---
title: "12. Forms"
slug: "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

[2025 Forms](https://player.vimeo.com/video/1057737199?badge=0&autopause=0&player_id=0&app_id=58479)

### 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

## 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)