Assigning Forms to Memberships
FlexForms built via the FlexForms Builder can be assigned to Programs for completion at the time of in-house or online registration (see
The FlexForms Builder). This is done by clicking on the
Forms submenu for a Program, then clicking the
Edit button.
Basic Workflow
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Shared: Use this Requirement Type if you would like Program Registrants to only have to fill this form out ONCE. This means that if they have a prior instance of this form that has already been completed, they will not have to fill it out again. They will however have the opportunity to update it. This is common for fairly static information like Health Assessments.
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Required For: This is really only applicable if a Membership can have multiple Members associated with it (i.e Family Membership). In this case, if only the primary Member needs to fill out the Form, choose Primary Member otherwise choose All Members
** Note: All Forms required for In-house Membership Enrollments are allowed to be partially completed
