đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Forms drive every key interaction across your account, from onboarding volunteers and capturing shift details to gathering post-event feedback.
To support a wide range of operational requirements, a selection of specialised form types is available. Choosing the right form type determines where your form appears, who can access it, how long it stays open, and how the collected data is stored.
IN THIS ARTICLE:
User Account and Profile Forms
These forms handle a User's initial entry into your system and the ongoing maintenance of their User profile.
Shift Operations & Field Management
Attached directly to Shifts, these forms govern Volunteer workflows before, during, and after Shifts, as well as Leader interaction. The forms in this section can be configured across three levels:
Global Level: Managed and applied platform-wide from Settings > Organization Settings > Events tab.
Event Level: Managed in the Portal Visibility tab and applied to all Shifts within that Event by default.
Shift Level: Managed in the Forms tab and applied strictly to an individual Shift.
The forms include:
Event & Role Offer Forms
Used to engage Volunteers at the macro-level (Events and multi-Shift roles) before assigning specific Shift times.
Public & Data Collection Forms
These forms capture general data, drive automated Journeys, or serve anonymous external audiences.
Admin & Specialty Module Forms
Restricted form types used by system administrators or specialised platform modules.