Linking one online form/database to another creates a relationship between the two that gives you the ability to do certain things. These include:
- Rolling a person's record forward from one year to the next,
- Inviting a database of people back to re-register (where their last known details are automatically completed for them on the new form),
- Easily identifying who has renewed and who has not,
- Allowing an already shared/displayed link to direct registrants to the new form.
It also gives you the ability to roll registrations forward from a local form to an official form.
- Please view this article for specific instructions to complete this action for this specific reason.
Note: If you are using official forms supplied by your governing body each form/database will normally be linked to a corresponding form/database from the previous season or year so you will not need to set this link yourself.
How to link one form to another
1. Go to Online Registrations from the Dashboard and ensure that you can see both of the forms you wish to link. You must have both created/visible to be able to link the forms, if the form doesn't exist you can either create a new form manually, or copy an existing form.
2. On the original form (i.e. the form that has the data/records that you want to roll forward), click the edit pencil icon.
3. Once in the editor view of the form, click Advanced Options and go to the Linked form field.
4. Use the drop-down to select the form which you want to roll the data/records into.
5. To ensure that no more registrations are taken on the original form, enter the date (todays date) into the Final date of entries field to close this form. If anyone clicks on a link that was shared for this form, they will be automatically directed to the linked form.
6. Click Save Form.
Note: If you use the feature that allows you to Copy a form, that process includes the option to create a new season for the new form, in which case the linkage will automatically be set for you at that time.
Please go to this support article here for instructions on rolling a player forward.