Page Comparison

...

1. Select My Apps in the top menu

2. Scroll to the right and select Contact Forms

3. You arrive on the Manage Contact Forms page

4. Click the New Contact Form button

   

5. Name your Contact Form

6. Start by choosing the type(s) of Contact that this form should be used to create (there are four types: Person, Organisation, Animal, Object)

   

7. The right section called Your Contact Form displays the fields that are already in your Contact Form. (Every Contact Form has a set of default fields which are added automatically. Those that you can remove have an X symbol next to them.)

8. You can add existing fields to your Contact Form and/or create new fields to add to the Contact Form.

9. To add existing fields: Search your library of fields to find fields to add to your form:

   1. Use the Search bar in the Find a field section to look for a specific field.

      1. Do not press Enter; instead simply type the field into the search bar and wait for the search results to appear.

      2. Press the green tick symbol to add the field to your Contact Form

   2. Use the Field Filters to filter the type(s) of fields that appear in the search results

10. To create new fields: Click the Add new field button

    

    1. The New Field popup launches

    2. Select the type of field you want to create

    3. 

       Add the information

    4. Select an Owner Type - choose Organisation

    5. Set Privacy as Organisation Leaders & Editors

    6. Press Save

    7. The popup closes and the field is added to the bottom of the Contact Form

11. Reorder the fields in the Contact Form: use the up/down arrows next to each field

    

12. Set fields as Mandatory or Optional: each field has a Mandatory checkbox below it in the Your Contact Form section. Click the Mandatory checkbox to make that field mandatory.

13. Add Description to each field (Optional): each field has a clickable text called Edit Description next to the Mandatory checkbox.

    

    1. On clicking the Edit Description text, a pop-up window opens up asking for Internal Description and/or External Description.

       

       1. The Internal Description shows the description of that field to your colleagues who are signed in.

       2. The External Description shows the description of that field to anyone who has a link to the Signup Page.

    2. Click on Save to save the descriptions that you have entered.

       

    3. Click on Clear to remove all the descriptions and start over again.

       

14. Change the number of Allowed Answer Choices for List fields in the Contact Form: i.e. decide whether they are set to Single Choice, Limited multiple choice, or Unlimited multiple choice. (See these separate steps)

15. Scroll to the bottom and press Save

16. You arrive on the Manage Contact Forms page.

...