Creating a form

Table of Contents

Creating a form

Create a form by setting the controls that change how members request it and how it is completed.

1. New Form

Open New Form.

New Form

2. Form Type

Choose Form Type. Type locks after the first save and changes which essential fields the form needs.

Form Type

3. Action

Choose Action (Create, Store, or Update). Action locks after the first save.

Action

4. Form approval

Choose Manual or Automatic approval. Automatic can complete after submit or pay when fees are settled.

Form approval

5. Product group

Under Payments Settings, choose a product group when members should pick from fee options.

Choose from a group of products

6. Create

Choose Create, then configure custom fields on the next step and Save.

Create

7. Form view

The form view shows the saved type, action, approval, and payment settings.

Animal Registration

Connected actions

Payment product or product group can require pay before approval. Manual vs Automatic approval changes whether entries wait for admin Complete. Type and Action lock after the first save.