Creating a Form

When creating a form on CreekHelp, there are a few things to keep in mind to ensure the form is sustainable over the long term. Below are the attributes that need changed

 

  • Forms should be named using the structure ‘Type of form Name of form“. example: HR – Intern check in
    • Form types include
      • Checklist
      • HR
      • Order
      • Project Phases
      • Request
      • Submit
      • Survey
      • Volunteer
  • Notifications (To & From) should always be aliases instead of personal emails. I.e Centralstaff@cedarcreek.tv
    • If you need a list of email aliases  or distribution groups, click HERE
  • Notification emails should always end with the following footer.
    Change the Form number to match the current form you are working on and change who is receiving the notification

    • [default-message include_extras=”page, section”] <p></p>
      <p><Strong>Support Information:</strong></br>
      Form Number: 203 </br> (Change to match form number)
      Notification: Interviewer </br> (Change to who’s being notified)
  • If you aren’t sure of the form number, it can be found under ‘Settings’ of the form. In the example below, this would be form 21