> ## Documentation Index
> Fetch the complete documentation index at: https://guide.worshipbuddy.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Forms

> Create standalone forms for data collection separate from event registration

# Custom Forms

Create custom forms for collecting information from your organization members or the public. Forms are separate from event registration and can be used for surveys, requests, sign-ups, and more.

## Overview

Custom Forms allow you to:

* **Collect data** - Gather information for any purpose
* **Multiple question types** - Text, number, yes/no, multiple choice, and more
* **Visibility controls** - Show forms to all org members, specific groups, or specific people
* **View responses** - See submissions in the Responses popup

<Info>
  The public submit URL (`/form-submit/?org=…&form=…`) can be opened by anyone with the link. Visibility settings control which forms appear in the **People → Forms** list for logged-in users — not who can POST a submission if they have the URL.
</Info>

## Creating a Form

1. Navigate to the **People** section
2. Click the **"Forms"** sub-tab
3. Click **Create Form**
4. Enter **Form Name** and optional description
5. Set **visibility**: Public (all org members), Specific Groups, or Specific People
6. Optional **Form Settings** checkboxes:
   * **Allow multiple submissions**
   * **Allow editing responses**
   * **Allow anonymous submissions**
7. Add questions and save

## Question Types

The builder includes:

| Type                | Use for                   |
| ------------------- | ------------------------- |
| **Text**            | Short answers             |
| **Long Text**       | Long answers              |
| **Email**           | Email addresses           |
| **Phone**           | Phone numbers             |
| **Number**          | Numeric values            |
| **Date**            | Date picker               |
| **Date & Time**     | Date and time picker      |
| **Dropdown**        | Single select from a list |
| **Multi-Select**    | Multi-select dropdown     |
| **Multiple Choice** | Single select (radio)     |
| **Checkboxes**      | Multi-select              |
| **Yes/No**          | Boolean questions         |

## Building Your Form

### Adding Questions

1. Click **Add Question**
2. Select the question type
3. Enter the question text
4. Configure options (for dropdowns, radio, checkboxes)
5. Mark as required if needed
6. Add helper text (optional)

### Reordering Questions

Drag and drop questions to change their order.

### Required vs Optional

Mark questions as required when you must have an answer. Optional questions can be skipped.

<Info>
  **Tip**: Don't make everything required. Only require truly essential information.
</Info>

## Sharing Your Form

### Getting the Form Link

1. Open your form in **People → Forms**
2. Click **Share Public Link**
3. Copy the URL: `/form-submit/?org=ORG_ID&form=FORM_ID`

### Sharing Options

* **Direct link** — Share the URL via email, text, or social media (copy from the Share Form popup)
* **Open in browser** — Use **Open Form in New Tab** in the share popup to preview the submit page

## Viewing Responses

### Response List

1. Open the form in **People → Forms**
2. Click **Responses**
3. Browse submissions in the popup

<Info>
  There is no CSV/Excel export button in the Responses popup — review submissions in the UI or use the API if you need bulk export.
</Info>

## Visibility (Not Submit Auth)

When building a form, choose who **sees the form** in the org Forms list:

* **Public** — all org members
* **Specific Groups** — selected groups only
* **Specific People** — selected individuals only

Anyone with the **public submit link** can submit regardless of visibility setting.

## Use Cases

### Volunteer Sign-ups

Create a form for volunteers to sign up for opportunities:

* Name and contact info
* Availability (checkboxes for days/times)
* Areas of interest
* Experience/skills

### Feedback Surveys

Collect feedback after events or services:

* Rating questions
* Open-ended feedback
* Suggestions for improvement

### Information Requests

Collect requests for information:

* Contact details
* What they're interested in
* Preferred contact method

### Prayer Requests

Allow members to submit prayer requests:

* Their name (optional)
* Prayer request details
* Whether it can be shared

## Best Practices

1. **Keep forms focused** - Don't ask for more than needed
2. **Use clear question text** - Make sure questions are easy to understand
3. **Provide helper text** - Explain what you're looking for when needed
4. **Test your form** - Submit a test response before sharing
5. **Review responses promptly** - Check submissions regularly
6. **Delete old forms** - Remove forms you're no longer using (there is no Active/Closed toggle)