You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
We Make Meetings Work.
Home > Registration & Invitations > Editing Registration Forms > Customizing forms for different user roles
Customizing forms for different user roles
print icon
Need a form field to be required for your Attendees, but hidden for your Company Reps? You can assign different visibility to different user roles.

In this article:

Where is it?

You’ll access role options in the Form Editor. Head to the Configure menu, and choose Form Layout.

From there, choose the type of form you need and click Edit Form:

  We’ll show the Attendee form editor here, but this tool is available in all MeetMax forms.

Next, locate the field you want to update. Go to the Type column and click the Edit icon:

  If you’re creating a new form field, you can access the role options once you’ve saved the new field.

When you click the Edit icon, a pop-up appears. Click the Require/Hide sub-options tab:

  The User types you have access to here will depend on your event’s setup. Learn more about the MeetMax user roles here.

(Back to top)

What options do you have?

Different field types have different ways to customize.

For a Radio or Drop down field, for example, you can make the field:

  • Hidden, which removes it from the form for the roles you select
  • Required, which makes the field required only for the roles you select or
  • Read-Only, which prevents the user roles you select from making changes to the field

For a Text or Textarea field, on the other hand, you can only make the field Read-Only:

(Back to top)

Saving the changes

When you click Submit, that dismisses the pop-up. Be sure to also click the Save button to apply the change to your form.

By default, MeetMax applies these changes to both the Attendee and Admin versions of the form. You can disable that by clicking the check box:

Feedback
0 out of 0 found this helpful

scroll to top icon