This guide provides an overview of how to configure and manage electronic forms within the organisational platform. The system allows staff to create, launch, and administer forms for a variety of purposes, such as collecting user information, triggering workflow activities, and sending automated email notifications. With flexible components and tagging options, forms can be tailored to suit a wide range of operational needs.

Advanced Features

You can alter the advanced features of a form, this will help you to understand what these advanced features do:

Thankyou Message: This is the message that appears to users when they submit the form.

Default button Text: You can change the SAVE button on the form.

Auto pre-fill: For some form types, it prefills the data with the user (or suppliers) last record

Notify Admin: An email to the Form Administrator is sent when a user submits a form (only for new forms submitted by members via the website, not for forms submitted by staff)

Supplier Form: This form is shared by users connected to a supplier (in your organisation a Supplier might be a Village, Kindergarten, Organisation, Branch or a Venue as you can rename this module). Supplier Forms can allow you to "Pre-Fill" data from the last form filled out, so perfect for a refresh of key contacts / financial data or other.

Paid Form: Paid forms allow you to set very basic pricing based on Roles (e.g staff, public & different member pricing). It will allow you to select a General Ledger code and calculate GST if applicable for that General Ledger Code. The form has a message indicating the cost for the form and when completed an invoice is generated and the user is navigated to the pay screen.