Forms

How to create a form

Forms let parishioners fill things out online — a funeral planning sheet, a baptism request, a ministry sign-up — and have the answers flow into the right place in Vianney.

Create a form

1. Open the Forms tab and click New form (or From template to start from a ready-made one).
2. Enter a title, for example "Funeral Planning Form."
3. Choose Feeds into — None, Funeral, Baptism, Wedding, or New member. This decides where accepted answers are written.
4. Click Create & open the builder.
5. Add pages, then add fields to each page (see Form fields and logic).
6. Open the Settings tab to set the form's title, the intro and thank-you wording, who gets notified of a submission, and which field holds the submitter's email for their confirmation.
7. Click Save — the form is a draft until you publish it.

Finding your way around the builder

The builder opens on a strip of three tabs, and everything about a form lives under one of them.

Builder — the palette of field types, the canvas where you lay the form out, and the properties of whichever field you have clicked. Inside it, Canvas is the questions and Logic is the rules.
Design — the optional Canva design for the form's public page.
Settings — the public link, the title, the submission name, the intro and thank-you wording, who the office notifies, and the confirmation to the submitter.

Save, Publish and the All forms link sit along the top, above the tabs, wherever you are working.

Tips

"Feeds into" is what makes a funeral form's answers land on the funeral case rather than just sitting in a pile.
Start from a template when one fits — it is faster and you can still change everything.
Form settings are no longer tucked into the properties panel beside a field; click the Settings tab and they are all on one card.
The Design tab is where you can style the form's public page in Canva. It is optional — a form that never touches it looks like the rest of your parish's pages. See Designing a page in Canva.
Next: Publishing and sharing a form.