Forms Video

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21 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,

     

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    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! 

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    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?

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    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!

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    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

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    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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    Cathy

    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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    Cathy

    Thank you!! :)

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    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!

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    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?

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    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!

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    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! 

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    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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    youth

    Howdy!  I need to retain printed copies of completed registration forms.  When I try to print, I get the whole page behind the form that is showing in the foreground of the screen.  Is there a way to print completed forms?  Thanks!

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    Emily W.

    Hey @youth!

    This resource will be most helpful in helping you print your entries: Form Results

    Happy Breezing! 

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    siyiola01

    Good Afternoon,

    I am currently trying to create a form but I need to add some more fields like marital status, date of birth and wedding anniversary to the form. I don't see those options there. How can I add them please?

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    Stephen Ivey

    @Siyiola01

    Great question! All you need to do is drag-and-drop the options from the left over into your form it window. See here:

    Once you drag them into the form, you will be able to edit the options to your liking. If you want the information gathered in a form to push to someone's profile, please make sure that the name of the fields in the form are matched IDENTICALLY to the field names in the profile. Connecting a Form With a Person

    Cheers!

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    Sam

    Hi,

    I created a sign up form. How can I limit one submission per person? Also, if one member needs to modify his choice, what would be the process?

     

    Thanks

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    Stephen Ivey

    @Sam

    Great question! There is no way to limit the submission to a person filling it out only one time. If remember needs to modify their choice, they would need to notify the admin. There is now current way for them to go back in and do it again. We sincerely apologize for any inconvenience this may cause!

    Cheers!

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