- Select a category from the category list. You can also create a new category directly from here by clicking the “Add New” option.
- Give the form a name by entering a title in the “Title” field.
- Additionally, you can provide a description by entering text in the “Description” field.
- In the Saving Options section, you can choose one of the following options:
- Save data only
- Save data and send email notification
When you select "Save data only", the form data will be saved without sending any email notifications.
When you select "Save data and send email notification", you can enter one or more email addresses in the Notification Email field, separated by commas (,).
Upon form submission, notification emails will be sent to the specified email addresses. By default, an email is also sent to the email address automatically fetched from the email template (Form Builder → Form Submission) if "Save data and send email notification" was selected.
- In the Available For section, you can choose one of the following options:
- Members Only
- Members and Guests
When you select “Members Only”, the form is accessible only to church members. Guests will not be able to access this form.
When you select “Members and Guests”, the form is accessible to both church members and guests.
- In the Visibility section, you can choose one of the following options:
- Show on all member’s dashboard
- Show only on some member’s dashboard
When you select “Show on all members dashboards”, the form will be visible on the dashboards of all church members after they log in to the system.
When you select “Show only on some members’ dashboards,” a Filter Type option appears with the following choices:
- Individual
- Group
Individual:
This option allows you to select specific users—filtered using different criteria—who can access the form on their dashboards after logging in to the system.
From the list of available names, select the user by clicking the checkbox next to the user’s first name.
Group:
This option allows you to select specific groups—filtered using different criteria—so that members of those groups can see the form on their dashboards after logging in.
- In the Field Options section, you can choose the following options:
- Send submitted form to additional email
- Include Remarks field (for Admin use only)
Send submitted form to additional email:
When you select “Send submitted form to additional email”, a new field appears below labeled “Enter the label of extra email field.”
This label will be displayed on the form and allows users to enter one or more email addresses, separated by commas (,).
After the form is submitted, the form submission will be sent to the email addresses entered in this field.
Include Remarks field (for Admin use only):
When you select the "Include Remarks field (for Admin use only)", administrators will be able to add remarks to form submissions on the Form Submissions page.
Using the “Max. No. of Submissions” option, you can limit the total number of form submissions. Once this limit is reached, no further submissions will be accepted. By default, there is no submission limit.
- After completing all configurations, click the “Save” button to save the form.
