Forms settings
The Settings tab of a form lets you add people who should be notified about form submissions, set the form's status, and obtain embed instructions.
Select the Forms page from the top navigation.
Select the form you want to edit.
Select the Settings tab.
Collaborators: Managers have access to all forms by default, but you can give viewers and editors permission to manage or view any form by adding them as collaborators. If you need to remove a person's access to a form, select the
Xnext to their name to remove them.Manage: This person can edit the form's fields, update the settings, and view submissions.
View only: This person only has access to the Submissions tab.
Can create forms: Another way someone could access forms is if they have Can create forms enabled on their People permissions. In this case, they still only have access to the forms defined by Manage and View only, but they can also create and manage their own forms.
Tip
Congregants may feel more comfortable sharing certain information, such as prayer requests or pledges, with a smaller group of people, like pastors or staff. To ensure the privacy of these requests, you can create a private profile note category instead of using a basic form field.
Notification list: If you want a team member to receive a copy of the form submission, add them to the notification list. If you select the Send a copy to the form submitter option, the person who completes this form will receive a copy at their email address that includes all their responses.
Filter settings: Assign the form to a campus or category to make filtering on your main Forms page easier.
Form status:
Open means the form is publicly accessible and accepting submissions.
Closed means people aren't able to view the form or make submissions. Use this status when you want to work on the form but do not want to allow others to fill it out yet.
Allow submitting on behalf of a household member: With this setting turned on, logged-in congregants can select which household member they're completing the form for before they start filling it out.
This setting and the Household Members field can't be used on the same form, because they serve different purposes — the Household Members field is for adding new household members during a form submission, while this new setting is for submitting on behalf of existing household members.
Require submitters to be logged in to Church Center: Congregants must log in to complete the form when this setting is turned on. Embedded forms are unavailable when submitters must be logged in.
Embed: You can embed the form on your website by copying the public URL and following the embed directions.
Tip
Select the Actions dropdown in the top right to edit the form's title, duplicate the form, archive the form, or delete the form. Duplicated forms will include all the fields and settings of the existing form, but submissions and automations will not be copied.