Creating A Form
Forms could be used for users to submit membership sign-up/inquiries, electoral ballots, maintenance requests, client feedback and much more!
Clubhouse Online provides the ability to create and maintain these forms in the club's website by creating what is called a BizForm.
To have a form visible for users to submit information, two things have to happen.
- Create a form
- Inserting a form on a page
This section walks an administrator through the steps to create a new BizForm. Once a form has been created and ready for users to submit responses, see
Inserting a Form on a Page under
Related Articles in the right navigation.
The Bizforms section can be accessed by following these steps:
- Log in to the club's ClubHouse Online website with an Administrator user account and access Club Central.
- From within Club Central, click Planet icon (Open Application List) at the top left.
- Select Content Management > BizForms from the Applications list.
Note: It is recommended that the
BizForms application be added to the Dashboard, as it will indicate if there are any new entries submitted in the last 7 days. Instructions can be found in
Accessing and Using Club Central.
The
BizForms dashboard will display all Bizforms that have been created in the club's website. It will also display the number of entries that have been submitted for each form.
Note: Collecting sensitive information using the BizForm is strictly prohibited. This information will be displayed under the New form button.
ATTENTION: Collecting sensitive information by way of BizForms is strictly prohibited. If found, the forms and corresponding data will be deleted immediately without warning.
Sensitive information includes, but is not limited to: Credit Card Information, Social Security Numbers, Social Insurance Numbers and Driver License Numbers.
To create a new BizForm
- Click on the New Form button at the top left.
- In the BizForms > New Form screen.
- Form display name: Enter in a name for the form.
- Click on the Save button.
By default, this will start on the
Form Builder section to begin designing the form.
Components will be displayed at the top left.
To see the different sections to build the form, click the
... icon (
3 dots) to the left of Components.
The BizForms left navigation will be revealed.
There are two ways to build the form, Form Builder and Fields. It is flexible to switch between either method at any time to make modifications and the fields will still be saved between both methods.
Click on one of the methods below to start adding fields to the form.
- Form Builder is the easier method, simply click and drag the components to build the form.
- Fields is more for Advanced users that are familiar with building forms and would like to build more complex or customized forms.