Managing Form Responses
Information on managing 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 a Custom Form response is submitted.
Response Storage
When someone completes a Custom Form, you can find their response in a couple of places:
- , then search for the Form title.
- , then open the Form, and click the Responses tab.
The Forms or Form Responses that you can see might be limited based on your Global Filter permissions. A Form Response's Congregation is set 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 options for viewing individual responses to a Custom Form:
- The Selected Form Responses report organizes each response into a document.
Tip: If you're trying to run the report on a large selection of records and it times out, break your selection into smaller pieces and running 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're using Custom Form Widget, Users can drag-and-drop or browse to upload files through custom form answers. If the form is completed through a non-Widget application, a Form Answer will not be created. Files are stored as attachments on the Form Field Answer record in the Platform.