Setting Up Form Options

Form Options

Form Options provides the details about the form and how the form will work.

 

Field	Description
1. Type	Determine the type of form to be created between the following options: Regular (This form will be accessible only from the URL specified) Account Tab (This form will be accessible from the URL specified, and an admin will be able to see and edit the information on this form when editing an account) Person Tab (This form will be accessible from the URL specified, and will appear as an additional tab when editing a person) Yahrzeit Tab Repeater Fields NOTE: Once a form has been created, the type cannot be changed.
2. Admin Name	Internal form name.
3. Public Name	Name that public and signed in users will see.
4. URL	Create a specific URL to link directly to this form.
5. Submit Button Wording	Enter the word that will be on the "submit" button, such as "complete", "donate", "submit", etc.
6. Sidebar(s)	Choose between: Show Global Sidebar (default) No Sidebar on /form/ url. - for best user experience, ShulCloud recommends No Sidebar. Note - if the form is embedded on an existing CMS page, the sidebar settings for that page will be used.
7. Tags for Form Admins	Choose from a list of tags generated from Admin > My Lists > Tags. People with this tag can view/edit submission data and sign other people up. This can help allow lay leaders to assist.
8. Tags for Form Edit Admins	Choose from a list of tags generated from Admin > My Lists > Tags. People with this tag can edit form options and fields. This can help allow lay leaders to assist.

Submission Options

Field	Description
1. Submission Settings	When there are person or account fields in a form, and the field setting is to save to the database, this option will decide how to handle submissions made by people that are NOT logged in. Options include: Submit Normally will treat the form submission like normal and not update any account. Create a new Inactive Account will create a new account with the submission but make it inactive. This account would then need to be activated manually by an admin before the person can log in or make payments. This option does NOT work if someone is trying to pay something. Create a new Active Account will create a new account and allow someone to log in as a regular user. If someone is not logged in but they already have an existing account, the system will create a duplicate account.
2. Submission Limit	When set, the form will only accept this number of form submissions before closing the form. Admins will always be able to submit, even if the limit has already been reached.

Tag Upon Completion Options

Using these options will add a tag to a profile based on the form submission. A user must be logged in for the tag to be applied. The tag must be created before it can be selected in Form Options.

Field	Description
1. Registrants	Tags the person completing the form.
2. Account Primary	Tags the primary adult on the account, whether or not that person is completing the form.
3. Account Secondary	Tags the secondary adult on the account, whether or not that person is completing the form.

Form Permissions

Field	Description
1. Logged in User can register on behalf of others in family	Allows someone to fill out the form on behalf of someone else on the account, allowing person fields to link to the correct person on an account. Options include: No Yes, Can Submit As Children in the Family Yes, Can Submit As Adults/Children in Family
2. Form Visible To	Select from: Anyone (public) Logged In Only Admins Only Restrictions Select between: No 1 submission per IP Captcha - ShulCloud recommends enabling Captcha for not logged in users to reduce spam submissions.

Financial Options

Field	Description
1. Time of Payment	Options include: Immediate Payment - forces the person filling out the form to submit payment at the time of form submission in order for the submission to be complete. Logged in users can bill to account. If selected, options to determine which accounts are eligible. If any option except Anyone Logged In is selected, dropdowns populated from Admin > My Lists > Account Types, Account Billing Types, and Tags become available to choose from.  For Contribution related options, additional criteria becomes available. Pledge Only - The total amount is only stored in the form submission, not on an account, so an admin would need to manually add the charge to accounts.
2. Can Payment be Split?	Choose between: Full Payment Required Payment can be Split If this option is selected, an additional option can be added to require the first payment of the installment be made upon form submission and for the rest of the payments to be scheduled.
3. Must Have Total	If everyone who submits the form will be making a payment, select Only Submit Form with a Total Amount. If there is anyone that might submit the form without a total (for free) then make sure to leave this option as no. Select between: Only submit form with a total amount No
4. Max Amount	Will set a limit for the total amount charged. For no limit, leave this blank or set as zero.
5. Goal Amount	Allows the creation of a widget to add to a CMS page to track progress towards a fundraising goal. This will only track payments made through the form, not other charges added elsewhere.
6. Charge Notes	The default note is "Form Submission" in the notes of the transaction. Customize the charge note here.
7. Charge Date	Default will date the charge the date of the form submission, but that can be adjusted by entering another date here.
8. Allow Early Bird Prices	Choose between: No Yes - adds a date field for when the early bird rate will end. In the field section of the form, there will be a place for two prices.

Confirmation Emails

Field	Description
1. Send Confirmation upon successful submission	Choose between: Yes - If selected, an email field must be included in Form Fields and a check box selected to indicate which email should be used for the confirmation email. No
2. Sender Information	Provide the email address the submission confirmation should come from. This email must be Amazon SES Verified. Add an optional "Friendly From" in the From Name field and add a Subject Line.
3. Body	Add messaging to form submitters here. Be sure to leave [submission table] token, as it will detail the form field responses completed.
4. Send Admin Confirmation of successful submission	Choose between: Yes - If selected, an email address must be provided, though it doesn't have to be for an admin. No Add multiple email addresses by splitting them with a comma. Be sure to add a subject line.

Confirmation Messages

Field	Description
1. Text when Submission Succeeds	What the users sees when a confirmation is successful.
2. Text when Submission Fails	What the user sees if a submission is not completed successfully.
3. Text on top of Payment confirmation screen	What the user sees on the /payment.php page. Option to choose Standard Text or a custom message. Default text:

 High Holiday/Event Seating Options

Events and High Holiday Seating options must already be created to use within a form.

Field	Description
1. Event Seating For	Select from a dropdown of existing events. Otherwise, ignore.
2. High Holiday Year	If creating a form for the High Holidays, select which High Holiday year. Otherwise, ignore.

Form Status

Field	Description
1. Open	Determine if the form is: Open (until manually closed) Timed - allows the option for the date and time the form will open or close. Closed or Draft Public Message When Closed Use Standard Wording of "This form is now closed." or choose custom message.
2. Archived	There is no option to delete a form. If you are completely done with it, it can be archived.