To edit the forms used to collect information about your Causes or Sponsors go to Settings -> Edit (cause name) Form. As you create Causes the forms are automatically created for you.
On the Cause form page you can add or remove fields as well as re-order the fields and edit their settings. We will go through each one of these tasks.
Last updated 2013-04-17 00:44:18
Adding a new field - To add a new field click one of the buttons to the left for the field type you want to add.
Each field type displays differently in the forms and has different requirements when filling it out. For example, a paragraph field displays a large box for multiple lines of text where a text field only displays one line. A date field will require a date to be entered in a specific format and will display an calendar icon along side the field that will display a datepicker when clicked on.
When clicking on any of the Add Fields buttons it will open up a modal window where you can set up the new field. In the following example we will set up a Drop Down List field.
Setting up a Drop Down List
Some of the fields have specific requirements on how they are set up. The software validates the fields as you go and will provide feedback if it is correct or if there is a problem. The green check indicates the field is correct and the message in red indicates a problem. For the field rules hover over the labels to the left to get a pop up with instructions.
The Field Name will be the label in your form for the form field.
The Database Alias is how the software catalogs the field in the database. It is used behind the scenes but is very important that it is set up right. This field is also used for creating short codes which are used in the sponsorship info and in the mail templates. the short codes are called by putting the database alias in brackets: [db_alias]. This field is also used to activate certain advanced features:
Advanced Features overview:
Using one of the following as the database alias will activate the feature for that cause:
- sp_amount - This allows you to create a custom sponsor amount which will overide the default amount. It is possible for each sponsorship to have different amounts. If you are sponsoring a well drilling project, for example, you could create different levels of sponsorship: one at $25, one at $50, one at $75, all within the same cause.
- sp_num - Sets a custom number of sponsor to complete a sponsorship. This will override the default. Using the same example of a well drilling program, you could have 3 sponsorships for $25, 5 sponsorships at $50, and 1 sponsorship at $75. Each one will remain available for sponsorship until the number required has been met.
Select List Options are the options you want to choose from in the drop down list this field will create. Separate values with a comma, NO SPACES.
Required means this field needs to be filled out before the form can be submitted. It will also put a required tag along side the field.
Name (Use as name) sets the field as a name field. This signals the software to use this field the name of what is being sponsored. For example, perhaps you are creating a sponsorship program for pastors and you want to create a drop down list for the different titles a pastor might have. In the select list options you might have: Pastor,Reverend,Brother,Dr. If you want to display this field as part of the pastor’s name you would check this box.
Permissions sets who can view the information in this field. Public makes it available to everyone. Sponsor makes it only available to the sponsor and admins. Admin only makes it a private field only viewable by admins with the appropriate permissions.
Once you have filled out the information click the Add Field button. Your new field will now appear at the bottom of the existing fields list.
Editing Fields - Each field is represented by the blue boxes. To edit a field you will go to that field in the list and change the existing settings. Again we will use a drop down list for our example.
At the top in bold type is the field name and below that are two tabs. The Field tab is the default. Below the tabs is the field type and the field name, the database alias, and the select list options. You will notice that the database alias is not editable. Once the database alias is set it cannot be changed. Both the name and the select list items can be edited by clicking in the box and making your changes. As soon as you click out of the box your changes are saved and a green check indicates your changes were successfully updated.
Under the settings tab is where you can change whether or not the field is required, whether or not the field is used as a name field, and the view permissions. If you want to remove the field click the *delete button.
*Deleting a field does not remove the data in the database; however, it will make the data unaccessible. If in the future you want to access the data again you can create the same field. The database alias must be exactly the same for this to work.
Reordering fields - To reorder simply click on an empty area in the blue box and drag it to a new location. This is the order the fields will appear in your forms.