Standard Forms – 1 – Forms Listing

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The Forms Listing tab (Online Forms > Standard Forms > Forms Listing) allows you to Add new forms and Edit existing forms.

NOTE: This video covers the old “standard forms” tool. For help with the Responsive Forms tool, click here.

Existing Forms:

Existing forms will be listed to the Left. Click on a form, and use the tabs along the top (Settings, Header/Footer, etc. ) to EDIT the form.

To the Right of each form will list how many (if any) Open Records – a form that has been submitted – exist for that form.
Click on the desired form line, and use the Open Records & Process records tabs to Process  forms that have been submitted.

New Forms:

Click the blue Add button at the top of the listing screen to add a new form.

Pre-built templates are available, and if you have created a form in the past you can use that existing form as a template as well.

Select the Type of form (Interaction, Donation, etc.) and name your new form.

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In order to create Donation forms you must have an account with Open Edge.

If you have account information, enter your information under Maintenance > Site-Setup > Payment Processing.
Once the information is verified, return to Online Forms > Standard Forms, and a Donation form will be available under the Add button.

Last Updated On July 30, 2018