click on the “Save Form” button, and then click on the “back to custom forms” link under the title of the “FORM MANAGEMENT” window to return to the “VIOLATIONS” window.
    • To close the “FORM MANAGEMENT” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    • To switch to editing another form, choose the name of the form from the “Select Form to Edit” dropdown menu, and click on the “Select” button. If you have unsaved changes in the form you’re currently editing, the “LEAVE PAGE?” window appears, and asks if you want to leave the page and abandon your changes. Click on the “Continue” button to switch to the second form and abandon your changes to the first form. To close the “LEAVE PAGE” window without switching to another form, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.