Forms Video

 

Create Forms

Create custom forms and accept payments.

Create registration forms, online small group sign-ups, accept mission trip payments, and more! Click above to watch a brief video showing how easy it is to create a Form.

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Comments

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

    Cathy

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  • Hey @info!

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

    Hope this is helpful!

    Blessings! 

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  • Thank you!! :)

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

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  • 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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  • 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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  • 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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  • 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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  • Hey @youth!

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

    Happy Breezing! 

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  • 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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  • @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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  • 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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  • @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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  • We have successfully created a 'prayer request submission' form that allows confidential emailing of requests to selected personnel. 

    After a user submits the form, the confirmation page allows a return to the 'prayer request submission' form; however, how do I either 1) auto-redirect back to the church website or 2) provide a button to return to the church website?

    Thanks!

    MD

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  • @martydickerson

    Great question! The best way to do this would be to also use the Confirmation Page. You can provide Links and/or instructions to get people back to your church's website. You can actually edit the information that's in that confirmation page! See here: https://a.cl.ly/QwuGZnqw 

    Unfortuantely, there's no way for you to be "auto-directed" to another page. 

    If you have any additional questions, let us know!

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  • How do I link household members using form? Do I have to do it manually? For example how to update that our family has a new baby (new member) using and update form?

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  • Hey @techministry!

    Thanks for reaching out! Great question! 

    You will want to first make sure you have a corresponding profile field set up first. Then you can create your form with that field named to the corresponding profile field. When someone fills out the form, you can connect the information now. It will automatically connect if the person is in the database and if the field names match. Here's more on this:Connecting a Form With a Person

    Additionally, these may also be helpful:

    Creating a Form

    Editing Form Settings

    Customizing Profile Fields

    Happy Breezing! 

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