Forms
Form fields and logic rules
Inside the form builder's Builder tab you add fields (the questions) on the Canvas sub-tab and, where helpful, logic (rules that show or skip parts based on earlier answers) on the Logic sub-tab.
Field types
- Display: header and paragraph (text that explains, with no input).
- Basic inputs: name, email, phone, address, date.
- Answers: short text, long text (textarea), dropdown (select), yes/no, checkbox.
For each field set its label, whether it is required, optional help text, and where its answer maps to (a custom field, or a target like "deceased name" when the form feeds a funeral).
Logic rules
A rule reads: if [a field] [equals / is not / is filled / is empty] [value] then [skip to a page / hide / show] [a target]. For example: *if previously married = yes, show the annulment page.*
The Logic sub-tab carries a small count beside its name, so you can always see at a glance whether a form has rules on it.
Tips
- Mark only the truly necessary fields as required — long required forms get abandoned.
- Use a header field to break a long form into friendly sections.
- Map answers thoughtfully when the form feeds a sacrament, so they land on the case correctly. See Reviewing form submissions.
- Logic rules and full-page Canva designs don't mix. A form with no logic rules can have its fields placed inside your Canva artwork; a form that hides or skips fields gets a designed header only — a field that disappears would leave a hole in the design. The Design tab says which one your form is getting. See Designing a page in Canva.
- On a funeral planning form, a field naming a musician role — cantor, accompanist, or soloist — is recognized automatically wherever it appears, whether you use one combined field or separate First/Last/Stipend fields. You don't need to match the built-in template's exact field names for it to reach the funeral's Musicians details.