Form Options provides the details about the form and how the form will work.
- Form Type
- Regular - This form will be accessible only from the url specified.
- Account - 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.
- Repeater Fields - Please look here for information on setting up repeater fields.
PLEASE NOTE: Once you create a form, you cannot change the type.
- Admin Name - The name of the form that will appear in the admin section and from the form drop down menus. This helps identify the form.
- Public Name - The name that will appear to the public, and in the browser window when someone is on the form page.
- URL - By default, the form URL will populate from the Form Short Name. If you want to customize it, you can here. The form will let you know if the URL that you want to use is available or not.
- Admin Tags - These people will be able to view and edit submissions for this form only.
- Admin Edit Tags - These people will be able to edit this form only.
- Submit Button Text - Personalize the submit button.
- Page Template - An advanced function that allows you to change the design of any specific page or form. This is only available for certain templates.
For help setting this up, please contact support.
- When fields are set to update the database... - When you have person or account fields on your form, and you choose the option to have the answers update the database, this option will decide how to handle submissions made by people that are NOT logged in.
- 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.
Please note that if someone is not logged in but they already have an existing account, the system WILL create a duplicate account.
- Submission Limit - When set, the form will only accept this number of form submissions before closing the form. This is NOT the same as an event registration limit. On a form, someone could register 10 people for an event, but the form will see it as one submission.
- Tag Upon Completion - Using these options will add a tag to a profile based on the form submission. Someone must be logged in for the tag to be applied:
- Registrants - Will tag the person filling out the form.
- Account Primary - No matter who is filling out the form on the account, the Primary Adult will get tagged.
- Account Secondary- No matter who is filling out the form on the account, the Secondary Adult will get tagged.
- Logged in Users can register on behalf of others in family - This option would allow someone to fill out the form on behalf of someone else in their account, so the person fields would be linked to the other person. For example, a parent signing up a child for a youth program where the child cannot log in.
- Form Visible To - Controls who can actually access and fill out the form:
- Anyone - Anyone that is logged in or not can access the form.
- Logged-In Only - Only people that have logged in to the site. If this option is selected, you can further restrict by account type or tag.
- Admins Only - Only people that have admin access for forms can access.
- Restrictions - This allows you to limit people or accounts to only one submission.
- Time of Payment - Forces people submitting the form to pay immediately or allows them to bill to their account. If you choose the option to allow people to bill to their account, you can restrict it to only certain account types, billing types, tags, or has or has not made a specific contribution.
- Can Payment be Split? - Forces people to either make full payment immediately, or allows them to split the payment (following the settings for the rest of the site). If you allow people to split their payment, you can check "For Split Payments, require first payment now" which will allow people to schedule all but the first payment.
- Must Have Total - If everyone who submits the form will be making a payment, you can select yes. If there is anyone that might submit the form without a total (for free) then make sure to leave this option as no.
- Min Amount - If Must Have Total is yes, you can set a minimum amount that must be selected/entered in order to submit the form.
- Max Amount - Will set a limit for the amount people will be charged. If you want no limit, leave this blank or set as zero.
- Goal Amount - Allows you to create a widget to add to a CMS page to track progress towards a goal. This will only track payments made through the form, not other charges added elsewhere.
- Charge Notes - The default note will put the name of the form in the notes of the transaction. You can customize that by entering a new note here.
- Charge Date - Default will date the charge the date of the form submission, but that can be adjusted by entering another date here.
- Allow Early Bird Prices - If yes, allows you to set a date early bird pricing ends and a second price for each field that asks for payment.
- Send Confirmation for successful submission - If set to yes. will send an email to the user who submits the form. In order to actually send the email, you must insert an "Email Address" Person Field into the form, and check the box "Is Confirmation Email."
- Send Admin Confirmation of successful submission - If set to yes, Admin email addresses and an email subject can be entered. These email addresses will receive an email after every successful form submission.
- Text When Submission Succeeds - What the users sees when a confirmation is successful.
- Text When Submission Fails - What the user sees if a submission is not completed successfully.
- Text on top of Payment confirmation page - What the user sees on the /payment.php page.
- Event Seating for - If using event seating, select which event you are using. Otherwise, ignore.
- High Holiday Year - If creating a form for the High Holidays, select which HH year you are using. Otherwise, ignore.
- Open - Makes your form active (Yes), sets a specific time frame that it's active (Timed) or leave the form in Draft mode.
- Archived - If you are completely done with the form, you can archive it (there's no delete option).