Custom Forms FAQ
Yes. Every check box field you add is its own standalone check box. To make them display as an option altogether for the respondent, follow the steps below:
- Create an Instruction field with the question in the Field Label or Alternate Label field.
- Create a Check box field where the Field Label is one of the choices respondents can select.
- Continue to create Check box fields for each one of the options you want to make available to the respondent.
Yes, you can remove the option (not the entire field) and any form responses with that option selected still remain.
You can't use Sub-Pages to skip a level in the hierarchy. The hierarchy is
, so the only Page/Sub-Page combinations you can use are Forms/Responses, Responses/Answers or Answers/Answers.Yes, this is by design. The system uses the instruction's field label for reports, but it will not display on the Portal. A Form Field record with an Instruction field type displays the Alternate Label or Field Values on the Portal.
Widgets: If you use the Custom Form Widget, you can remove a question from an active form. Set the question's Hidden field to Yes.
Portal: If you use a Custom Form in the Portal, you can make the question inactive. Change it to an Instruction field type, remove the Field Values, and add "<white space>" as the Alternate Label. ("White space" is just a placeholder, so you can use any word.) Put it in the brackets to prevent the HTML from displaying the content, and the delete the colon. But before you run any report or tool (such as the Form Responses Tool), you must change it back to its original state.
Alternatively, you can create a "graveyard" form and assign the field you want to deactivate to that form. Then, if you need to report on past answers, reassign the form field back to the correct form.
Confirm that your Form's Form Field records don't have a Field Label with special characters or HTML. To use HTML or special characters, use the Form Field's Alternate Label field.
Widgets: Yes! Standalone forms display the attached image.
Portal: Standalone forms do not display the attached image (unlike Events).
The best practice is to copy the original form, ensuring to check the box to copy the fields associated with the form. Then, delete any fields you don't need in the new form. This way, you do not lose any of the data from the original form.
Widgets: Yes! Custom Forms do support attachments.
Portal: No. Custom Forms do not support attachments. However, you can host a file somewhere and link to it using Instructions.
While it is each church's responsibility to interpret and set their own Health Insurance Portability and Accountability Act of 1996 (HIPAA) compliance policies, the Form Responses Page and specifically the Form Answers Page - where you'd store any sensitive information - are regular database tables that store on your server. Thus, compliance relates to the security level of your Server, as well as the different Security Methods you assign to the records and pages themselves using Security Roles and Record Level Security in MinistryPlatform.