Forms

The Custom Forms feature serves as an excellent tool for gathering information about your membership and facilitating seamless communication between you and your members.

When members submit a form entry, they can be viewed within the webapp and/or mailed out to any email addresses you specify.

All forms that you create are entirely customizable. This means the feature supports any kind of form that you may need.

The forms you create can be found under My Forms in the main menu of the app.

Creating a Form

1. Login to the app manager
2. Click Custom Forms under Union-wide resources
3. Click New Form
4. Give your form a title using the text field at the top
5. Use the Active and Protected checkboxes to control availability:
   • Active — enables/disables the form in the app
   • Protected — requires members to be logged in to submit

Form Builder

The form builder uses a drag-and-drop interface. The left panel contains the available field types, the center is your form canvas, and the right panel shows properties for the selected field.

Field Types

Fields are organized into four categories in the palette:

• Fields — Text Input, Text Area, Date, File Upload
• Input-Validated Fields — Email and Phone fields with built-in format validation. On protected forms, these fields automatically include the member’s information with each submission (shown with a green notice on the form canvas).
• Layout — Heading, Paragraph (for adding descriptive text blocks to your form), and Divider
• Choices — Radio Buttons, Checkboxes, Dropdown

Click a field to add it to the form canvas. Once added, click the field on the canvas to edit its properties in the right panel.

Field Properties

When you select a field on the canvas, the Field Properties panel appears on the right with the following options:

• Label — the name displayed to users
• Description — help text shown below the field
• Required — whether the field must be filled out
• Validation — for Text Input fields, you can restrict input to:
  • Numbers Only
  • Letters Only
  • Alphanumerical (letters and numbers)

Pages

Forms can have multiple pages. Click + Add Page above the canvas to create additional pages. Members will navigate between pages when filling out the form.

Form Settings

Click the Settings button to configure submission behavior and email notifications. Settings are organized into two tabs:

Submissions Tab

• Show Message / Redirect to URL — choose what happens after a successful submission
• Success Message — the message shown to the member after submitting
• Max Submissions Per Account — limit how many times a member can submit (leave blank for unlimited)

Notifications Tab

The Notifications tab has two sections for controlling who gets emailed when a form is submitted:

Processor Notification — Enter one or more comma-separated email addresses in the Send submissions to field. These addresses receive an email with the full submission details each time someone fills out the form. If left blank, notifications fall back to the local’s primary email address.

Submitter Confirmation — The person who submits the form automatically receives a confirmation email. You can customize the From Address, Subject, and Email Body, or leave them blank to use sensible defaults.

Saving and Previewing

Click Create Form (for new forms) or Update Form (when editing) to save your changes. After saving, a success message appears with a Preview Form link that lets you see exactly how the form will look to members.

Viewing Submissions

To view form submissions, go to Custom Forms in the sidebar and click on a form name. The submissions page shows all entries with their responses. You can also access the form’s Preview from the dropdown menu next to the Edit button.