Managing Forms

The form builder allows you to create custom, responsive forms that you can use for assembly reporting and more.

Creating a New Form

Click the button to add a new form

Fill out the relevant fields

Anything assigned to the "Assembly" category will show up on the Pastor Dashboard to help them track their submission status each year. Other forms will need to be linked externally.

Form Templates

We have form templates ready to go to help speed up the process of building your forms.

• Lead Pastor Report

• Church Directory Form

• Certificate of Election (may be utilized for Assembly or any Convention)

• Annual Report of Licensed Minster

• Annual Report of Retired Minister

• NMI President Report

• Memorial Roll

Ministerial Studies Forms

When you are building a form, you have the option to designate the form as a Ministerial Studies Form (this can be done at any time). This will allow you to create a PDF for each submission and assign it to a student in your Ministerial Studies system.

If the desired form (e.g. Candidate Questionnairre) is connected with an Annual Item (Ministerial Studies > Settings > Annual Items) which show the progress items on the Student Page, you can select the appropriate item from the dropdown. This will mark that item as true when you match the session with the student.

Editing/Building a Form

Click the icon on the form you want to edit

When making changes to the form's Meta information (Name, Description, Email, etc.) you can make the change desired and then click the save icon that will appear to the right of the field to save.

To add a field, select the desired field you wish to add from the list on the right

To edit a field, click the icon on the field you wish to edit.

To delete a field, click the icon on the field you wish to delete, and confirm the deletion.

Understanding the Prebuilt Fields

We have put together a collection of fields that fit your District's specific needs for custom forms. These prebuilt fields have actions that are tied with them, allowing full integration with your Contact, Statistic, and other tables.

All Pre-built fields generally correspond with information in your Toolbox system. If the user is logged in, we will do everything we can to pre-fill these fields with the relevant info we have.

Basic Contact

Adds a Name and Email field for a preset position. This is useful for information for an NYI President or Board Secretary. This will add/update the individual in your Contact table.

Advanced Contact

Adds a Name, Email, Phone, and Address fields. You have the option to preset a position (e.g. NMI President) or allow the user to specify their position which will add a position dropdown. You can also specify if you want the delegate treated as an Ex-Officio Delegate for assembly and will be added to your Delegate table accordingly.

You can edit the list of positions a user can select from under Form Options

Delegate Fields

Adds a dropdown and fields to collect Name and Email for delegates. You can specify which type of delegate they will be. This also allows you to allow alternates to be specified in a similiar fashion. Each submission will automatically assign the delegates based on the list you selected when the form is submitted. You can have multiple delegate fields allowing you to build a master Certificate of Election form (e.g. Assembly Delegates, NMI Delegates, etc. on the same form).

The delegate dropdowns can be edited under Form Options specifying how many delegates are attributed based on membership, etc.

Church Directory

Adds all the relevate church information fields and will automatically update your church directory listing.

Staff/Officers

Adds a Name and Email field with a position dropdown and the ability to add another Staff/Officer. This will add/update your Contact table with the information added.

Statistic Fields

Adds a container that will include all statistics assigned to the option you select (Annual/Monthly). You can edit the Statistics that will be added here under Manage > Options in your Primary Toolbox. This will automatically add the statistics to their church when the form is submitted for the current assembly year.

Written Report

Adds a container that will include all written report questions. You can edit the Questions that will be added here under Form Options. These answers will be automatically embedded on the Church's Report Page in the App.

Your Form's Link

Click the icon from the Manage Forms screen or from a form edit screen to get your form's link. This is where you can link to the form itself from your website or other source.