VIDEO: Forms

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
• 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
    
    
• 01:15:47 Where to find further information
  • 01:15:00 infoodle Help system
  • 01:17:12 Raise an infoodle support ticket