VIDEO: Forms

Topics Covered

• 00:00 Introduction and where can you use forms

• 05:06 Role Permissions - who can see and process forms

• 06:40 Payment Methods - how can a person make a donation (for example)

• 07:10 Forms List page - a list of the forms on your system and

  • 07:25 Recent Entries
  • 08:10 Overview of the Forms List page - add new form, viewing existing forms, editing, and viewing form responses, etc
  • 10:15 Form entry ID Search - looking for a specific form response
  • 10:40 Filter - set to view forms not displayed by default
    
    

• 11:30 Form Builder - Generic fields, Uploading Files, Contact Confirmation, Repeating Content and Routing, and Custom Fields (People and Organisation / Household), Groups, Finance and Payments

  • 14:35 Contact Permissions
  • 15:15 Repeating Block
  • 15:25 - Custom Fields - People Fields - ensure you have all of the Custom Fields you need to collect data
  • 18:05 Household Fields
  • 18:40 Group Fields
  • 20:55 Payments
  • 21:30 Finance Items (only if you have the infoodle Finance Package)
    
    

• 22:10 Form Settings - additional settings for the form. Form description, CSS settings, submit button text, reCAPTCHA, form availability and status, form completion notification, what's displayed to the form user when they submit the form, who can process the form
  
  

• 28:40 Email Response - send an email to the form user once they've submitted a form - email template usage and form merge fields

• 32:30 Publish - sharing the form by using a web URL or QR-code, or embedding the form in your website
  
  

• 36:30 Form Entries - processing form submissions - correcting response details, email sent, form approval - create new contact or assign to existing contact, select Workflows, approve form
  
  

• 42:50 Creating a Form

  • 47:30 Only On Approval - Setting fields to be displayed only to the form approver

• 48:20 Repeating people block, Form Page Breaks and Page Routing

  • 48:20 Repeating People Block - capturing data for multiple people
  • 50:45 Donations - donation and payment method options
  • 54:15 - Form Routing / Routing on Answer and Page Breaks - how to offer different questions based on user choices by breaking the form up into smaller pages
    
    

• 1:00:15 Form Preview Form and Live View
  
  

• 1:00:20 Repeating Blocks and Email Response considerations
  
  

• 1:04:00 Forms and Workflows
  
  

• 1:07:50 Where to find more information on forms - infoodle Help system