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      How do I add a form to a page or an activity / opportunity?

      Create forms. Custom application forms. Add forms. Contact form.

      This article first explains what a form is and where you can find it, then we show you how to create a form, then how to add it to a page or an activity / opportunity. Go straight to:

      Forms are added to a page for various reasons, for example as a contact form. They can also be added to activities / opportunities to gather more information about the applicant / volunteer.

      All forms can be found on the platform's organization page (see the image below). This is also the only place where you can delete them. So you can remove a form from an activity or from a page without losing it. This is also where you can download the data of a form.

      You can go straight to the overview of all forms from the administration panel in one go by clicking on 'Forms'.

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      Where do I create a form?

      There are three ways to create a form.

      Via the organisation page:

      1. Click on your profile icon

      2. Go to your organisation page

      3. Click on "Forms" in the menu

      4. Click on the "Add from" button

      Via the page editor:

      1. Go to the page editor

      2. Go to 'add section' (the + symbol)

      3. Click on "Form" in the menu

      4. Click on "Create a new form"

      5. Click on "Add form".

      When creating an activity / opportunity:

      1. Create an activity / opportunity

      2. Go to the 'How can people join' section

      3. Click on "Create a form for new applicants" under the field for "Custom application form", a new tab will open

      4. Click on "Add form"

      TIP: You can use one form for multiple activities / opportunities or pages.

       

      How do I create a form?

      • Give a title to your form and determine whether the form can be completed by just anyone or only by logged in users (this affects which fields you can use, see below).
      • Then select the contact person who should receive the answers. NOTE: if you leave this box empty, no one will be notified when the form has been completed. This does not apply to forms that are linked to an activity / opportunity, the answers are attached to normal applications.
      • You can then choose to set up an message that will be shown to the user after completing the form. This message will not be shown if a form is linked to an activity / opportunity.

      Now you can get started with the content. You can indicate per question whether this is a mandatory question and/or add extra instructions if necessary. 

      TIP: You can change the order of the questions by clicking the up arrow (↑) or down arrow (↓). The easiest way to do this is when they are 'collapsed'. See below.



      You can choose from 10       different types of questions:

      • Short answer - open question with room for short answers

      • Long answer - open question with room for long answers

      • Single choice - select one answer from a list

      • Single choice (dropdown) - select one answer from a list using a field that expands so that the questionnaire remains shorter / clearer when you have a question with many answers.

      • Date - select a date

      • Checkbox - check if applicable

      • Multiple choice - select multiple answers from a simple list

      • Multiple choice tiles - select multiple answers using tiles that provide space for adding an icon and a description if the choices could use some explanation

      • Location - this field is linked to our map provider's database which allows you to search and add your location

      • File upload* - let someone upload a file of max. 5MB; there is space to add text with, for example, a link to a form

      * This is due to only possible if the form can only be used by logged in users for security reasons. 'Allow non-logged in users to view and submit this form' should therefore not be checked.

      TIP: Explain your form by adding 'Content sections'. These are rich text fields that allow for basic styling and to which you can also add images and/or videos from Youtube or Vimeo.

       

      How do I add a form to a page?

      Follow the next steps to add the form to your page:

      1. Go to the page editor

      2. Go to add section (the + symbol)

      3. Choose "form" in the menu

      4. Add a title and a subtitle, if necessary

      5. Click on the name of the form you want to add

      6. Click on "close and watch example

      7. Save the page by clicking "save"

       
       

      How do I add a form to an activity / opportunity?

      Follow the next steps to add a form to your activity / opportunity:

      1. Create or edit an activity / opportunity

      2. Go to the 'How can people join' section

      3. Click on the field under "Custom application form"

      4. Select the correct form