Register Section Overview
The Registers section within Diversity Sync'd allows staff to view custom form submissions, manage form access, and create or edit custom forms. For detailed steps on creating or editing forms, please refer to the Creating and Editing Custom Forms support documentation.
Overview of Fields in the Register Table
Each form listed in the Register section displays the following details:
Form Name
Creator of Form
Category
Number of Submissions
Number of Incomplete Forms
Archived Status
Roles Assigned
Form ID
Access and Role-Based Permissions
Public Forms (No Roles Assigned)
If a form is public (no roles are assigned):
Any staff member can select and view the form submissions.
However, which form submissions staff are able to see depend on their permissions:
Staff may be able to see all submissions for the form.
Or, they may be limited to viewing only their own submissions, depending on their individual permissions.
Restricted Forms (Roles Assigned)
If a form has specific roles assigned:
Only staff members with the corresponding role(s) can access the form submissions.
Permissions also apply as above:
Staff may either see all form submissions or only their own form submissions, depending on their assigned permissions.
Managing Roles and Templates
To manage roles or edit a form template (if you have the necessary permissions).
Click the vertical three dotted icon next to the form on the right side of the table.
Select Assign roles to update which roles have access.
Choose Edit Template to modify the form structure.
Viewing and Filtering Form Submissions
After selecting a custom form, you'll see a table displaying the form's submissions. You can customise this view with the following tools:
Date Range Filter: Narrow down results by submission date.
Fields Dropdown: Choose which fields within the form to display in the table.
Options Dropdown:
Create New Submission
Edit Form Template (requires permission)
Field Filtering and Table Customisation
Use the Fields dropdown (between the date range and options menu) to select specific fields to display in the table.
Once selected, the table will update to show only those fields.
You can resize columns by hovering over the blue vertical line on the right edge of each field.
Each displayed field includes a search box to filter data at a granular level, allowing staff to easily locate specific information.
If you need assistance please contact Support.