Creating Forms

Form Builder - Step by Step
The Form Builder 2.0 module allows you to create forms that Members, volunteers, and even members of the public can complete online. The results will be sto...
Thu, Aug 1, 2024 at 10:26 AM
Managing Forms
This article will show you how to manage forms in the new Form Builder (coming soon) Required Access: You will need the Administrator or Form Administr...
Tue, Aug 27, 2024 at 4:44 PM
Setting Up Forms & Editing Forms' Setup
This article will show you how to create new forms and edit current forms' setup pages. This will be done in Form Builder 2.0 Required Access: You ...
Tue, Oct 22, 2024 at 1:03 PM
Adding Fields to a Form
This article will show you how to add questions to a form in Form Builder 2.0 Accessing the Intake Manager You will need the Form Administrator adminis...
Mon, Jun 7, 2021 at 11:37 AM
Editing Form Fields
This article will detail how to edit a form's fields within Form Builder 2.0 Accessing Form Builder 2.0 You will need Form Administrator administra...
Fri, Dec 4, 2020 at 11:01 AM
Form Field Definitions
Please refer to this list for a description of the available form fields. Checkbox - Create checkbox selections for end users to choose from. Curr...
Fri, Nov 6, 2020 at 10:52 AM
Publishing Forms
Publishing your Form There are two separate links to publish your form, and which one you use will be based on whether the form is public or not.  Publ...
Thu, Aug 1, 2024 at 10:25 AM
Adding Images to your Form
Required Access: You will need the Administrator or Form Administrator admin access level. Where to go: Go to Admin > Member Management  Select F...
Fri, Mar 22, 2024 at 4:07 PM
Collecting Fees with Forms & Simple Store
First, create a Simple Store page to collect fees such as new membership Once that's set up, when you edit a form, click the Set Up tab and scroll all...
Mon, Mar 20, 2023 at 3:30 PM
Migrate Forms from Digital Cheetah to Member Essentials
Go to the Form Management (Form Tool 2.0) in Digital Cheetah Check the form to make sure there are no Access Group restrictions on the form.  If so, they...
Mon, Jun 3, 2024 at 4:12 PM