Create a Form
Instructions to create a Custom Form in MinistryPlatform without using the Form Editor Tool.
Add Fields to a Custom Form
Instructions to manually add fields to a Custom Form in MinistryPlatform without using the Form Editor Tool.
- Go to .
- Locate and open your Form.
- On the Fields tab, click New Field.
- Enter the values for your Form Field.
- Click Save.
- Repeat these steps for all the fields you want to include on the Custom Form.
Form Fields
These fields are editable on Custom Form records.
- Field Order
- Indicate a number to determine the question order in relation to other fields. We recommend that you order your fields by fives or tens (for example, 5, 10, 15, 20) so that you can easily add questions in between existing fields without having to reorder everything.
- Field Label
- Indicate a label or question so people will understand how they need to answer. This field has limited characters, so you can use the Alternate Label if you have a long question or statement. If you enter something in the Alternate Label, the contents of the Field Label do not display on the Form.
- Field Type
- Indicate the type of information to collect:
- Checkbox: Adds a single check box (option to select or clear). This is a single check box per field. If you want to create a list of check boxes, you can create an Instructions field with the question in the Field Label, then create Check box fields where the Field Label indicates each of the choices that users can select.
- Date: Adds a calendar pick box.
- Drop-down List: Adds a drop-down list where the respondent can choose one option from a list of predefined options.
- File Upload: Adds drag-and-drop or browse functionality so individuals can upload files through Custom Form Answers. This is only available when using the Custom Form Widget. Files are stored as attachments on the Form Field Answer record in the Platform.
- Instructions: Adds a text field for instructions or additional information. This field type does not collect data.
- Memo/Large Text Box: Adds a large text box to allow for lengthy responses (up to 30,000 characters).
- Radio Buttons Horizontal: Adds radio buttons (circular options) where the respondent can choose one option from predefined options. The radio buttons are situated horizontally, one after another.
- Radio Buttons Vertical: Adds radio buttons (circular options) where the respondent can choose one option from predefined options. The radio buttons are situated vertically, one on top of another.
- Text Box: Adds space for a short response (up to 250 characters).
- Field Values
- If your Field Type allows for predefined options, like radio buttons and drop-down lists, indicate the response options here. Separate the various options by pressing Enter.
- Required
- If Yes, individuals will not be able to complete the form without this field being answered. Note: If a field is hidden based on the conditional logic configured in the Depends On field, it will not be required.
- Placement Required
- Indicates whether answers to this field will lead to an internal process, like the respondent being placed in a Group or Event based on their answer. Respondents do not see this.
- Alternate Label
- Indicate a label or question if the Field Label did not provide enough room. This is ideal for lengthy questions or statements, and you can include formatting such as bold, italics, and links. Comfortably holds 825 characters; anything longer will be cut off or overlap the text box.
- Is Hidden
- If set to Yes, this field will not display in Widgets or PocketPlatform.Note: Hidden fields will never be required, even if the Required field is set to Yes. This way, respondents don't run into a situation where they can't submit the form due to a question they can't see.
- Depends On
- Indicates if the current Form Field is dependent on another one. The current Form Field will be shown or hidden based on the respondent's answer to the Form Field selected here. For more on this, see Conditional Logic.
- Depends On Value
- The singular Field Value from the selected Form Field that the respondent must choose for the current Form Field to be shown. For more on this, see Conditional Logic.
Remove Fields from a Custom Form
Instructions to remove a field from a Custom Form that doesn't have any answers yet without hiding the form field.
- Go to .
- Locate and open your Form.
- On the Fields tab, select the Field(s) to remove.
- Change your selection to Current/Unsaved Selection.
- From the Actions menu, select Delete.
- Review the dependent records, and make a selection if needed.
- Click Delete.