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. Set 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.

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.
• Next: Publishing and sharing a form.