You will need the Full Write Forms permission to perform this action.
Go to Forms in the left-hand navigation and select the form you want to edit from the table. The form opens with four tabs across the top, plus an Actions menu for form-level operations such as copying the form.
Fields - the form designer, where you add and arrange the questions.
Entries - the submissions received so far. The tab shows a count of entries beside its name.
Promos - promotional codes for the form.
Settings - everything else, grouped into General, Payments, Notifications, and Automations.
Fields
The Fields tab contains the form designer. See How do I design a form? for more information on how to design the form.
Settings
The Settings tab is divided into four sub-tabs: General, Payments, Notifications, and Automations.
General
The General sub-tab holds the form's name and description, how it behaves after submission, and who can reach it.
Category - an optional grouping label for the form. Categories make the Forms listing easier to filter when you have many forms.
Max Submissions - the maximum number of submissions you will accept. Once the limit is reached, the form stops accepting submissions. Leave it blank for no limit.
Confirmation Message - the message the person sees on screen after they submit the form. This is a rich-text field, so you can format the text and include links or images.
Options
Show "Add Another Entry" button? - offers the person a button to submit the form again straight after submitting. Useful when one person registers several people one at a time.
Prevent duplicate submissions - stops the same person submitting the form more than once.
Visibility
Is Public? - whether people outside your organization can reach the form without signing in.
Listed? - whether the form appears in the public forms listing. If this is off, the form is still reachable by direct link, and anyone with the Forms permission can still find it inside One Church Software.
Show Share Options? - whether sharing controls are displayed on the form for visitors.
Submission Period - From: Form will start accepting submissions on this date and time. To: Form will accept submissions until this date and time. Leave empty to never expire.
Access
Require Password - requires visitors to enter a password before they can view the form.
Require Login - requires visitors to sign in to their One Church Software account before they can submit. Signed-in submissions are automatically matched to the person's profile.
Share
Public Page - the direct link to the form, which you can copy and send out.
Featured? - highlights the form in the public forms listing.
Web Embed - the embed code for placing the form directly on your own web page instead of linking to it.
History
The History block records the form's ID, who created it and when, and who last modified it and when. Select view history to see the full change log.
Payments
The Payments sub-tab controls how a form collects money, including the Allow Pay at the Door option that lets registrants pay in person instead of online. See How does Pay at the Door work? and How do I take donations through a form?
Notifications
This sub-tab is where you set one or more people to receive an email when someone submits the form. The email contains every field along with the response, including fields left blank.
To add a person, search for them in the input box and select them from the search results. For more detail see How do I set who gets notified when new form submissions are entered?
Automations
This sub-tab sets what happens when someone submits the form. You can add them to a group, a workflow process, or both. There is no limit to the number of groups or processes a person can be added to here.
Group - choose Group from the drop-down, then search for the group the person should join. They are added as a member with an add date matching their submission.
Workflow Process - choose the workflow, the process, and optionally the first task the person should be added to.
For more detail see How do I add automation to a form?
Setting the submission period
The Submission Period block on the General sub-tab controls the window during which the form accepts responses. It has two date fields:
From - the date the form starts accepting submissions. Before this date the form is closed.
To - the date the form stops accepting submissions. After this date the form is closed.
Leave a date blank to leave that end of the window open. Setting only a To date, for example, opens the form immediately and closes it on the date you choose — which is the usual way to run a registration deadline without having to remember to switch the form off by hand.
Tip: The submission period is the recommended way to close a form on a deadline, because it happens on its own. Max Submissions closes the form on a count instead of a date, and the two can be used together — whichever limit is reached first closes the form.
What visitors see when the form is closed
Once a form is closed — because the submission period has ended, has not yet started, or the maximum number of submissions has been reached — no one can complete it any more. Anyone visiting the form sees an on-screen message telling them the form is not accepting submissions, in place of the form fields.
Saving your changes
Note: The description of a built-in form can be edited, but its title is read-only.