There are many different reasons you might want to create a form to gather data from people. Sign-ups for a volunteer opportunity like a neighborhood cleanup day is one example. A form can allow you to collect all the necessary information, including:
- Name of respondent
- Contact information
- RSVP
- Name of each member of the respondent's group, where applicable.
- Areas being volunteered for.
- Whether the respondent/group needs childcare for small children while other volunteers are working.
Below is an example of how you might set up a form for this kind of event.
Create a New Form
- Click the Forms
icon.
- Select Add Form at the top of the page.
- 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. In this case, you may or may not have created an Event in your calendar. The most likely options you will choose are below.- No Connection: General-purpose data collection
-
Event: Used with a specific event (e.g., registrations, sign-ups)
- If you make this selection, you will then click "Select Event".
-
Then using the calendar and list as necessary, highlight the event in question and click Update to tie the form to the event.
Click Save after making changes.
Add Fields
- To collect the information listed above for our sample Volunteer event, you can add, in addition to the default Name and Contact Information fields:
- An RSVP field.
- Click Add Field at the bottom of the list of fields.
- Select Rsvp
- Set the Label to RSVP
- Set the Prompt to "Do you plan to attend?"
- You may want to check the box to make this a required field.
- Click Save.
- A Headcount field.
- Click Add Field at the bottom of the list of fields.
- Select Headcount
- Set the Label to "Number attending"
- Set the Prompt to "How many will be attending?"
- You may want to check the box to make this a required field.
- Click Save.
- A Name List field (you might add one for volunteers, and a second one for children needing care after the yes/no for "Need childcare?" below).
- Click Add Field at the bottom of the list of fields.
- Select Name List
- Set the Label to something like "Names of Volunteers"
- Set the Prompt to something like "Please list all volunteers here".
- Click Save.
- A Text field for what area the respondent and/or their group wants to volunteer for.
- Click Add Field at the bottom of the list of fields.
- Select Text or Rich Text.
- Set the Label to something like "Volunteer Areas"
- Set the Prompt to something like "Will you provide child care or work cleanup?"
- You may want to check the box to make this a required field.
- Click Save.
- Feel free to add other fields as needed.
- An RSVP field.
- Once you've added all the fields, you may want to rearrange the order of the fields on the form. To do this, use the arrows to the far right of each field's entry to move it up or down until everything is in the order you need.
- Once you've added and arranged all the fields as desired, you can click "Back to form" and copy the link to share so people can access and fill out the form.