Listing

How to Navigate the ‘Dynamic Forms’ Listing Page in the Admin Portal

  1. Log In – Make sure you’re signed into your ChurchPad account.

  2. Click your Profile Icon at the top right.

  3. From the dropdown menu, select "Admin"

  4. You are now in the Admin Portal.

  5. From the left sidebar menu, click on “Dynamic Forms”.

  6. In the submenu that appears, select Listing. By default you are directed to the All Forms Tab.

All Forms Tab Overview

  1. Select “All Forms” at the top to view every form in the system.

  2. Search: Use the Search bar to filter forms by name.

  3. Customize Columns:

    1. Click the column icon (▦) located near the Download button.

    2. In the dropdown menu, check or uncheck columns such as Form Name, Date Created, Status, Responses, Type, Created By, Expired Date, etc.

    3. The customized view not only refreshes your display but also determines which columns are included in any export.

  4. Columns (by default):

    1. Form Name | Date Created | Status | Responses | Type | Created By | Expired Date | Actions

  5. Actions Column: Each row offers a drop‑down menu (or icons) under the Actions column that now includes:

    1. View Forms: Open the full form (or preview the form’s layout) directly.

    2. View Responses: Check individual or aggregated responses.

    3. Share: Retrieve and copy a public or shareable link.

    4. Edit Details: Modify form settings, fields, or metadata.

    5. Duplicate Form: Clone the form for quick reuse.

    6. Disable/Enable: Toggle the form’s availability.

    7. Delete: Remove the form permanently.

  6. Add New Form:

    1. Click + Add New Form at the top-right to create and configure a new form.

  7. Download Options:

    1. Click Download to export your data.

    2. Download All: Exports every form in the system.

    3. Download Current: Exports only the currently filtered and visible forms.

Public Forms Tab

  1. Click “Public Form” at the top to view only forms that anyone with the link can fill out.

  2. Search: Filter these forms by entering keywords or form names.

  3. Customize Columns:

    1. Click the column icon to choose which data you wish to display.

    2. Available options include: Form Name, Created By, Status, Responses, Date Created, Expired Date, and more.

  4. Default Columns:

    1. Typically, Form Name | Created By | Status | Responses | Date Created | Expired Date | Actions.

  5. Actions Column:

    1. View Forms: Quickly open or preview any form.

    2. View Responses: Examine submission details.

    3. Share: Copy the public link.

    4. Edit Details, Duplicate Form, Delete (standard functions).

  6. Download Options:

    1. Use Download All to export every Public Form.

    2. Download Current exports the filtered list reflecting your customized column choices.

Private Forms Tab

  1. Click “Private Form” to see forms accessible only to authorized users or specific roles.

  2. Search: Use the Search bar to narrow down forms by keywords.

  3. Customize Columns:

    1. Click the column icon to toggle visibility of columns such as Form Name, Date Created, Status, Responses, Created By, Expired Date, etc.

    2. This step ensures that you can view only what is most relevant for private access and management.

  4. Default Columns:

    1. Generally set as Form Name | Date Created | Status | Responses | Created By | Expired Date | Actions.

  5. Actions Column:

    1. View Forms: Directly open or preview the detailed form layout.

    2. View Responses: Access submissions associated with the form.

    3. Edit Details, Duplicate Form, Delete (consistent with other tabs).

  6. Download Options:

    1. Download All will export all forms in the Private category.

    2. Download Current exports the currently visible subset based on filters and customized columns.

Recently Submitted Tab

  1. Click “Recently Submitted” to see the latest form submissions across all forms.

  2. Search: Filter the recent submissions by form name or submitter.

  3. Customize Columns:

    1. Click the column icon to choose which details are shown—typically Form Name, User (submitter), Date, and Expired Date.

  4. Default Columns:

    1. Standard display shows: Form Name | User | Date | Expired Date.

  5. Bulk Actions:

    1. Select one or more submissions to perform bulk action (e.g. delete)

  6. Download Options:

    1. Download All: Exports all recent submissions.

    2. Download Current: Exports only the currently visible list, respecting your filters and customized columns.

Adding a New Form

  1. Navigate to Any Listing Tab

    1. You can click + Add New Form from All Forms, Public Forms, or Private Forms.

  2. Form Builder Modal

    1. A full‑screen modal appears, titled Add Form.

    2. Click ← Back (top‑left) at any time to abandon and return to the listing.

  3. Banner Image

    1. Drag & drop or browse to upload a header image (PNG/JPG, max 3 MB, recommended 1280 × 850 px).

  4. Form Title & Description

    1. Form Title: Enter up to 100 characters.

    2. Form Description: Rich‑text editor (bold, italic, lists, links) up to 200 characters.

  5. Type of Form

    1. Private: Only authenticated members (via portal or mobile app) can submit.

    2. Public: Anyone with the link can submit.

    3. Hover the “?” icon for hints.

  6. Start & End Dates

    1. Start: Choose Today or Select Date to schedule future launch.

    2. End: Default is Never; choose Select Date to auto‑expire.

  7. Notification Recipients

    1. Enter up to five email addresses to receive new‑submission alerts.

  8. Building Questions

    1. Click + Add Question to append a new field.

    2. For each question card:

      1. Question Text: Type your prompt.

      2. Question Type: Choose from dropdown (Short Answer, Paragraph, Multiple Choice, Checkboxes, Dropdown, Date, File Upload, etc.).

      3. Options (for choice fields): Click Add option and type each choice; remove with “×.”

      4. Required: Toggle on if an answer must be provided.

      5. Drag Handle (⋮⋮): Reorder questions by dragging up/down.

      6. Trash Icon: Remove the question.

  9. Preview

    1. Click Preview (top‑right) to see your form exactly as end‑users will.

    2. Close the preview with X.

  10. Submit

    1. When finished, click Submit (top‑right).

    2. The new form is saved, and you’re returned to the listing, where it appears in the appropriate tab.

Editing an Existing Form

  1. Locate the Form

    1. From All Forms, Public Forms, or Private Forms, find the form you wish to update.

  2. Open the Edit Modal

    1. In the form’s row under Actions, click Details ▼ → Edit Details.

    2. Alternatively, from the View Forms preview modal, click Edit at the bottom.

  3. Edit Form Fields

    1. Banner Image: Click the × on the current image to remove, then drag & drop or browse to upload a new one.

    2. Form Title: Update the text (up to 100 characters).

    3. Form Description: Use the rich‑text editor to modify formatting or content (up to 200 characters).

    4. Type of Form: Switch between Public and Private; hover the “?” for tooltips.

    5. Start/End Dates: Change scheduling by selecting Today, Never, or picking new dates.

    6. Notification Recipients (Private only): Add or remove email addresses for submission alerts.

  4. Modify Questions

    1. Reorder: Drag the ⋮⋮ handle on any question to move it up or down.

    2. Edit: Click inside any question text or option to revise it.

    3. Add Options: For choice fields, click Add option, type, and save.

    4. Delete: Click the trash icon on a question to remove it entirely.

    5. Required Toggle: Switch on/off whether a question must be answered.

    6. Add Question: Scroll to the bottom and click + Add Question to append new fields.

  5. Preview Your Changes

    1. Click Preview (bottom‑left) to see how the updated form will appear to users.

    2. Close the preview via the X in the top‑right corner.

  6. Save Updates

    1. Click Submit (bottom‑right) to save all changes.

    2. Click Cancel to exit without saving (you’ll be prompted to confirm discarding changes).

  7. Confirm Updates

    1. You’re returned to the listing page, where the form’s Date Modified (or Date Created column) reflects the update.

View Form View

Forms → Opens the Preview Form modal.

  1. Preview Form Modal (after clicking View Forms):

    1. Header Image (if configured)

    2. Form Title & Description

    3. All Fields in their display order, with live input previews.

    4. Edit (bottom‑right) → jumps straight into the form editor.

    5. Cancel → closes the preview.

View Responses (Per Form)

Once you click View Responses on any form (from All, Public, or Private tabs), you’ll land on the Responses Listing page for that form.

Layout & Navigation

  1. Breadcrumb & Back

    1. At top left, click ← Back to return to the form listing.

  2. Search

    1. Use the Type to search bar to filter submissions by submitter name, email, or other visible fields.

  3. Customize Columns

    1. Click the column icon (▦) to toggle columns like User, Source, Date, Field‑Specific Columns (if enabled), and Actions.

  4. Download

    1. Download All: Exports every submission for this form.

    2. Download Current: Exports only the filtered, visible submissions.

  5. Analyze This

  6. Click + Analyze This (or Analyse This) to generate summary charts and insights for the entire set of responses.

Editing an Individual Response

  1. From the View modal, click Edit (bottom right) or, from the listing row’s View ▼ menu, select Edit Details.

  2. The Edit Submission modal opens with each field in editable form inputs (text, date picker, radio buttons, etc.).

  3. Make your changes, then click Submit at the bottom to save.

  4. Click the X or Cancel to exit without saving.

Deleting an Individual Response

  1. In the listing row, click View ▼ → Delete.

  2. A Confirm dialog appears: Are you sure you want to delete submission? This action cannot be undone…

  3. Click Delete Submission (red) to permanently remove, or Go Back to cancel.

Analyzing Responses

  1. Click + Analyze This (top-right).

  2. You’ll be taken to the Analysis view, which automatically:

    1. Summarizes total responses.

    2. Displays each question with:

      1. A list of top responses (with “View More”).

      2. Download icon to export raw answers for that question.

      3. Chart icon to visualize distributions (pie, bar, etc.).

    3. Offers a Print or Delete All for the entire analysis.

Note: Charts and combined‑data views help you spot trends (e.g., “What percentage said ‘Monthly’?”) at a glance.

Combining Data Across Questions

After clicking + Analyze This and viewing the individual question summaries, you can combine multiple questions into a single comparative chart.

  1. Locate a Question

    1. Under any question’s summary (e.g., “What is your gender?”), click Combine Data.

  2. Select Questions to Combine

    1. A Combine Data modal appears listing all questions in the form.

    2. Check the boxes beside each question you want to compare (e.g., Gender, Favorite Color, Rent Frequency).

    3. Click Combine.

  3. View Combined Chart

    1. ChurchPad generates a combined bar chart (or appropriate visualization) showing each selected question side‑by‑side.

    2. Legend and tooltips explain which bar corresponds to which question and response.

  4. Export or Print

    1. Use the Download icon on the combined chart to export as CSV or image.

    2. Click Print to get a hard copy of the combined analysis.

  5. Refine Your Selection

    1. To adjust which questions are combined, click Combine Data again, modify your selections, and Combine anew.

Duplicating a Form

  1. Locate the Form

    1. In All Forms, Public Forms, or Private Forms, find the form you want to reuse.

  2. Initiate Duplication

    1. Under Actions, click Details ▼ → Duplicate Form.

  3. Confirm Duplication

    1. A Confirm dialog appears: Are you sure you want to duplicate this form?

    2. Click Duplicate (blue) to proceed, or Cancel to abort.

  4. Review the Copy

    1. You’re returned to the listing, and a new form appears, titled Copy of [Original Form Name].

    2. All questions, settings, start/end dates, and recipients are carried over.

  5. Customize the Copy

    1. Immediately click Details ▼ → Edit Details on the copied form to:

      1. Rename it.

      2. Adjust dates or recipients.

      3. Tweak questions or branding (banner image).

  6. Publish

    1. Once edits are complete, Submit to save. The duplicate is now live, ready for new submissions.

Disabling or Enabling a Form

  1. Locate the Form

    1. In All Forms, Public Forms, or Private Forms, find the form you want to disable or re‑enable.

  2. Open the Disable/Enable Dialog

    1. Under Actions, click Details ▼ → Disable (if the form is active) or Enable (if currently disabled).

  3. Confirm Your Choice

    1. A Confirm dialog appears: Are you sure you want to disable this form?

    2. Click Disable (blue) to turn off submissions, or Cancel to keep it active.

    3. If you’re enabling a disabled form, the dialog reads “Are you sure you want to enable this form?” with an Enable button.

  4. Effect of Disabling

    1. Active forms accept new submissions.

    2. Disabled forms immediately stop accepting submissions—users see a “Form is no longer available” message.

    3. The Status badge in the listing changes from Active (green) to Disabled (gray).

  5. Re‑Enable When Ready

    1. To reopen a disabled form, simply click Details ▼ → Enable, and confirm.

    2. The Status badge returns to Active, and the form resumes accepting responses.

Deleting a Form

⚠️ Warning: Deleting a form is permanent. All form settings, questions, and submissions are irretrievably removed.

  1. Locate the Form

    1. In All Forms, Public Forms, or Private Forms, find the form you wish to delete.

  2. Open the Delete Dialog

    1. Under Actions, click Details ▼ → Delete.

  3. Confirm Deletion

    1. A Confirm modal appears: Are you sure you want to remove this form?

    2. Click Remove (blue) to permanently delete, or Cancel to abort.

  4. Post‑Deletion

    1. You’re returned to the listing, and the form no longer appears.

    2. Any submission data tied to that form is also gone.

🆘Need additional help? Reach out to our support team at [email protected]

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