How to: Create a custom enrollment form

Applies to: Event Management for Office 365/SharePoint online


Follow this guide if you want to create a customizable enrollment form page or an enrollment form with additional questions per event.

Prerequisites

Make sure you have the app SharePoint|sapiens Modern User Interface version 1.3.46.0 or higher installed. After installing the new version, open the Site Contents view on your SharePoint site, click on the app SharePoint|sapiens Event Management, click on Change Settings and save the settings again.

Open the custom enrollment page

You can decide per view if you want to open the enrollment form in a dialog or the customizable enrollment page. If you want to display the enrollment page, change the view and include the column Enrollment Link (open enrollment form page in fullscreen view) instead of the default Enrollment Link column.

Add the enrollment link column to open the enrollment page instead of the dialog

The default enrollment page

You have the option to choose the enrollment form per event (see Enrollment form per event). If you don’t have a custom enrollment form selected yet, you can use the default enrollment page.

Where can I find the default page?

Open the site pages library on your SharePoint site, open the folder enrollmentform/sapiensEnrollments and click on the file default.aspx.

The default enrollment page

Alternatively, you can directly open the default page at

https://company.sharepoint.com/sites/yoursite/SitePages/enrollmentform/sapiensEnrollments/default.aspx
https://company.sharepoint.com/sites/yoursite/SitePages/enrollmentform/sapiensEnrollments/default.aspx

How can I edit the enrollment page?

If you want to edit the default enrollment page, click on Edit and add new web parts or change the existing ones.

Edit enrollment page

Change the form web part:

In the form web part, you can decide what columns should be visible, the order of the columns in the form and the name of the Save and Cancel buttons.

Enrollment page web parts

Enrollment form per event

If you want to create an enrollment form per event, add the column Enrollment Form to the EVMEvent content type in the list Scheduled Events. Open the list settings, click on EVMEvent in the content type section, click on Add from existing site or list columns and add the column Enrollment Form.

Add enrollment form column to content type

If you now create or modify an event, you can select the enrollment form you want to use or create a new one.

Select enrollment form

If you click on Create Enrollment Form a new form is created and opens in a dialog.

New enrollment form

Now change the title and click on Edit enrollment form to edit the form, add additional questions, etc.

Add column to enrollment form

Now publish the enrollment form page, save the enrollment form dialog and save the event.

If user now enroll in this event, the new enrollment form will be used instead of the default form.

Enrollment form example

I hope you found this guide useful. If you have any questions, please send an e-mail to [email protected].