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Creating Custom Forms
Is it time for you to start creating custom forms for your community? Follow this page for more information!
Navigate to the Custom Form Editor
Within the Form Editor panel you'll be able to create custom forms designed to your liking. Although this is very similar to the Website Builder there are some specific features that have been added. For example, there are a few custom field types and premade sections that will further the functionality of your CMS.
Administrative Panel Custom Form Editor - Create Fully Customizable Forms
If a user has permissions for a specific form they'll be able to see those forms in the "Available Forms" panel which is accessible on the left side bar. If a user has the permission to approve or deny a specific form they'll be able to see those forms in the "Form Management" panel which is accessible on the left side bar.
Form Stages allow you to control the process (or stages) of your form. Each for is required to have at least one stage before it can be used.
Form Stages Editor - Edit the flow of your forms!
To begin, you can either create a new stage or add an existing stage to a form. If there are no other stages, this will be the stage that is first assigned when a person submits this form (the default stage).
After pressing "Create New Stage" (or pressing "Edit" on an existing stage), you're shown an editor to modify the look and actions of that stage.
Stage Title is shown when referenced in stage actions (upon execution), Form Management and Available Forms. Stage Internal Label is shown when referenced anywhere in the Administrative Panel.
Stage Editor - Edit a single stage
Stages are not unique between forms, so if two forms use the same stage then editing that stage will affect both forms
When users submit forms, their submissions will be displayed in a way that makes it simple to track what stage each submission is in.
To view all form submissions, click the orange "Go To Submissions" button in the top right hand of the Form Editor page.
Sonoran CMS - Form Editor - Go To Submissions
Once there, you can select the form whose submissions you'd like to manage on the left side, and then you will see all submissions and which stage they are in.
Sonoran CMS - Form Submission Manager
You can also delete any form submissions by right clicking them.
Sonoran CMS - Delete Form Submission
You can add actions to any stage you create. Simply click the "Actions" tab at the top to add actions to a stage.
Sonoran CMS - Form Stages - New Action
The list of possible actions you can add is shown in the image below:
Sonoran CMS - Form Stages - Actions List
This action will allow you to set the submitter's ranks. Additionally this allow you to set the ranks to also expire after a certain amount of time after they've been granted the rank by the action.
Checks for rank expirations are done upon each fetch of the account and not currently periodically checked.
This will change the submitter's rank (and department but that's behind the scenes). To apply an expiration to the rank(s) simply press the dropdown button located on the rank button, this will provide you with the option to access it's Expiration Settings.
Sonoran CMS - Change Submitter's Department/Rank Stage Action
In order to actually change the users department or rank, you must click the rank name button below the rank selector. It will then change color to Green, meaning it will add the rank to the user's account. If you click it again, it will turn Red, meaning it will remove the rank from the user's account.
Sonoran CMS - Change Submitter's Department/Rank Stage Action Clicked
Premade sections are pre-defined sections for forms that have underlying functions. These sections will allow you to leverage further possibilities in a custom form. Below is a list of all premade sections and how they work:
Time Clock Start/End
This premade section allows your form submitters to import direct clock in entries, this will also allow integration with rosters via for the roster column type "Time Log Hours".
Special Input Types are inputs that have underlying functions. These input types will allow you to leverage further possibilities in a custom form. Below is a list of all special input types and how they work:
This special input type allows form submitters to select ONE user from your community, these users are formatted with preferred format set in Community Customization. This special input type can be referenced in a "auto member x" input.
This special input type allows form submitters to select MULTIPLE users from your community, these users are formatted with the preferred format set in Community Customization. This special input type CANNOT be referenced in a "auto member x" input.
These special input types allows input values to be automatically generated from a "Member Selector" input or from the form submitters account. When using these input in Custom Form creation ensure to select an option from the "Field/Source to Reference".
Sonoran CMS - Custom Form - Member Selector & Auto Member Input
Sonoran CMS allows you to organize the order in which forms appear wherever they're listed, the main area forms are seen in a specific order would be when displaying the allowed forms in "Available Forms", this will allow you to organize the order of your forms for the best experience for your members.
To change the sort of your community's forms, you can change the "Sort Order" value for each form in its editor. Smaller values (including negative numbers) indicate that it should be sorted first. For example, if
Form 2has a sort order of 0, and
Form 1a sort order of 13, Form 2 would appear first.
Sonoran CMS - Forms Editor - Conditional
Conditional sections allow you to make an individual section visible based on conditions.
To enable a section to be "Conditional" simply switch the Conditional switch to "on" state. Once you do that a "Dependency" selector will appear, this will provide you with all eligible fields that can be used for conditional checks. Select the field that you want to be checked for the appearance of this section. Once you've chosen a field it'll provide you with an input, provide all value(s) that you wish to be checked upon on the field.
If the field that will be checked is a checkbox it will simply check if it's "checked", there won't be any reason to provide a value.
Newly introduced limit settings allow you to limit the amount of submissions users in your community are able to complete. With these various settings you're able to lock it down within the last X days, ignore archived submissions and even add a cooldown in-between form submissions.
Sonoran CMS - Custom Form Editor - Limit Settings
# of Allowed Submissions This number is the total amount of submitted versions of this form that are allowed for each community member. Setting this to
-1will not limit form submissions at all. Limit Submissions Within Last X Days This number is the amount of days prior that submissions will be searched for, for limiting. For example, if this is set to
3then it will only check for submissions 3 days prior from now. Setting this to
-1will check all-time submitted versions of this form and not within the last X days. Submission Cooldown This number is the amount of days between submissions of this form. For example, if this is set to
3then the member will have to wait three days between submitting versions of this form. Ignore Archived Submissions If checked this will not check for any submissions that are currently set to a stage that is the type of "Archived". So if a form is "Archived" it will not be searched for.
Forms that are blocked from being submitted at the current time will be shown this blocked view till the block is lifted based on the settings set for limiting. The member will not be able to submit any version of the form till they no longer meet any requirements to be blocked due to the settings.
Forms can now be organized within folders, these folders are purely for organizational purposes and doesn't serve any other function.
Sonoran CMS - Form Editor - Folders
To create a folder simply press the green plus button and select folder, this will prompt you to provide a name for the folder to then be created. Once the folder is created you can drag and drop forms into folders to easily organize them.
You can directly share a Custom Form via URL to be directly submitted on, if the URL is viewed it'll automatically navigate and provide the form to be submitted. You can get the direct submission access URL by viewing it in Available Forms and grabbing your browsers URL while viewing it or you can navigate to the Custom Form Editor. And before you select a form to edit just hit the settings cog then click green share button above the delete button.
Sonoran CMS - Form Settings Button
Sonoran CMS - Share Forms Button