What Fields are Included by Default on the intake form for new Participants, Organizations, and Anonymous Responders?
Compyle has a Default Form for each type of entity, or profile, form. The form includes some of the standard fields automatically included on the entity form. For instance, the Participants form includes first name and last name as standard fields, and those fields are present on the default Participant form.
When someone responds to a survey or follows a note link, if they are new to the system, Compyle prompts them to enter a new entity record. This is true for participants, organizations, anonymous records, and participant referrals. Which fields they are asked to complete will depend on the kind of form and whether a default form or a public form is chosen in the Survey/Note Form settings.
New forms -- both surveys and notes-- use the default form for each type of responder who may complete the form. After a survey or note form is created, a different public form option can be selected for each kind of responder in the Response Settings section on the Settings tab in the Form Management folder.
The default form for each responder type is distinct.
Participants - Default Form
Organizations - Default Form
Anonymous - Default Form
Households - Default Form (coming in spring 2025)
