Managing form customization | FundCentre Onboarding

The form tabs available are General information, Address details, Banking, Regulatory information, Additional representations, and Subscription agreement. The left panel displays the fields and field groups. The right panel displays the configuration and customization options. 

1. From the Manage menu, click Form Customization. 
2. Select the General form tab.
3. Locate the field or section with field group in the left panel and click it. To add new sections or field, see  Add custom sections and fields.
4. Review the field in the Configuration panel on the right side of the screen. The configuration panel includes visibility, label, tooltip, layout, dropdown, conditional visibility, and behaviour settings.
5. To control field visibility, use Visible to LP in the right panel. 
   • Turn the setting on to display the field to the LP.
   • Turn the setting off to hide the field from the LP.

   • Review the preview to confirm the result. 

     Note: If a field should appear only in certain circumstances, use Conditional visibility.

6. To control the display text and change the field label, use Default label.
7. To use a tooltip, use Tooltip and Tooltip-more text 
   • Enter a short explanation of what the LP should provide. 
   • Review the preview.
8. To control where a field appears and change the field layout, use Start with new line. 
9. To configure dropdown fields, edit the label and visibility.
10. To configure placeholder text, use wording and concise instruction that will guide the LP what to enter or select.
11. To configure conditional visibility, use Conditional visibility.
    1. Click Add.
    2. In Make the question visible if, select AND or OR. You will use AND when all conditions must be met and OR when any qualifying condition can make the field visible.
    3. Select the field that controls visibility and select the comparison operations such as Equals.
    4. Click +Condition to add another condition.
    5. Click +Group when separate groups of conditions are required.
    6. Select Apply.
12. To configure behaviour, review Required and Read only.
    1. Set the field as required when the investor must provide the information. 
    2. Turn on Read only when the investor should be able to view not change the value.
13. To reorder a section or field, in the left panel, click the handle icon to the left of the section or field, and drag it to its new location.
14. Click Save.
15. Similarly, make the required changes in Address details, Banking, Regulatory information, Additional representations, and Subscription agreement tabs.
16. Click Save.

You can add, edit and delete sections and custom fields in the investor onboarding form.

Add a new custom field

1. From the Manage menu, click Form Customization. 
2. Click +Add field. The Add New Field window appears.
3. From the field type list, select the field type that matches the information that you want to collect or the section structure you want to create. 

The available field types are: 

• Text field
• Dropdown
• Radio
• Checkbox
• Date picker
• Heading
• Panel

Add a section using a panel

You can use a panel to create a section for a group of related fields.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Panel.
4. Enter the Field Name.
5. Enter the Display Name.
6. Review the information for accuracy.
7. Select Add Panel. The section appears in the left.
8. To add fields, customize the section including deleting the section, use the Configuration panel on the right side of the screen.

Add a heading to a section

You can use a heading to display a title or explanatory text within the form.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Heading.
4. Enter the Field Name.
5. Enter the required HTML Content.
6. Review the heading text.
7. Select Add Heading. The heading appears in the left panel.

Add a custom text field

You can use a text field for information such as names, descriptions, reference numbers, or other free-form text responses.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Text Field.
4. Enter the Field Name.
5. Enter the Display Name.
6. Enter a Default Value, if required.
7. Select Add Field. The custom text field appears in the left panel.

Add a custom dropdown field

You can use a dropdown field when the investor should select one value from a predefined list.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Dropdown.
4. Enter the Field Name.
5. Enter the Display Name.
6. Using Add/ Modify options, enter the key and the Display Name pair.
7. Select Add Field. The custom dropdown field appears in the left panel.

Add a custom radio field

You can use a radio field when the investor should select one response from a small set of choices.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Radio.
4. Enter the Field Name.
5. Enter the Display Name.
6. Using Add/ Modify options, enter the key and the Display Name pair.
7. Select Add Field. The custom radio field appears in the left panel.

Add a custom checkbox field

You can use a checkbox field when the investor response is a for a single acknowledgement or selection rather than a choice among multiple values.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Checkbox.
4. Enter the Field Name.
5. Enter the Display Name.
6. Select Add Field. The custom checkbox field appears in the left panel.

Add a custom date field

You can use a date picker field when the investor needs to enter a date.

1. From the Manage menu, click Form Customization. 
2. Click +Add field.
3. In Field Type, select Date Picker.
4. Enter the Field Name.
5. Enter the Display Name.
6. Select Add Field. The custom date field appears in the left panel.

Delete a section, heading, or field

You can delete a section, heading or field if it is no longer required.

1. From the Manage menu, click Form Customization. 
2. Locate the required custom section or field in the left panel.
3. To delete a section, click the section name in the left panel, and click Delete panel in the Configuration panel on the right side of the screen.
4. To delete a heading, click the heading name in the left panel, and click Delete heading in the Configuration panel on the right side of the screen.
5. To delete a field, locate the custom field and click the trashcan icon.
6. Click Delete to confirm.