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Forms are just like their paper based equivalent: they help ensure all the required info is collected. This can be used to help keep track of connecting new people, staff leave requests, leadership development, marriage preparation and more.

If Notify owner is set to Yes then whenever a new response is saved an email notification will be sent to the Form owner; in this example that would be Andrew Peterson.

If "Add a question to help avoid automated spam submissions" is selected, then when the form is accessed anonymously a CAPTCHA question is added to verify that the form is being completed by a real human and not by a computer or other automated system.

The confirmation message will be displayed to the person filling out the form once they click submit.

Tip: You can choose to add people that complete and submit the form to a process. The process will allow you to track them through a series of steps and automate certain things like follow up email, SMS or adding them to a group. For example you could create a new person's form and process to help facilitate people getting connected to your church. 

Tip: If the form has restricted access, then not only is the form restricted, but also any responses. People with the correct security access will see responses on the corresponding person's profile, people without the required access won't even know the form or the responses exist.

 

Questions

The questions that are added determines what information is collected. The type of questions that can be added are listed below.

If a question is required then the form cannot be submitted until valid info is entered. If the question title is left blank, then the field type will be used as the question label; otherwise enter a label and any help text. A default value can also be entered and will be prefilled each time the form is viewed. If a person's question is added then you'll have the option to save other answers to the person's profile.

 

Person

The person question allows you to link a form response to a profile; it uses the person's name and either their email or mobile to match with an existing profile. If no match is found then a new profile is created. If a similar but different match is found then the new profile will be added the similar person's household. This may require you to occasionally use the person duplicate tool to merge duplicates.

 

Related Person

The related person question allows you to link the previous person question to another person; it uses the person's name and either their email or mobile to match with an existing profile. If no match is found then a new profile is created. If a similar but different match is found then the new profile will be added the similar person's household. This may require you to occasionally use the person duplicate tool to merge duplicates. Once both profiles have been matched or created, the selected relationship will also be added if it doesn't already exist.

 

Contact Detail

The contact detail question lets you collect extra contact info, it can be any one of the following contact detail types: Mobile, Email, Home phone, Phone, Emergency number, Web address or Skype name. If the Save to Profile option is checked, then the contact detail will be added to the person's profile under contact details.

 

Date

The date question lets you collect any type of date that you'd like. When you click in the Date type field you will be shown a list of previously used date types or you can choose to enter a new date type. If the Save to profile option is checked then the date will be added to the person's profile under dates. The Date detail options, let's you provide a list of options for the date detail field.

 

Text

The text question lets you collect a single line of text. If the Save to Profile option is checked, then the text will be added to the person's profile under More details, and the question title will be used to label the More detail.

 

Paragraph text

The paragraph text question lets you collect multiple lines of text. If the Save to Profile option is checked, then the text will be added to the person's profile as a note.

 

Choose from a list

The "choose from a list" question lets you collect a single choice from a list of options. If the Save to Profile option is checked, then the answer will be added to the person's profile under More details, and the question title will be used to label the More detail. Options should be entered one per line.

 

Checkboxes

The checkboxes question lets you collect a multiple choices from a list of options. If the Save to Profile option is checked, then the answer will be added to the person's profile under More details, and the question title will be used to label the More detail. Options should be entered one per line.

 

Scale

The scale question lets you collect a value from 0 to 10. If the Save to Profile option is checked, then the answer will be added to the person's profile under More details, and the question title will be used to label the More detail. This can be useful if you are creating a survey and would like to ask the person how strongly they agree with the question.

 

File

The file question lets you collect files. If the Save to Profile option is checked, then the uploaded file will be added to the person's profile under Files, and the question title will be used as the file type. Note that the file question isn't available if the person completing the form isn't signed into UCare.

 

Number

The number question lets you collect a number, and you can specify a minimum and maximum value. If the Save to Profile option is checked, then the answer will be added to the person's profile under More details, and the question title will be used to label the More detail.

 

Signature

The signature question lets you collect a person's signature if they are using a touch device then they can easily use their finger to sign the form. If the person completing the form is using Internet Explorer 8 then they will not be able to draw their signature and will instead have to type their name in a text box.

 

Section header

The section header lets you create a new section of your form, and you can use the description field to enter a more complete description of that section.

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