Topics Covered
- 00:00 Introduction and overview of the Forms page
- 06:25 Form Builder - adding or editing a form
- Build form tab - creating your form
- 08:15 Generic Fields
- 08:47 Independent Fields - form only data collection fields
- 09:30 Contact Permission Fields
- 10:05 Repeating Block (multiple people) and Page Break Fields
- 10:13 Custom Fields - use these fields to add or update a contact's profile data fields
- 10:38 People Fields - Contact Details
- 11:38 People Fields - Personal
- 12:00 People Fields - Profile Tab Fields
- 12:54 Household Fields
- 13:24 Group fields
- 14:09 Group Membership Fields
- 14:38 File Upload and form Signature Fields
- 16:16 Show Web Address field
- Build form tab - creating your form
- 16:42 Creating a simple donation form
- 25:15 Previewing the form
- 26:15 Amount field customisation
- 27:43 Live view of the form
- 29:33 Form Settings tab
- 30:47 Entering CSS to modify the form design
- 31:27 Setting form availability
- 32:25 Notifications when form submission received
- 33:08 What happens for the user when a form is completed
- 34:52 Email Response tab - automatic email sent to users when the form is submitted
- 38:27 Publish tab - making this form available for public use
- 38:40 Name based link to your form - uses the name of the form
- 39:18 Permanent link to your form - uses an internal reference to your form
- 39:40 Creating QR-codes as a link to your form
- 40:14 Embedding your form in your website
- 41:56 Approval tab - post submission processes
- 42:01 Setting who can approve the form
- 42:42 Auto approval of forms
- 43:27 Available only for single person form
- 44:27 Control over which profile fields are updated
- 45:04 Triggering Workflows with form auto approval
- 47:23 manual approval and workflow selection
- 47:48 Workflow requirements when using workflows with forms
- 49:52 Permanent deletion of form submissions
- 50:28 Processing entries
- 53:28 How to process the form contact - creating or updating contacts
- 55:11 Approving a form
- 55:58 Selecting workflows
- 56:29 Approving the form
- 57:14 Updating contact details in Xero
- 57:46 Creating an invoice in Xero
- 57:53 Multi-person form example - Repeating Blocks
- 58:40 Adding a repeating block
- 59:49 Setting the repeating block to be optional
- 01:00:36 Multiple repeating blocks - eg children and guardian names
- 01:01:00 Live view of form with repeating blocks
- 01:02:27 Processing forms with repeating blocks - you need to process each person added
- 01:05:14 Form Page Breaks and Page Routing
- 1:05:33 Adding Page Breaks
- 1:05:56 Using data fields to route users through the form - Generic List or Custom List fields
- 01:10:47 Dashboard widget - Forms to Approve
- 01:11:44 Profile - Forms tab
- 01:13:36 Reassigning Approved Forms
- 1:14:37 Limitations on reassigning the form
- 1:14:37 Limitations on reassigning the form
- 01:15:47 Where to find further information
- 01:15:00 infoodle Help system
- 01:17:12 Raise an infoodle support ticket