Adding a Form

Adding a Form - Introduction

infoodle enables you to build forms to capture data provided by clients. These can be embedded into your website, or provided as clickable links within an email (for example).

Forms are easy for your contacts, members or community to use, with information entered into the form being available to add directly to your infoodle database.

Steps for Adding a New Form

1. Building a form - this is covered below.

Separate articles are available for the next steps:

2. Apply form settings

3. Setup an email response and finally,

4. Publish

Building a Form

To Build a Form

1. To create a Form you can use the following options:

• Use the Quick Add ( + ) icon on the top right of the Quick Access bar, and select Form
  

• Navigate to the Forms section of infoodle and click Add.
  

2. Form Name - start by giving your form a name.
   This name is for internal use only and will not appear on the form itself. Once the form has been saved it will be displayed in the list of available forms using this Form Name.

3. Group (Optional) - choose whether you want to limit the visibility of this form to a specific group. With this setting only people within that group (with Full member or Administrator Group Permissions) can see the form and are able to edit it.

Click the Create new form to proceed to the Form Builder

4. On the Build Form Screen, you will see a list of available form fields on the left. Select the form field that you require and then drag and drop this into the form builder to start creating your form.

For the currently selected field in the Form Builder, you will see the available settings used to configure and customise that field

Type of Fields

Generic fields - Text information

These fields are used to include design elements, such as Headings, Text and Images.

You can also include a Web Page link (via Show Web Address), which allow files to be uploaded (via File upload), or allow digital signing of the form (via Signature).

One or more images can be added to a form. To do this drag the Image field from the list on the left and select Upload a file.

Generic fields - Independent fields

These Fields are information entry fields that can be used to capture information (e.g. for surveys).

Repeating content

These fields provides the ability to register multiple people on one form, or separate a form into multiple pages.

You can set up the form to capture data form more than one Person or Organisation via the use of Repeating People Blocks.

You can also create multiple pages on your form, and include page routing based on the answer to questions or field selections (for example, are you female, then route to page 2, are you male, route to page 3), using the Form Page Break fields

People fields, Organisation/Household Fields and Group Fields

These sections list your infoodle Custom Fields For People, Organisations/Households and Groups. The People Fields are grouped into headings based on the Profile Tab that the field is stored under.

Using Custom Fields on a form will update the persons data in the relevant custom field on that person's Profile page (or Group if using Group Fields)

Saving the Form

Configure each field you choose with appropriate settings. For further information on field options see the Related Articles section on the right of this page.

Once you have added all the fields, select Save form. Your form will now look something like this:

Design and Preview controls (upper right)

• Show design - provides styling features your designer can use on individual fields or the whole form. For example, if you want the labels of a field to be in red, you can do that using Advanced CSS Design.
  
  
  • If you do not have a website designer and need help with additional styling contact the infoodle office.
    
    
• Preview - select anytime to see what the form will look like once published. You can see the preview in desk top, tablet and phone views.
  
  
  • To go back to Edit mode select the Build form tab.
    
    
• Live view - displays a page that contains the saved design and is good for testing. It shows the payment options, amount lists, others etc.
  
  
• Delete form - select this option to delete the entire form.