VIDEO: Forms

Topics Covered

• 00:00 Introduction and where can you use forms

• 02:12 Forms List page - a list of the forms on your system and

• 05:45 Recent Forms Entry - Dashboard Widget

• 06:25 Live View of a Form - interacting with a live view of your form

• 10:09 Creating a New Form

• 12:00 Build Form - Generic, Contact Confirmation, Repeating Content and Routing, and Custom Fields (People and Organisation / Household), Groups, Finance and Payments

  • 16:53 - Custom Fields - ensure you have all of the Custom Fields you need to collect data
  • 17:23 - Creating a simple form - adding fields and setting field options
  • 21:21 - Previewing the form
  • 21:40 - Live View
  • 22:07 - Creating a donation form - adding Amount and Payment Method fields, and include re-Captcha
  • 26:05 Adding a Group field - adds the user to a group/s. Option to notify the group administrator
  • 28:20 Hidden form fields - fields available to only staff
  • 28:12 Note field - adds the note to a person from the form
  • 30:10 Payment Methods - including account codes, creating or editing a payment method

• 32:32 - Form Settings - description, CSS, labels on buttons, form availability, who is notified when the form is submitted, option to provide a notification or webpage to the form user, who can process the form

• 37:56 - Email Response - email template usage and form merge fields

• 43:20 - Publish - sharing the form by using a web URL or QR-code, or embedding the form in your website

• 47:14 Advanced form options - Repeating people block, Form Page Breaks and Page Routing

  • 47:40 Repeating People Block - capturing data for multiple people
  • 50:43 - Form Page Breaks - breaking the form up into smaller pages
  • 51:48 - Form Routing / Routing on Answer - how to offer different questions depending on the users choices
  • 55:17 - Email Response considerations when using Repeating Block content

• 58:43 Additional formatting via CSS - customising the design of the form

• 1:00:00 Where to find help relating to forms