Form Editor Tool

With the Form Editor tool, you can create and edit custom forms, including your standalone forms as well as forms for events, opportunities, or mission trips.

Note: This tool is not designed for mobile devices and is not available in mobile environments.

The tool is available on the Forms page. You can launch the tool on its own or from an open record.
You can add, edit, and rearrange form fields, field options, and drop-down lists.
The Form record's Audit Log tracks changes you make with the Form Editor tool.
For details on form field types, see Add Fields to a Custom Form.

Screenshot of the Form Editor tool showing sections for Form Settings and Form Questions

Note: SPoCs can grant user access to this tool.

Edit a Form

Go to Custom Forms > Forms.
Open the record, if needed.
From the Tools menu, select Form Editor.
If you didn't open a record, search for the form to edit. If the form doesn't exist yet, click New Form.
In the Form Settings section, enter a Form Title and any other relevant information.
- Form Instructions: A block of text used to explain the purpose of the form and any directions that may be needed for filling out the form.
- Complete Message: This displays after a form is completed and submitted. This only applies to standalone forms.
- Congregation: The congregation or parish associated with the form record.
- Primary Contact: The primary individual who can be contacted about the form.
- Response Message: The template record used to send a response to each respondent (through a routine every 15 minutes). This only applies to standalone forms.
Select whether to do the following:
- Get Contact Info: When selected, the form requires respondents to provide their contact information. This only applies to standalone forms.
- Get Address Info: When selected, the form requires respondents to provide an address. This only applies to standalone forms.
- Notify: When selected, the primary contact is notified of form responses. This requires you to have the "Form Response Submitted - Forms" process active and properly configured.
In the Form Questions section, add or edit your questions.
1. Click and drag the form field type from the Question List on the left into the middle section.
2. Select the field, and edit the Question Properties on the right.
  - Question label: Name the field.
    
    Note: No two fields can have the same name on a form.
  - Hidden: You can hide this question for future respondents. Use this to keep the information collected from previous respondents.
  - Required: Require respondents to answer this question.
  - Placement: Make this a question that requires follow up.
  - Alternate label: If your field label is longer than the Question label allows, you can use this label. It comfortably fits 825 characters.
  - Add options: Some questions allow the respondent to choose from options. For radio buttons and drop-down lists, click Add value to add the necessary options. See Form Fields for more information.
  - If another questions should only display when individuals select a certain option, you can add conditional logic. Click the "chain link" button beside the relevant option and select the question that depends on this answer. For example, you may have the question, "Do you want a t-shirt?". If the respondent answers "Yes", then you'll want the follow-up question "What size t-shirt do you wear?" to display. So, beside the "Yes" option, click the button and select the "What size..." question. If the respondent answers "No", the follow-up question does NOT display. See Conditional Logic for more information.
3. Repeat these steps as needed to add all your questions on the form.
To change the order of questions, click and drag them in the middle section.
When you're finished, click Save.
A success message displays.
Close the tool.

You've created or updated the form with the changes you made.

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Form Editor Tool

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