Building customisable forms - Beta
- Conditional questions - form field responses will be able to determine the visibility of subsequent questions eg respondents answering Yes or No will surface a different follow-on question
14th September 2021
In this article
Introduction and overview of intended functionality
Forms enable you to collect data for a wide range of purposes. Whether you're creating a questionnaire to gauge interest in volunteering, creating a Gift Aid form or requesting parental consent for a youth group trip, forms provide all the tools you need.
Forms can be created within the Address Book and Children modules and data is collected via a form page which can be shared with potential respondents via a URL link. Invitations can also be emailed to contacts and children within ChurchSuite, enabling them to access a form which has been pre-filled with existing data such as their name and contact details. Form overseers are notified as forms are submitted and responses can be viewed within ChurchSuite or downloaded to a CSV or PDF file.
Several Example Forms are available to help you get started.
Adding a form
To add a form, select the Forms tab in the Address Book or Children module and then select Add form.
On the Add form pop up, complete all of the details as appropriate.
Start Date/Time refers to the date/time after which responses can be submitted and End Date/Time is the date/time after which responses cannot be submitted. If a Brand is specified, it will be used on the form page and invitation emails.
Visible to specifies the user groups or user the form is visible to within ChurchSuite whilst Visible in specifies the module(s) the form is visible in.
It's possible for forms to collect data from multiple modules. This means that it's possible for a user who only has Address Book permissions to see fields from the Children module if a form is visible in both the Address Book and Children modules. It is the responsibility of the ChurchSuite user who creates a form to set the Visible to and Visible in controls to ensure that data is appropriately protected.
Access determines how a respondent accesses a form and one of the following options must be selected:
- Public - the form has a public URL as well as the ability to send invitations to people, asking them to follow a link to complete the form.
- Private - the form can only be completed by people who have received an invitation.
- Anonymous - the form can only be completed by people who have received an invitation. In order to maintain anonymity, in ChurchSuite the responses will not show against the invitee.
If Smart links are used (see related article), it's possible for forms to be pre-filled with selected data before completion by the respondent when Send Invite is used.
After clicking Save, you will be taken to the form’s "View" page which summarises all the information which has been entered. A form is always created in Draft status and cannot receive responses until it has been published by selecting Publish.
Once a form has been published, it can be set back to Draft status if you need to edit the content of the form, as a Published form cannot be edited.
The "View" page includes the ability to customise an optional Success message which is shown on the screen after a form has been submitted. You can also customise the Confirmation email which is sent to a respondent after they have submitted a form or edited it subsequently. The confirmation email is logged in a person's Communication log on their contact or child record when Send Invite has been used.
When editing a Confirmation email you can select whether or not to include the respondent's submitted data in the email. For example, if a form response might include sensitive information, leave the checkbox blank so that the confirmation email in a contact's Communication Log doesn't include this data. The checkbox is blank by default.
On a form's "View page", Include response indicates whether or not the Confirmation email will include submitted response data. When shown in green, response data will be included. When shown in grey strikethrough, response data will not be included in the Confirmation email.
Form Overseers can be added on a form's "View" page.
Overseers receive an email notification when a form is submitted for the first time. They do not receive notifications if a form is subsequently edited by the respondent. The notification email sent to overseers does not include any content from the response, it merely informs them that a new response has been submitted.
A form’s “View” page also has four tabs - Setup, Invites, Actions and Responses.
- Setup enables you to build a form with a variety of components when a form is in draft.
- Invites shows who has been invited to complete the form and the status of their response.
- Actions enables you to specify actions which can run automatically when a form is submitted eg adding respondents to a Flow (see related article).
- Responses details the responses given by each individual.
Once created, forms are listed in a summary table which gives an overview of the form's settings, including an icon showing Access and an Action menu offers quick links to View, Duplicate, Edit and Delete the form.
A filter enables you to search for Past, Active, Active & Future and Future forms, with Active & Future as the default.
A Search box allows you to search for forms by name and an Advanced search option includes filters for Access (Public/Private/Anonymous) and Status (Draft/Published).
To edit a form's settings, select Edit from the Action menu...
...or Edit on a form’s “View” page.
When editing a form, all field values can be changed, with the following caveats:
- An Anonymous form which has responses cannot be made PublicPrivate. This is to protect the anonymity of the invitees who have completed the form.
- If a user changes the Visible in value and de-selects the module in which they are currently working, they will be sent to the Forms page and a permissions error will be shown. For example, if a user is in the Address Book and edits a form so that it’s no longer visible in the Address Book, an error message will alert them that they need to go to another module to view the form.
Building a form
To build a form, first ensure that your form is in Draft as it is not possible to add, edit or delete fields when a form is published. A form can be set to Draft status from the More dropdown...
...or by clicking Set as draft from the Setup tab.
Selecting the Setup tab displays a list of the items which can be included in a form. There is also a search field for finding a specific item.
The following items are available for forms:
- Standard fields
- Elements - These include Divider, Heading and Text. Text is an HTML field and enables you to include images and videos. Data Protection adds a checkbox which must be ticked before a form can be submitted.
- Person fields - Any fields present for both Address Book contacts and children
- Contact fields - Any fields present for Address Book contacts but not for children. Only visible in the Address Book module.
- Contact custom fields - All custom fields present in the Address Book module options. Only visible in the Address Book module.
- Child fields - Any fields present for children but not for Address Book contacts. Only visible in the Children module.
- Child custom fields - All custom fields present in the Children module options. Only visible in the Children module.
When adding Email fields, the Send confirmation checkbox allows you to choose whether or not the submitted email address will receive a Confirmation email. For example, if a parent is completing a form about their child, you may want a confirmation email to only go to the parent. However, if the form is about a youth group trip, you may want the confirmation email to go to both the parent and their teenager.
Signature fields show on a form as a white box in which a respondent can either use their finger or mouse to provide an interpretation of their signature.
This creates an image which is shown to the respondent on submission, shows in the Responses tab on the form's "View" page and is included in the confirmation email if Include response is ticked in the confirmation email compose window. The signature is shown when using Download PDF but it cannot be shown when using Download CSV.
When building a form, the fields available to a user vary based on the form's Visible in setting (modules), the Access setting (Public/Private/Anonymous) and the fields already used on the form. The following rules apply to the available field list:
- Anonymous forms will not offer any Person, Contact or Children fields. Only Elements and Standard fields will be available and Smart links will not be available for Standard fields.
- Forms which are not visible in the Address Book will not show any Contact fields.
- Forms which are not visible in the Children module will not show any Child fields.
- Any Person, Contact or Child fields already included within the form will show as faded out in the list of items as a smart linked field cannot be added more than once.
In summary, a Public or Private empty form which is visible in the Address Book and Children module will show every field as available. A form can have any number of Standard fields without a Smart link but Person, Contact and Child fields can only be used once.
Adding items to a form
Each list of fields can be expanded or collapsed by clicking on the arrow at the top of the list and each item has an icon, a name and a '+' icon which is visible when you hover over it.
Items can be added to a form in the following ways:
- Double clicking on an item will add it to the bottom of the form.
- Clicking the + icon will add the item to the bottom of the form.
- Dragging an item will place it into a specific place in the form.
When an item is added to the form, it will show initially in edit mode with the ability to add a Smart link if relevant. As well as asking for a Name, you have the option to write some Help text and select whether or not a respondent is Required to answer the question. Save must be clicked in order to add the item to your form.
When adding items such as Checkbox list, Dropdown list and Radio list, you can specify Options which will be presented to the respondent.
Complete the relevant fields and click Save to add the item to the form.
Parental forms for multiple children
There are many scenarios in which a parent may need to complete a form for multiple children eg a consent form for a weekend away. We plan to add more functionality in the coming months - including conditional questions - which will make answering questions about multiple children on one form much easier to handle.
In the meantime, in order for a parent to complete a form for several children, there are two main options. Your decision depends on how you intend to use the response eg whether or not you want a separate form for each child so that you can link a response to each child or whether one form linked to the parent is sufficient.
To create a separate form for each child, enabling you to update the child’s profile, we suggest creating a Public form in the Children module. Email parents, asking them to complete the form using the public form page URL - completing the form once for each of their children.
Alternatively, you could use Send Invite and include the form’s URL in the invitation email. Ask parents to complete the form for subsequent children by clicking on the URL. You could also explain this in the Success message and include the public URL link there as well.
Please be aware that if you use Send Invite and parents select the Edit link in their confirmation email, any new information added will Edit their original response. It will not create a new response for an additional child.
To create one form covering multiple children, create a form which has several sections of the same child-related questions. This enables parents to complete the relevant information about each of their children on one form. In this case, the response could be linked to the parent who completed the form but it couldn't be linked to all of the separate children mentioned. You will not be able to update the profile of multiple children using this method.
As you add items to your form, on the right hand side you will see the form as it will look on the online form page. A drag handle enables you to reorder items and a drop down menu enables you to Edit, Delete and View changes to an item (if changes have been made). As well as the Edit option, a form item can be edited by double clicking anywhere on the item itself.
Changes to an item are shown in a pop up.
At the bottom of the column is an Add item button. When selected, it presents a dropdown showing all of the available Standard fields and Elements for quick form building.
If you would like to view your form as respondents will see it, select Preview form which will show when a form is in Draft or when access is Private.
When you have completed building your form, publish it by clicking Publish under the form's title or Publish in the blue information message.
Embed a video in a form
You can easily embed a video in a form, surfacing it as a playable video within the public-facing Form Page. Here's how...
When viewing a video, such as on the YouTube website, click the "Share" option on the YouTube video preview and select Copy embed code. You can also access this menu option by right-clicking on the video.
Back in ChurchSuite, add Text to your form and click on the Action menu to surface the second row of HTML tools. Select the "Source code" tool designated by a <> icon.
Paste the embed code for your video into the "Source code" viewer, pasting it into the appropriate place within the source code view and click Save. Next, use the Go to form option on the form's "View" page to preview how the video displays.
The pasted embed code will usually include a parameter for setting the video's frame width and height. So in this example…
<iframe width="894" height="503" src="https://www.youtube.com/embed/fViYK_Xb3Wg" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
...notice the width="894" and height="503". If the original width and height are not appropriate, these can be altered to fit within the form page’s available space.
A published form will continue to show the Setup tab but it will be 'read only', showing the form items without the ability to edit them. A message will alert you that you need to click Set as draft in order to make changes to the form.
When a form is published, the options at the top of the "View" page change.
- Send invite enables you to send an invitation to respondents (see related support article).
- Edit enables you to edit the form's settings.
- More opens a dropdown list of additional options - Set as draft, Duplicate and Delete.
- Go to form takes you to the form's online page. Potential respondents can be sent an invitation to complete the form or the URL of this page can be emailed to them.
A form's page respects the Start and End dates. If a form page is visited before the form's Start date, the form will not allow responses and a feedback message will state the date and time at which the form opens for responses.
If a form page is visited after the form's End date, the form will not allow responses and a feedback message will state the date and time at which the form closed for responses.
When someone clicks on a Public form's URL, the fields will be empty, awaiting completion. After completing the form and clicking Submit, the respondent will see a Success message and a record of their responses.
When a respondent submits a form for the first time, a Notification email is sent to form Overseers, informing them that a new response has been submitted.
A Confirmation email is sent to email addresses in Email fields which have Send confirmation ticked, as described earlier. The confirmation email is logged in a person's Communication log on their contact or child record when Send Invite has been used.
Clicking Edit in the confirmation email will take the respondent to their previously submitted form so that they can make any desired changes.
A respondent's completed form has a unique response URL which can be visited at a later date if changes need to be made. The fields on a response URL are always pre-populated with the values which were submitted when the response was either created or last submitted. Submitting this form will edit the existing response and create change logs within ChurchSuite. After changes are submitted, another confirmation email will be sent.