Custom Volunteer Forms

Volunteer add and edit pages use the account's volunteer form templates.

Open Volunteer Forms

1. Go to Settings > Forms.
2. Select the volunteer form type.
3. Open a template or create one.

When several templates are available, staff can choose a template while adding a volunteer.

Build a Template

Templates contain sections and fields. You can:

• Name and describe the template.
• Add, edit, reorder, or remove sections.
• Add supported input fields.
• Mark fields required.
• Preview the resulting form.
• Set a template as the default.

Typical sections cover contact details, availability, roles, skills, experience, languages, certifications, references, and agreements.

Synced and Custom Data

Fields that sync to volunteer columns update the corresponding core record values. Other answers are stored as custom details and appear in the profile's Custom Details panel.

Fields configured for list display can be enabled as columns in the volunteer workbench. Keep list columns focused on information staff need while scanning the roster.

Related Settings

• Settings > Contracts manages volunteer agreement text.
• Settings > Email Templates manages application and confirmation messages.
• Settings > Data Uploader can include configured volunteer fields during an import.