Forms Overview

Forms allow churches to create custom forms for people to fill out. Entries can then be associated with the person's Breeze profile, allowing churches to quickly see what forms an individual has submitted. Forms are public-facing, meaning people do not need a Breeze account to complete them. Forms are a great application for:

  • Mission Trip Registrations
  • Class Registrations
  • VBS Registrations
  • Small-Group Leader Feedback
  • Event Feedback/Questionnaires
  • Surveys or polls
  • Other contexts where you'd like to collect data from a group of people

You can get started right away: Creating a Form 

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Comments

29 comments
  • Is it possible to create a questionnaire form and it be anonymous (as to who completed the form)?  

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  • @jhertel

    Great question! Yes, it is! 

    If you were only trying to gather information and not "connect" the information to any person, then you could simply remove the name field from the form and only include the questions. People would then be able to fill out the form and just give you the answers that could then be exported to excel! 

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  • Thanks!  That's what I was thinking, but just making sure!

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  • I've created a form and inserted the "file upload" field.  I submitted a test form and uploaded a file - but I can't figure out where Breeze stores the uploaded files or how to access them.  Help??

     

     

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  • @youth

    Great question! You would be able to see the uploaded file in the "View Entries" area. Simply click "View" and you will be able to see all of the information associated with a specific entry including the file that they uploaded. 

     

    Cheers!

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  • I created a form for the school, how can school director date enter 

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  • @jkako

    Hey! We're excited to serve you today. I'm going to move this question over to our Support channel so that we can serve you better!

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  • It is common on web forms to be able to use the spacebar to check a box, but I've not found that to work in Breeze. Is there another keystroke that works to check/uncheck a box? That would make data entry a bit simpler not having to jump between mouse and keyboard constantly. 

    Also, Breeze is the first form tool I've used that displays "optional" next to every field that's optional, as opposed to showing an asterisk next to every field that's required. It seems preferable to me to indicate the raised priority of certain responses, rather than sending a message of lowered priority for certain responses by displaying "optional." Maybe a toggle switch for one approach vs. the other for form creators? I'm aware that's a lot to ask. :)

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  • @brian

    Thanks for taking the moment to reach out to us! Concerning your first question, this functionality is not natively built into breeze. We sincerely apologize for any inconvenience that this may cause you.

    Concerning your second question, We certainly appreciate your feedback here. This sounds like a phenomenal feature request -- Would you consider submitting it here? Submitting Feature Requests

     

    Cheers!

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  • Is there a way for church members to fill out a form where all the family information (names, dob, address ,ph number email, relationships..etc.) can all spool in as a new created family in breeze? Or do I have to manually pull each person out of the form and insert them into the system? 

    Also , i'm not talking about manual connecting or automatic suggestions that pops up under each entry. 

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  • If I want it to be anonymous, do I still need to have an email field so the person knows it went through and for the admins to see email notification when someone completes the form?

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  • @office

    Having an email field will allow for the form submitter to receive an email confirmation that their form was submitted successfully. The email address field within a form is not required however, in order for your Breeze admins to receive an email notification when a form has been submitted.

    Blessings,  

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  • Is there a way to create a form that allows an event registration with an attendance capacity or limit?

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  • @jduke

    Yes! Here's the article where you can find this information: Editing Form Settings 

     

    Please let us know if there's anything else that we can do to serve you!

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  • Can you create a survey in forms and have the data come back in one location?

     

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  • @info

    I'm glad you asked! Breeze forms will do exactly that! Creating a Form should be helpful in showing you all the customizations you can make to a form, and Form Results will be helpful in showing you where you can access these results and some actions you can take on them.

    Blessings!

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  • I understand that when matching a form field to a profile field (so that the information entered into the form re-populates its matching profile field), the wording must be exact and the type of fields must match. The problem is that I can find no way to know from looking at a particular profile field whether it was created as a Multiple Choice field, a Checkbox, or a Dropdown field. How would I find that out?

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  • Hey @pegweissbrod,

    You are definitely on the right track! I'd recommend going to someone's profile and seeing which type of Profile Fields the ones in question are. It'll be much more clear if they are dropdowns, multiple choice, etc.

    Hope that helps!

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  • Well, that is my point, Alex. You can't tell from looking at the profile fields whether they are multiple choice or dropdown. They appear exactly the same. In fact, I'm not sure why both types of fields are needed. On our pages, they are completely interchangeable.

    Even their descriptions are exactly the same: Gives users the option to select one option specific to the field. (I.e.  campus location, worship service attended, membership status). 

    So how do I tell the difference between those two types of fields?

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  • Hey @pegweissbrod,

    So sorry for the confusion! I'm going to go ahead and answer this on the Support side of things so I can be more helpful here. Be on the lookout for an email from me!

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  • Thank you, thank you, thank you, Alex for creating that short video that so clearly answered my question. I really appreciate it. Using a Dropdown field produces a rectangular answer box from which the choices "drop down" when clicked to edit (or answer.) When using a Multiple choice field, the choices appear as a list at the same time the question appears, without needing to be clicked. If this distinction could be made clear in the description of the different field choices, that would be wonderful! Again, thanks for sticking with me until it was clear!

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  • You're very welcome, @pegweissbrod!

    I'm glad that video was helpful and I appreciate you serving your church so well! Have a great holiday weekend!

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  • I think that video would be helpful to others since as mentioned when you’re editing a form, there’s no clear way to indicate whether you used a drop down, checkbox or multiple choice - while they function differently, you can only tell what function you used by viewing the form which means you have to save, exit then go back to view the form. Takes more time to do that rather than having some indication of what you used while creating the form. Thanks

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  • I absolutely love "Forms".  I've used it for everything from membership update requests, to new member registration, to surveys.  It works REALLY well.  My only question regarding surveys is I would like the anonymous survey results for a form I created to be easily compiled together.  Is there a way to do that?

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  • @Brit1brit: This is exactly what was contained in the video:

    Using a Dropdown field produces a rectangular answer box from which the choices "drop down" when clicked to edit (or answer.) When using a Multiple choice field, the choices appear as a list at the same time the question appears, without needing to be clicked. 

    So this is a Multiple Choice field:

    Relationship Status

    Single

    Married

    Partnered

    Widowed

    Separated

    Divorced

    Prefer not to share

     

    And this is a Drop Down field (The "Select Option" appears in a rectangular box.)

    CARE Group

                  Select Option                             

     

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  • We've just started using Forms - so much better than the paper forms we were using! One question I haven't been able to figure out - is there a way to prevent Form entries from being visible to anyone who views a Member profile? We only want a small group of people to view Form entries, but Forms seem to be visible to anyone looking up a Member to find a phone number, email address, etc. I know we can make the Form anonymous by removing the Name/Email fields, but those fields are so helpful to Admins to link Forms to Members. Thanks in advance for your help!

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  • @debraoconnell - Have your Host/Admin go to User/Roles, edit the roles for anyone who you'd like to remove access to forms, then un-check "forms" under permissions.  If you don't want them to view forms, but still have the ability to create them, open the forms section and un-check "view forms".  Hope that helps.

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  • Under "User's and Roles" - Click Roles... The roles that you don't want to see the forms, you can uncheck Forms when you go to edit.  Then any user who is assigned that role can only see the profile fields that are checked.  Hope that helps.  You can look up User Roles in the help and get more info.

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  • Here is a screenshot of how I accomplish that with my church team.

     

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