Use forms to gather important information about your members and other organizational contacts. In Rhythm, you can easily create forms in multiple apps to use in your online portal.
Create a Form
- From the Rhythm console, navigate to your chosen app:
- CRM > Setup > Contacts > Forms
- CRM > Setup > Organizations > Forms
- Membership > Setup > Applications > Forms
- Meetings + Shows > Setup > Registration > Forms (Global)
- Sponsorship + Benefits > Setup > Forms
- Certifications > Setup > Activities > Forms
- Certifications > Setup > Applications > Forms
- Certifications > Setup > Exams > Forms
- Certifications > Setup > Training > Forms
- Awards + Nominations > Setup > Applications > Forms
- Awards + Nominations > Setup > Nominations > Forms
- Awards + Nominations > Setup > References > Forms
- In the upper right, click the Create Form button
- In the window, select start from an empty form to start from scratch or select default form to start with fields from a specific use case. You may also choose another existing form from your organization’s collection.
Helpful hint: If you're unsure where to start, use a default form as a framework for your new form.
- Click Create Form
- At the top of the form builder, use the text box to give your new form a name.
Add pages
Use pages to group relevant questions or fields together and design the form’s overall order.
- To add a page to a form, click create page on the left.
- In the next window, name the page and add header text.
Helpful hint: Header text helps your portal users intuitively understand the information you're collecting on a given page. - Step types:
- Fixed: The page will appear to everyone
- Dynamic: The visibility of this page is dependent on a set of criteria
- Completion: This page indicates that the form has successfully been processed
- To edit or delete a page after it’s created, hover over it and select either the pencil or trash can icon.
Add + edit form components
Components are the elements or fields included on each page.
- Above the builder, click the Add Component button. Depending on which app you are in, you will be presented with related fields and elements.
- To add a component, select it from the list.
- In the next window, you can edit the Header and Text. If you do not, default language will be added.
- To organize fields into a section together, select field group from the component list.
- Determine if the field group layout should be two column or one column in the upper right.
- Choose from built-in fields or any custom fields you’ve created.
Helpful hint: You cannot create custom fields from the form builder. This must be done in the app setup. - On the Header + Text tab, add a title and a description for the group.
Helpful hint: Adding instructions for a particular field group will ensure your portal user understands how to complete a given section. This text will appear above the components in the grouping. - Click Save Changes.
- To edit or delete a grouping after it’s created, hover over it and select either the pencil or trash can icon.
Add transitions + custom errors
Transitions control behaviors that happen when someone is navigating between two pages. If you create a form from a default template, the transitions will already be set up for you. If you create a form from scratch, you'll follow these instructions.
- When on a page, select the Transitions tab to view available options.
- Back: Allows the user to navigate to the previous page
- Next: Prompts a user to move forward in the process
- Cancel: Allows the user to abandon the process
- Save + Return Later: Gives the user the ability to save a partially completed form.
- Use the enable/disable button to toggle different transitions.
- Select Options to change the text of the transition button or add advanced styling.
Helpful hint: If you have any questions about advanced styling options, please contact Rhythm support. - On the Next transition, select the checkbox to enable conditional page transition rules and then click Add Rule.
Helpful hint: Conditional page transition rules allow you to direct a user to a specific page based on conditions you set using field information
- Fill out the Rule Descriptive Name
- Select a Target Page
- Set criteria using one or multiple fields
Custom Errors allow you to specify required fields on your form. These errors will display at the bottom of the form in red bulleted text and will prevent the portal user from advancing to the next screen until the set conditions are met.
- When on a page, select the Custom Errors tab.
- Click Add Custom Error Rule to the right.
- Fill out the Rule Descriptive Name.
- Enter the Error Message to Show to the User.
- Set criteria using one or multiple fields
Form properties + CSS
Using the Form Properties option, you can change the navigation bar’s location and add your own hooks using Javascript. You also have the option to use Custom CSS for more fine-tuned control of the front-end styling of your form.
If you have questions about how to use the advanced tools within the form builder, please contact Rhythm support.
Publish your form
In the top right, click Save to take your form live and make it available for use within your selected app. Remember to assign it to your chosen process once you're done.
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