Creating/Editing a Form
Alex Mosbarger
33 steps
5 minutes
Pinehills
Ministryplatform
CREATING THE FORM
1
Click "Forms" under the header page of "Custom Forms"
2
Click "Tools"
3
Click "Form Editor"
If you are editing an already existing form, simply click into the form, then click tools, then form editor.
4
Type in the name of your form & Click "New Form" to create it as a new one.
If the form title you type in already exists, you will see it populate below the text box as you are typing it in.
FORM SETTINGS
5
Click the "Form Instructions" field if you wish to add any instructions that will display under the form title when it is being filled out.
6
Click the "Complete Message" field if you wish to have a message pop up when the form is filled out.
7
Click the "Response Message" field if you wish to have an e-mail sent out to the respondent upon completion.
E-mails can be created in templates to be utilized here
8
Click the "Primary Contact" field & search for who should be listed as the primary contact on the form
Remember that the search will go by last name first.
9
Click on congregation & select the campus that the form is used for.
10
If you want the form to collect name, phone number, & e-mail address, check the "Get Contact Info" box.
11
If you want the form to collect address, check the "Get Address Info" box.
12
If you want the Primary Contact to receive an e-mail notification every time the form is filled out, check the "Notify" box
If you desire for multiple people to be notified by the same form, additional people can be notified via processes.
FORM QUESTIONS
13
To insert any type of question from the Question List, simply click & drag that Question Type into the gray box labeled "Drag Questions Here"
14
Instructions provide a text line on the form. It is the only type of entry that does not warrant a response from people filling the form out
Instructions make great section headers to divide your form into different sections!
15
Once you have drug a type of question into the gray box, to edit what the question says, you click on "Question label" in the right hand side under "Edit Question Properties"
16
Text Box Question types ask for a response to be manually entered.
17
Date Question types ask for a response that requests a specific date be entered.
Examples: What is your birthdate? What date would you be available to start serving?
18
On any question type, you can click the "Required" box to make the question required on the form
19
Drop-down List Question types allow you to ask a question that produces options to be selected out of a drop-down menu
20
Add options into the list, by clicking here and typing in what you want the option to be.
21
Click "Add value" to continue adding more options to your list.
22
Remember that at any time, you can click "Save" at the bottom right to save your progress.
23
Radio Buttons Vertical Question types work very similar to Drop-down Lists, but display the options in buttons rather than a drop-down list
24
Radio Buttons Horizontal Question types are the same as the vertical ones, they just attempt to display the options in a list horizontally across the screen rather than vertically
25
The "File Upload" Question Type will have a space for them to upload a file
Drop-down Lists or Radio Button options only allow for 1 of the options to be selected when filled out.
If you are creating an option list that you want people to be able to "Select All that Apply", use an "Instruction" as the question followed by multiple "Checkbox" Question Types as your options
26
First, drag an "Instructions" Question type in and edit the "Question label" field to be the question or prompt.
27
Next, drag as many "Checkbox" Question types over as you want options for that prompt & change the "Question label" for each to the options for them to select
Make sure that all of the checkbox options are NOT set to be required, otherwise it will force everyone to check all of them in the list.
28
The "Large Text Box" Question type is just a larger version of the Text Box
It's often helpful at the end of forms to leave a Large Text Box that asks if there are any other comments or questions
29
Click "Save" when you are finished with the form and you can then exit out of the form editor.
VIEWING THE FORM
30
Once your form is created, you can view it by Clicking "Preview Form" on the record of the form within Ministry Platform.
ADDITIONAL INFO
31
You can Click "Edit Record" to adjust any of the settings on the form
32
For forms that are used for only a season, set an end date on them, so they will automatically roll off of the Active Forms view at the specified end date.
You can always still access the form and bring it back to active even if it has been end dated
33
Click "Save" after any edits to the form
Creating/Editing a Form
Alex Mosbarger
33 steps
5 minutes
Pinehills
Ministryplatform
CREATING THE FORM
1
Click "Forms" under the header page of "Custom Forms"
2
Click "Tools"
3
Click "Form Editor"
If you are editing an already existing form, simply click into the form, then click tools, then form editor.
4
Type in the name of your form & Click "New Form" to create it as a new one.
If the form title you type in already exists, you will see it populate below the text box as you are typing it in.
FORM SETTINGS
5
Click the "Form Instructions" field if you wish to add any instructions that will display under the form title when it is being filled out.
6
Click the "Complete Message" field if you wish to have a message pop up when the form is filled out.
7
Click the "Response Message" field if you wish to have an e-mail sent out to the respondent upon completion.
E-mails can be created in templates to be utilized here
8
Click the "Primary Contact" field & search for who should be listed as the primary contact on the form
Remember that the search will go by last name first.
9
Click on congregation & select the campus that the form is used for.
10
If you want the form to collect name, phone number, & e-mail address, check the "Get Contact Info" box.
11
If you want the form to collect address, check the "Get Address Info" box.
12
If you want the Primary Contact to receive an e-mail notification every time the form is filled out, check the "Notify" box
If you desire for multiple people to be notified by the same form, additional people can be notified via processes.
FORM QUESTIONS
13
To insert any type of question from the Question List, simply click & drag that Question Type into the gray box labeled "Drag Questions Here"
14
Instructions provide a text line on the form. It is the only type of entry that does not warrant a response from people filling the form out
Instructions make great section headers to divide your form into different sections!
15
Once you have drug a type of question into the gray box, to edit what the question says, you click on "Question label" in the right hand side under "Edit Question Properties"
16
Text Box Question types ask for a response to be manually entered.
17
Date Question types ask for a response that requests a specific date be entered.
Examples: What is your birthdate? What date would you be available to start serving?
18
On any question type, you can click the "Required" box to make the question required on the form
19
Drop-down List Question types allow you to ask a question that produces options to be selected out of a drop-down menu
20
Add options into the list, by clicking here and typing in what you want the option to be.
21
Click "Add value" to continue adding more options to your list.
22
Remember that at any time, you can click "Save" at the bottom right to save your progress.
23
Radio Buttons Vertical Question types work very similar to Drop-down Lists, but display the options in buttons rather than a drop-down list
24
Radio Buttons Horizontal Question types are the same as the vertical ones, they just attempt to display the options in a list horizontally across the screen rather than vertically
25
The "File Upload" Question Type will have a space for them to upload a file
Drop-down Lists or Radio Button options only allow for 1 of the options to be selected when filled out.
If you are creating an option list that you want people to be able to "Select All that Apply", use an "Instruction" as the question followed by multiple "Checkbox" Question Types as your options
26
First, drag an "Instructions" Question type in and edit the "Question label" field to be the question or prompt.
27
Next, drag as many "Checkbox" Question types over as you want options for that prompt & change the "Question label" for each to the options for them to select
Make sure that all of the checkbox options are NOT set to be required, otherwise it will force everyone to check all of them in the list.
28
The "Large Text Box" Question type is just a larger version of the Text Box
It's often helpful at the end of forms to leave a Large Text Box that asks if there are any other comments or questions
29
Click "Save" when you are finished with the form and you can then exit out of the form editor.
VIEWING THE FORM
30
Once your form is created, you can view it by Clicking "Preview Form" on the record of the form within Ministry Platform.
ADDITIONAL INFO
31
You can Click "Edit Record" to adjust any of the settings on the form
32
For forms that are used for only a season, set an end date on them, so they will automatically roll off of the Active Forms view at the specified end date.
You can always still access the form and bring it back to active even if it has been end dated
33
Click "Save" after any edits to the form
