Manage Form Responses
Information on how to manage form responses in MinistryPlatform, including response notification and storage, as well as options to view responses.
Response Notification
A SPoC can set up a Process to notify a User when someone submits a Custom Form response.
Response Storage
When someone completes a Custom Form, you can find their response in several places:
- , then search for the Form title.
- , then open the Form, and click the Responses tab.
Your Global Filter permissions may limit the Forms or Form Responses that you can see. A Form Response's Congregation sets automatically based on:
- The Congregation set on the related Event.
- The Congregation associated with the Program of the related Opportunity.
- The Congregation associated with the Program of the related Pledge Campaign.
- The Congregation assigned to the Form.
- The Congregation assigned to the related Contact record (this does not apply to the Default Contact).
Viewing Responses
There are several ways to view individual responses to a Custom Form:
- The Selected Form Responses report organizes each response into a document. Tip: If you run the report on a large selection of records and it times out, break your selection into smaller pieces and run it again.
- To see a single submission, open any Form Response record and read the individual's submission. Form Answers display on the Answers tab.
- If you use Custom Form Widget, Users can drag-and-drop or browse to upload files through Custom Form answers. If someone completes the form through a non-Widget application, it does not create a Form Answer. Files store as attachments on the Form Field Answer record in the Platform.