Similar to the "Contact form" page type, the "Custom form" page provides your members the ability to send a form to pre-defined recipients. However, unlike contact forms, this page type is fully customizable! Custom forms are most commonly used to gather reservation requests, volunteer interest, and architectural review requests.
Create the page
First, visit the "Pages" section in the Admin Portal and click on the "Add page" button from the menu at the top.
Enter the title of the page (eg. Architectural Review Request), then select the "Custom Form" page type from the list of options.
Decide your preferred published setting, and if you'd like to add it to an existing folder.
Lastly, click "Add" at the bottom of the page.
Design the form
Now that the form is created, you'll click the "Manage form elements" button to begin building out what information you'd like members to fill out on the form.
In the pop-up window, decide which prompts, prompt types (e.g., text input, radio buttons, file upload), and details are needed to gather the information from your members. You can additionally customize which fields are required to be filled out or not. Once you've finished, click "Save. "
Lastly, before the form fields populate the page, you'll need to determine who you want to receive the form submissions. To do this, click the "Manage recipients" button, then add an individual, group, or email address as a recipient. You can additionally have multiple recipient options for users to choose from! Lastly, click the "Save" button.
Note: if it's a group of people (e.g., Architectural Review Committee), be sure to set up the group first by visiting the "Groups" section in the Admin Portal. More information about creating custom groups is provided in this article: About groups.
Submission history
Once a form is submitted, it'll be emailed to the selected recipient(s). A copy of that submission will also be available on this page for page editors and those with the "pages" administrative privilege to view! To access this, click the "View submission history" button at the top of the page.
More examples of using the "Custom Form" page type are also available in the following blog posts!