Form Configuration Overview

Unifyr gives you the option to configure forms to match your requirements as a supplier. Forms can be made easy to complete in the portal, by hiding fields that aren’t relevant. You have control over whether a user can view or edit data. You can also add validation rules to ensure clean data is always submitted by your partners.

Form Configuration in Unifyr allows you to customize layout and behaviour of forms. This includes:

• Renaming and hiding standard fields
• Making standard fields mandatory/optional
• Making fields read-only
• Mixing standard and custom fields
• Changing the field order
• Using display conditions
• Adding CAPTCHA verification (to some forms)

You can make changes to two types of form:

• Unifyr standard forms - for a list of standard forms, see Accessing a Form for Configuration
• Your custom forms - for more information, see Custom Forms

Intended Audience

Channel Operations Managers

Training

Related Topics

• Custom Fields
• About the Unifyr Partner Portal
• About Partner Management