Forms Video

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15 comments

  • Avatar
    Dwan

    How can you create a form using the app?  I'm not able to use the drag and drop on my tablet to build the form.

    Thanks,

     

  • Avatar
    Sheley

    Hey,

    Very good question!  Because of the way forms are set up through the drag and drop and dynamic tools, mobile devices do not support creating forms or adding new profile fields.  Almost everything works from the mobile app exactly how it works within the desktop version except for a couple of things - one of which is the ability to create forms.  I am sorry about that. 
    We would be happy to troubleshoot some alternatives with you if you'd like to Contact Support

    Thanks! 

  • Avatar
    eaustin

    After creating a form and saving it, will all data entered be saved in the church database? Can I create a new member form that people can sign up on their phone and have all data be inserted into database automatically?

  • Avatar
    Kris

    Hey eaustin!

    Through saving the form you can definitely have that data saved in your database and update people's profiles from their form entries. Check out this article to see the details on connecting the form to a person .

    Let us know if you need anything else!

  • Avatar
    Aoife

    Hello,  I want make sure Form entries are kept confidential, so that only the creator of the form or other designated appropriate people can view the form results. Does this happen automatically or do I have to indicate who can view them?

    Thanks!

    Aoife

  • Avatar
    Emily W.

    Hi Aoife!

    Great question. That would have to be designated in Users and Roles. As long as that Form permission, has only been selected for the creator of the form or other designated appropriate people, then no one else would be able to see that.

    Hope this is helpful! 

    Let us know if you need anything else. You can always Contact Support

     

     

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    Laura

    I'd like to receive an email when someone submits a form. Where do I find this option? Thanks!

    Cathy

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    Emily W.

    Hey @info!

    You can set this up within the Form settings: Editing Form Settings

    Hope this is helpful!

    Blessings! 

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    Laura

    Thank you!! :)

  • Avatar
    LianaL1951

    How can I print off the Form I created in Breeze?  We have people who will not use a computer to fill out the form so I need printed copies to hand out. thank you!

  • Avatar
    cathy

    Hi Liana - unofficial answer from a user (me):  you can view the form, then print that page directly from your browser, or chose to print to PDF and save the PDF version of the form for future use.

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    nancyshippy

    How do you fill out a form when someone has cash or check?

  • Avatar
    Emily W.

    Hey @nancyshippy!

    Great question! We create a form and a payment field but leave it at 0.

    This allows the individual to still fill out the form but then they can drop the cash or check off at the office at a later time.

    Check this great resource out: Accepting Payments on Forms

    Happy Breezing!

  • Avatar
    riedel

    Hello, 

    when I receive a filled out form and add that person to my people, using the "New Person" button, how do I get Breeze to automatically fill out the information that was given through the form? Currently it only fills out the name but not the email address, address, phone number, etc. 

    Hope this makes sense! 

    Thanks! 

  • Avatar
    Emily W.

    HI @Riedel!

    Great question!

    This should be most helpful in helping you connect that information to their profile: Connecting a Form With a Person

    Happy Breezing! 

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