Forms library

The Forms library lets you create new Record forms (Data entry forms) or modify existing forms. Create custom Record forms and assign them to individual users, groups of users, or different giving programs (Request types), enabling the data entry/processing experience to be personalized to meet each user’s needs. The Forms library displays a list of existing forms associated with the selected Record type.

  1. From the Control panel, select Settings.

  2. In the Blueprint tile, select the menu , Forms library. Select the desired Record type of the form you want to create, then select Add.

  3. Enter a Form name, then select a Record type (if you want to change the Record type), Review stage (if Review record is selected), Request type (if Request record type is selected) and if you want to Copy from another form.

    Note: Required fields have an asterisk * next to the field name.

  4. Select Ok to add the new form and go to the Manage form page.

    On the Manage form page, select Add section. You can select one of the following section types:

    • Regular

    • Wire transfer

      Note: The Wire transfer section is available on the Request, Organization, and Payment forms and includes special functionality and has to be maintained as an entire block. You can't modify the field labels and prompts in this section.

    • Coding

    • Coding (Read only)

  5. Enter the rest of the information for the section, then select Ok. Select Add field to add specific fields to a section of the form.

  6. On the Manage forms page, you can also edit the details of the form, generate a report, deactivate the form, or assign it to another user. When you're finished, select Save and close.

  1. From the Control panel, select Settings.

  2. In the Blueprint tile, select the menu , Forms library.

  3. Select the desired Record type in the left panel.

  4. Find the form you want to modify and select menu , Open.

  5. Make your modifications, then select Save and close.

Note: Required fields have an asterisk * next to the field name.

  1. From the Control panel, select Settings.

  2. In the Blueprint tile, select menu , Forms library.

  3. Select the desired Record type in the left panel.

  4. Find the form you want to assign and select menu , Assign to.

  5. Select the users and groups you want to assign the form to, then select Save.