Forms, Part 1: How to Build a Form (Video)

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    Neil Holdway

    Kinsey, your walk-through was great. But you skipped over one set of buttons I needed clarification on! For the Login Options, you advise requiring users to log in. I get that. Now how about the three subsettings underneath requiring a login:

    * Users will log in at the beginning of the form: If you click this, are the attributes then pre-populated if the user is a member? It would make sense to do that. But if you DON'T click this, meaning the login will be required upon hitting Submit, then the fields won't be pre-populated, right? I find this desirable because I have a nomination form where a member will nominate another member, and info on both people are collected. I don't want both sets of fields pre-populated with the nominator's info. 

    And then, both sets of attributes, one for each person, will be matched up with the database, right? If an attribute for a person changes, the database will get that new info for that person, right?

     

    * Then the third subsetting, "Users can add new form submissions": This means, simply, they can file a new form, right? And more than one unless a restriction is set elsewhere? I guess this setting seems obvious to me. I'd leave this unchecked if I want a user to *only* edit previous forms?

    Thank you for the training!

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    Kinsey Mahan

    Hi Neil - I'm glad you found the video helpful! I would recommend checking the first and third boxes at minimum. You can hover over the yellow checkbox just next to the descriptions for descriptions on what they do, but you've got the definitions right. So,

    • Users will log in at the beginning of the form: This option requires that users log in at the beginning of the form. If you're a member, logging in means that attributes (denoted on the form with a blue asterisk) will pre-populate from your member profile. If this option is NOT checked, the member won't be asked to log in until the end of the form, and won't have their attributes pre-populated OR be able to see group specific pricing.

    For your nomination form, I would recommend using fields, rather than attributes, to collect nominee information. Insert a field by choosing the Fields dropdown on the righthand side of the form builder (rather than the attributes dropdown), adding a plain text field, and renaming the field label and export name (ex. "nominee"). Use attributes for the nominator's information, as they pre-populate from the member profile.

    If a person changes the information in an attribute on the form, that information will be updated in their member profile. 

    • Users can add new form submissions: this option must be selected unless the second box is checked allowing users to edit previous form submissions. It allows users to submit new forms.

  • Avatar
    Neil Holdway

    Thank you for the quick response! So you say use fields for the nominee, rather than attribute, so that there's no confusion with the database? It's not so good collecting two people's information on one form?

  • Avatar
    Kinsey Mahan

    Neil - You can collect all of the information on one form, but the form is only tied to one person's profile. So, the nominee information (not tied to the profile) will be in the final form receipt, however, the nominator information is the only data tied to the profile. I hope that helps clarify!

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    Sara Walsh

    How long until a form "times out" for a user? We want to include a hyperlink to a PDF as well as a hyperlink to a pre-recorded webinar that we want the users to view, then enter the "password" at the end of the video to demonstrate they watched it. Will the form "time out" before the user can complete the form? If so, can the user log back in and continue to complete the form, or do they need to start over at the beginning? Thanks.

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    Kinsey Mahan

    Hi Sara - the timeout window for forms in the new platform is somewhere around 30 minutes. That said, I wouldn't recommend linking to a video for people to watch during the form session. Instead, you might add the link to the video in an article, or on the form login page. That way, the only thing the member is doing once they've signed in to the form is taking the form and submitting it. If you'd like to discuss what you're looking to do more in depth, please feel free to reach out to the Help Team by phone (404-879-2800) or email (help@memberclicks.com) so that we can dig in.

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    Christine Bruggers

    Hi Kinsey, -- how do I make a form accessible to anyone who has the link? I'd rather not create a group for this particular need, and don't want them to have to register. 

  • Avatar
    Kinsey Mahan

    Christine - It looks like you're using the new platform, and this particular video was recorded about the Classic system. A similar video for the new system is available here, or you can check out this article.

    You can use the Permissions in the Form Settings tab of a form to select the Groups who are allowed to use the form. We strongly recommend leaving login enabled for forms (rather than turning off the login section) as forms without login required are not tied to the database, so their submissions will be anonymous. If you have additional questions on best practices or would like to talk through options, feel free to give the Help Team a call!

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