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


This page is maintained by Karen McMillan  /  Last Updated: Thursday, April 28, 2022