Dynamic Form Builder & Public Submissions

The Forms module features a drag-and-drop builder supporting 22 field types, conditional logic, file upload attachments, and public submission endpoints for registration, surveys, and prayer requests.

1. Building a Custom Form

1. Navigate to Operations > Forms.

2. Click + Create Form.

3. Give your form a Title and Description (e.g., Annual Servant Registration 2026).

4. Drag fields from the palette into your form canvas:

   • Basic Fields: Text, Email, Phone, Number, Date, Time.

5. Selection Fields: Dropdown, Checkbox Group, Radio Buttons, Toggle.

6. Advanced Fields: File Upload, Signature Box, Member Lookup, Matrix Rating.

7. Set validation rules (e.g., Required, Max File Size: 5MB).

8. Click Save & Publish Form.

2. Setting Up Conditional Visibility

Show or hide fields dynamically based on user answers:

1. Select a target field and click Logic Rules.

2. Add a condition: e.g., IF “Will you need transportation?” EQUALS “Yes” THEN SHOW “Pick-up Address”.

3. Click Apply Rule.

3. Viewing & Exporting Submissions

Form responses are collected in real time:

1. Go to Forms > Select Form > Submissions.

2. View summary charts, individual response cards, or submitted PDF attachments.

3. Click Export CSV / Excel to download responses for spreadsheet analysis.