Similar to the "Contact form" page type, the "Custom form" page allows your members 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 page title (e.g., 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
After adding the “Custom form” page to your website, you’ll notice there are some pre-selected prompts that have been added. You can choose to edit those prompts by clicking the pencil icon under the “Edit” column, decide whether they should be required or not, reorganize them, or delete them from the form altogether.
You can also add additional prompts to your form by clicking the “Add form element” button.
On this screen, you’ll decide which prompt, prompt type (i.e., text input, radio buttons, checkboxes, or 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 and which should be optional. Once you've finished, click "Add. "
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 "Add recipient" button.
On the next screen, you can 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 "Add" 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. This article provides more information about creating custom groups: 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 for those with the "pages" administrative privilege to view! To access this, click the "Submissions" button at the top when editing your page.
More examples of using the "Custom Form" page type are also available in the following blog posts!