Forms

Forms are used to collect information without requiring people to register for an event. Use forms to obtain the necessary information while saving time on data entry and follow-up.

Tip

For events like VBS or children's ministry activities, start with a signup in Registrations first.

Once a signup is created, add an attendee form to collect additional profile information from parents about their children. 

Create a new form

1. Choose the Forms page from the top navigation.

2. Select the New form button in the top right corner.

3. Add a title for the form and an optional short description.

4. Add fields to the form by dragging them from the Add a field section on the right and dropping them into the body of the form on the left. There are three types of fields available:

   • Profile fields update a person's profile with the information they submit. The updates are automatically applied if they're logged in to Church Center when they submit the form. If they're not logged in, they'll receive an email asking them to verify any new information before their profile is updated.

   • Workflow fields allow you to add someone to a workflow based on their response by linking the answers in that field to a workflow. A workflow is only an option if it has at least one step.

     • Workflow cards created from a form's workflow field link to the related form submission.

     • Workflow cards created by an automation do not have a link to the form submission.

   • Basic fields allow you to ask questions that won't be added to a person's profile but can be accessed in the form's Submissions tab. Files will be available for 180 days.

   Important

   First name, last name, and email address are always collected by a form. These fields cannot be removed.

5. Select a field to add a condition, mark the field as required, or remove it from the form.

6. Hover over a field to duplicate it or drag it into a different position in the form.

7. Once you're finished making adjustments, select the View public form button in the top right to see what your new form looks like in Church Center.

Warning

Email addresses cannot be updated with a form. If an email address is entered and doesn't match a profile's current email address, a duplicate profile will be created.

Conditional fields

Conditional fields allow you to only present certain fields if another field is answered or answered with a specific response. For example, you may only want to ask for Grade information if the School field is answered.

1. Select a field to which you'd like to add a condition, which in the example above is the Grade field.

2. Choose the Add condition button.

3. Select the connected field from the Ask this question if... dropdown, which in this example is the School field.

4. Choose answered or a specific response from the following dropdown. In this example, there are multiple options of specific schools to choose from.

5. To finish, select the Save button.

The conditional field will only appear once the connected field has been answered.

Automations

Automations give you the power to automatically update people who fill out your form. You can email them, add them to a team, event, or group, or even send them a mobile pass when they submit their form.

Duplicate a form

Duplicate a form to create a new form with the same fields and settings as an existing form. Duplicate forms are helpful if you have a form that should be filled out annually, such as a media release or information update form.

To duplicate a form:

1. Choose the Forms page from the top navigation.

2. Search or scroll and select the form you want to duplicate.

3. Select the Actions dropdown next to the form name and choose Duplicate.

4. Select the Yes, duplicate form button.

Form submissions and automations will not be included in the duplicate form.

Archive a form

Archived forms are always available to unarchive and can be found using the Archived view on the left of the Forms page. Follow the steps below to archive a form.

1. Choose the Forms page from the top navigation.

2. Search or scroll and select the form you want to archive.

3. Select the Actions dropdown next to the form name and choose Archive form.

4. Select the Archive form button.

Once archived, the form is no longer publicly accessible and is moved to the archive.

Delete a form

Deleted forms are available for one week before being permanently deleted. During this time, they can be found using the Recently deleted forms view on the Forms page. Follow the steps below to delete a form.

1. Choose the Forms page from the top navigation.

2. Search or scroll and select the form you want to delete.

3. Select the Actions dropdown next to the form name and choose Delete.

4. In the popup, select the Delete button. If you're unsure about deleting the form, choose the Archive button instead.