Forms

The Forms section is exclusively accessible to staff members. It allows staff users to create highly customizable forms, which can then be shared via QR code or a direct link. These forms can be tailored with different logos, colors, and a variety of form fields, such as descriptive text, text entry fields, multiple-choice and multi-select options, e-signatures, file uploads, date fields, and more. Forms can also be made public, saved as drafts, or saved in place for future use, especially for longer or more complex forms.

Setup

By default, the "Forms" page is only accessible to staff users. During your first navigation to the "Forms" page, there will not be any submitted forms. Clicking on "View Form Definitions" will have one predefined form called the "Contact Us Form". Click on the "Contact Us Form" to see the demo form functionalities that are available.

Create a Form

Below are the instructions to get to the form creation page.

1. Navigate to the "Forms" page
2. Click "View Form Definitions"
3. Click "+ Add Form"
4. A prompt will appear titled, "Get Started with a Form Template", click "Next"
5. Use the search bar for a predefine form to get started with and click "Use this Template"
6. Follow the "Form Definitions" and "Form Settings" in the following documentation sections to customize your form.
7. Click "Save"
8. To test out your form, click the computer icon for "Open published form"
9. To share your form, click the three connected dots. You can copy the link and share on your website, via email, etc. Alternatively, you can copy the QR code to print out on posters, put on your website, etc.

Form Definitions

• Form Name: Enter a name that will be shown as the header for the entire form. There can only be one Form name.
• Section Name: Enter a name that will be used for this particular section of the form. There can be many sections within a form. Sections can include many different types of form fields
• • "+": Add a new section above.
  • "-": Delete the current section.
  • "Down Arrow": Move the entire section below.
  • "Up Arrow": Move the entire section above.
• Field: Fields are fields that users can input data to.
• • "=": Click and drag to move the field up or down
  • "Pencil": Edit the field.
  • "+": Add a field below
  • "-": Delete the field
• Add Field: Click to add a new field
• • Description: Include rich est, images, and links in your form.
  • Text Field: a field for collecting single or multi-line text.
  • File Field: A field for collecting files
  • Choice Field: Create pre-defined options to choose from.
  • Email Field: A field for collecting emails.
  • Date Field: A field for selecting a date.
  • Signature Field: A field for drawing a signature

Form Settings

Click the Gear icon during the form creation to view and edit your Form settings.

• Form Name: Name of the form as it appears to end users
• Form Address: The default address that appears in the URL for published forms.
• • For example, the form address could be, "bd9a4505-24be-414e-b0f8-0c92a01df3c4". This address would be shared to end users as, "example.usefoyer.com/form/v2/bd9a4505-24be-414e-b0f8-0c92a01df3c4".
  • You can change the form address to make the URL easier for users to read with an example like, "ContactForm", which would change the full URL to, "https://example.usefoyer.com/form/v2/contactform"
• Change Draft Access Type: Change how drafts of form submissions for this form are saved and how they can be shared.
• • No Drafts: Forms cannot be saved by end users inputting data.
  • Drafts Saved with Public Link: Forms can be saved by end users and be accessible with a public link
  • Drafts Saved with PIN Code: Forms can be saved by end users and be accessible by pin code
• Switch Color Mode: Change between dark mode or light mode.
• Set Form Image: Set the logo image on the form
• Set Form Submission Action: Choose what should happen after this form is submitted.
• Set Form Submission Message: Set a custom message after this form is submitted.

View Form Submissions

Submitted forms can be viewed by all staff members. To see submitted forms, navigate to the "Forms" page.

Submitted Forms

By default, submitted forms will show Approval Status as "Pending", Status as "Submitted", and provide columns as applicable to the Form(s). To view any specific form, click the ellipsis for a specific form, and press "edit".

• Form Tab: See all submitted form fields
• Chat Tab: A chat location for only staff members to discuss the submitted forms
• Settings Tab
• • Send Email: Send an email to the form submitter if the email was defined
  • Set Form as Draft: Control if this form submission is a draft (if it can be edited).
  • Change Draft Access Type: Change how drafts of this form submission are saved and how they can be shared.
  • • No Drafts: Forms cannot be saved by end users inputting data.
    • Drafts Saved with Public Link: Forms can be saved by end users and be accessible with a public link
    • Drafts Saved with PIN Code: Forms can be saved by end users and be accessible by pin code
  • Get Form Submission Pin: Get the pin to share this submission (when access type is pin).
  • Set Approval Status: Set the form to approved, pending, etc.
  • Visit Submission: Go to this form submission.
  • Visit Form Definition: Go to the form definition for this submission.

Apps Customization

The "Forms" Menu item can also be customized with different logos and text as well.

1. Navigate to "Org" and click to "Edit Foyer Apps"
2. On the "Apps" page you can,
3. 1. Move the order in which "Forms" page appears for all users by clicking the two horizontal lines beside the "Forms" box
   2. Click the vertical ellipsis and click "Edit App" to change,
   3. 1. In the "General" section, the icon and label text as it appears to users
      2. In the "Visibility" section, who the app is visible to