About Custom Forms

Unifyr allows you to create your own custom forms for capturing these types of data:

• Partner information - data that will be added to the partner profile (e.g. Partner Management > Partner Explorer > partner > Profile)
• Partner User information - data that will be added to a user’s profile (e.g. Partner Management > Partner Explorer > partner > Users > user)

You can have multiple forms for different types of information. Each form can contain core partner/user fields and your own custom fields, if required.

For information on creating custom data fields, see Custom Fields.

For information on configuring the layout and behaviour of forms - add/remove the fields they contain, include data validation or display conditions for fields, etc., see Form Configuration.

Before You Begin

If you want to include custom fields in your form, ensure that they’re already set up for use. For more information, see Custom Fields.

Related Topics

• Custom Fields
• Form Configuration
• Add Dynamic Content