Bid Postings


 






Edit the Plan Holders Form

Who can use this feature?

System_Admin.png Slash.png Owner.png

 

 

Overview 

This article will show you how to modify the Plan Holders Form in Bid Postings.

Disclaimer

Information submitted on this form will be sent via email. To protect sensitive information, do not request the following information on any forms: Social Insurance numbers, driver’s license numbers, bank account information, routing numbers, medical information, passport numbers, and passwords.

Instructions

  1. Navigate to Modules > Content > Bid Postings
    modules_content_bid_postings.png
  2. Select the Plan Holders Form tab
    plan_holders_form_tab.png
  3. Make changes
    plan_holders_form.png
    • Use Plan Holders Feature: Controls whether categories may require users to submit a form prior to viewing bid features
      • Do Not Use: Does not use the feature
      • Require submission before viewing bid: Makes the user submit a form before viewing the bid
      • Require submission before viewing Related Documents: Makes the user submit a form before viewing the Related Documents
    • Filed Types: Allows you to add different fields to the form
      • Short Answer: Will allow for a short answer
        • Note: Character limit of 999 characters.
      • Long Answer: Will allow for a long answer
        • Note: Character limit of 9999 characters.
      • Dropdown: Will allow you to add drop-down options to choose from
        • Note: No limit to the number of drop-down options you can create.
      • Checkboxes: Will allow you to add checkbox options to choose from
        • Note: No limit to the number of checkboxes you can create.
      • Radio Buttons: Will allow you to add radio button options to choose from
        • Note: No limit to the number of radio buttons you can create.
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link
      • Text: Will allow for a text section
  4. Select Save Changes
    save_changes.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback