Applies to Event Management & Employee Training Management
How to: Request information upon enrollment
If you’re using our apps on SharePoint Online, there’s a handy feature that allows you to create enrollment forms for your events. This tool is straightforward to use and lets you gather specific information from your attendees such as their food preferences or flight details. In this article, we’ll guide you through the simple steps to set this up.
Prerequisites
Make sure you have the app SharePoint|sapiens Modern User Interface version 1.4.0.0 or higher installed. After installing the new version, open the Site Contents view on your SharePoint site, click on the app SharePoint|sapiens Event or Employee Training Management, click on Change Settings and save the settings again.
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.
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.
Alternatively, you can directly open the default page at 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.
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.
Open the site pages library on your SharePoint site, open the folder enrollmentform/sapiensEnrollments and click on the file default.aspx.
Alternatively, you can directly open the default page at 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.
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.
Create and add customized Enrollment form per event
Customized Enrollment forms enable organizers to request additional information from the participants upon registration for a specific event. It is useful if information is needed beforehand, such as menu choice, T-Shirt size, etc.
Video
Watch our video to see how it works:
How do I add the Enrollment Form Column
The Enrollment Form column can be added to your event form using the Edit Form button.
Once you created your event select Edit on the top left-hand corner and on Edit Form on the in the top right-hand corner. You can also click on Edit Form directly when creating a new event.
Click on the + sign and add the Enrollment Form column.
How do I create or select an existing Enrollment Form
When creating or modifying an event, you can select and enrollment form or create a new one.
You can select an existing enrollment form from your list in the dropdown menu or create one by clicking on Create Enrollment Form, add a name, and click on Next (edit the form) and click on Edit enrollment form.
Once opened, the enrollment form can be changed by adding columns to the form.
In the example below, a column for a specific menu selection was created:
Note that you can also define if the columns should be mandatory filled by clicking Yes in the section Require that this column contains information.
Once the column is created, click on OK, and on Republish on the right top hand side of your page.
Important: do not forget to click on save once redirected to the enrollment form.
That’s it! If you have questions or need help, just email us at support@sharepointsapiens.com. We’re here for you!