---
title: "VIDEO: Forms"
slug: "12-video-forms"
updated: 2026-03-30T02:19:14Z
published: 2026-03-30T02:19:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# VIDEO: Forms

<div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1057737199?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="2025 Forms"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script>


### 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
<br>
* 34:52 **Email Response tab - automatic email sent to users when the form is submitted**
<br>
* 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
<br>
* 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
<br>
* 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
<br>
* 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
<br>
* 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
<br>
* 01:10:47 **Dashboard widget - Forms to Approve**
<br>
* 01:11:44 **Profile - Forms tab**
<br>
* 01:13:36 **Reassigning Approved Forms**
    * 1:14:37 Limitations on reassigning the form
<br>
* 01:15:47 **Where to find further information**
    * 01:15:00 infoodle Help system
    * 01:17:12 Raise an infoodle support ticket

## Related

- [Forms](/forms.md)
- [Form Usage](/form-usage.md)
- [About Form Fields](/about-form-fields.md)
- [Form Fields](/form-fields.md)
- [Processing Form Entries](/processing-form-entries.md)