eForms

Martin Howell avatar Alyanna A. avatar A +4
57 articles in this collection
Written by Martin Howell, Alyanna A., and Andrew Thurlow and 4 others
Help for Administrators

What can you use an eForm for?

Troy Westley avatar
Written by Troy Westley
Updated over a week ago

How does an Administrator create an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator allow the Staff Members to create an eForm?

Allan Yu avatar
Written by Allan Yu
Updated over a week ago

What are the different eForm Question Types that an Administrator can use?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator Create and Use eForm Templates?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator send one eForm per family?

Alyanna A. avatar
Written by Alyanna A.
Updated over a week ago

How does an Administrator view the Preview of the eForm email?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator assign Care Profiles to a Group or an eForm? (Drag and Drop)

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator assign a Group to an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

Why can I not add a group to an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator view eForm responses?

Alyanna A. avatar
Written by Alyanna A.
Updated over a week ago

How does an Administrator view, export, and print the eForm responses?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator generate an eForm report of a specific group?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator configure the email notifications when profile owners respond to an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

Form Categories

Form Categories help you organise and find your forms
Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator create and use Form Categories?

Alyanna A. avatar
Written by Alyanna A.
Updated over a week ago

How to edit Form Categories?

Alyanna A. avatar
Written by Alyanna A.
Updated over a week ago

Form Library

How to navigate the Form Library
John Ryan avatar
Written by John Ryan
Updated over a week ago

Self-service forms

How to create self-service forms
Troy Westley avatar
Written by Troy Westley
Updated over a week ago

Approvals

How to create approval processes for forms
Troy Westley avatar
Written by Troy Westley
Updated over a week ago

How to add,edit or delete an Approval stage to a Self-Service eForm?

Alyanna A. avatar
Written by Alyanna A.
Updated over a week ago

Date Request Question

Request dates from users with expiry reminders
John Ryan avatar
Written by John Ryan
Updated over a week ago

How does an Administrator set an eForm Response Due Date?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does the Administrator create an Appointment using eForms?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator Add an Attachment to an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator remove the eForm responses?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator remove Care Profiles that belong in a Group from an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator remove Care Profiles from a Group or an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does the Administrator disable the Working With Children info in an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator archive or delete an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator archive multiple eForms?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator fix the profiles that are tagged "Members without a Group" in an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator sort members of an eForm into groups?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

What does "Add eForm Replies to the care profile" mean?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator generate a report of Care Profiles based from the eForm Response Status?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator request for Volunteers?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator check the list of volunteers in an eForm?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

What eForm changes trigger an email notification?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrator check the eForm Timeline?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago

How does an Administrators send an eForm only once (no follow-up notifications)?

Jigs Macatangay avatar
Written by Jigs Macatangay
Updated over a week ago