General Info

• Form Name: The name presents at the top of the form and what a visitor will see immediately. A good name will define in a nutshell what the form is for.
• Form Description: Used to give the visitor an overview of what to expect and the reason to fill it out. This area is great for adding additional links to other resources. Use the editing tools to build in dynamic information.

IMPORTANT: Using the Picture tool in the editor requires the image to be hosted via a publicly accessible web address. Common places to host an image could be on your website or through file-sharing services. Exercise caution here as permissions can cause the image to not display and local IT resources will need to help with resolving those issues. A good test is to paste the image address into the browser address area and see if the image is displayed. If it does, the image can be used in your message.

• Field Validation: Use this radio button to notify a visitor of what fields are required or not required to complete the form with proper descriptive text.

  • Display (optional) beside optional fields.

  • Display (required) beside required fields

• QR Code: Click Download to create and save a .PNG file of the QR Code to be used in the form.
• Embed Code: Click the 'Copy Embed Code' button to easily add the <script> to a website. This allows for the Form to be embedded on a website for direct interaction (Please work with your website admin to add this feature to your website. Website platforms can handle this type of embed code differently).
• The Direct Link Copy the Direct Link, which can be used to open the form in a full webpage for easy viewing. This URL can be used for event registrations as it is fully secured over SSL.
• Time Zone: Set to the zone that will best relate to the proper time settings for the Form and the Results area.
• Categories: The category or categories chosen are actually pretty important and will play directly into a number of different things.
  1. Sorting → tools in the main Forms area gain an extra point of reference when you set a category. Instead of searching just by name, make sure to set a category to add more ease in finding a particular Form.
  2. Permissions → will define the level of access a staff member or group leader will have for Forms. Either for the ones created or ones they can create if given access. Access to a particular type of category or categories can be custom defined. This can be done in both the database and giving software if you have giving.
  3. MinistyOne → looks for a Category to be set in the Form in order for a module to be able to use it.

When it comes to MinistryOne and the Events category, make sure to set an Event Start Date. This field will only show when the "Event Registration" category is selected. Setting a date here helps to define the event order and pulls it off the event listings when it is expired or old. Review more information about the submission date range.

Updated October 16, 2024 16:43