Adding a Form in Church360°

Forms in Church360°

Forms in Church360° are used to collect information from respondents. The Forms feature supports multiple use cases  for various purposes through configuration.

Create a New Form

1. Click the Forms icon.
2. Select Add Form at the top of the page.
3. In the New Form dialog, enter a name for the form and click Create.

You will be taken to the Edit Form view. The form name is automatically populated in the header section.

Configure Form Header

In the header section, select the edit pencil icon to configure additional settings:

• Name
  You can change the form name here.
• Description
  Provide details about the purpose of the form.
• Expiration Date
  Set a date to stop accepting responses.
• Connection (Optional)
  Use the Connect to dropdown to associate the form with a Calendar, an Event, or leave it unconnected.
  • No Connection: General-purpose data collection
  • Event: Used with a specific event (e.g., registrations, sign-ups)
  • Calendar: Used with calendar-based activities (e.g., attendance tracking)

Click Save after making changes.

Add Fields

To create desired data fields for the respondents:

1. Click Add Field.
2. Select a field type:
   • Yes/No (checkbox)
   • Contact Info
   • Date (single or range)
   • Email
   • Headcount
   • Name List
   • Name
   • Number (single or range)
   • Phone
   • Rich Text
   • RSVP (Yes/No/Maybe)
   • Text
3. Configure the field:
   • Label: Displayed as the column header in results
   • Prompt: Instructions shown to respondents
   • Required (check box): Enforces completion
   • Internal Use Only (check box): Hides field from respondents
4. Click Save.

Repeat as needed to add additional fields.

When finished, click Save in the header.

Connection Behavior

No Connection

If no connection is selected, the form functions as a general-purpose data collection tool. All fields must be manually added.

Connected to a Calendar

This option ties responses to a Calendar and allows the form to be used to record attendance for any event tied to that calendar (if the event has "attendance taken" checked).

1. In the header, select Connect to → Calendar.
2. Choose a calendar from the secondary dropdown.
3. Click Save.

The following fields are automatically added:

• Name
• Contact Information
• Selected Event

Additional fields can be added as needed.

Connected to an Event

This option ties responses to a specific Event, and allows the form to be used to record attendance for that event (if the event has "attendance taken" checked).

1. In the header, select Connect to → Event.
2. Click Select Event.
3. Choose an event from the list.
   • Use the calendar to select a date range if necessary to find the event you wish to connect.
4. Click Update.
5. Back in the form header, click Save.

The following fields are automatically added:

• Name
• Contact Information

Additional fields can be added as needed.

Preview a Form

After saving, click Preview in the upper-right corner to view the form as respondents will see it. You may submit a response if desired.

All forms include a reCAPTCHA verification to prevent automated submissions.

Next Steps

To distribute a form to respondents, refer to the Sharing a Form documentation.