Common Scenarios & Recipes¶

Here are some standard "recipes" for solving common church problems using Advanced Forms.

1. The Multi-Step Volunteer Application¶

Goal: Create a comprehensive application for Kids Ministry that includes personal info, spiritual history, and references, but allows the user to save and come back.

Recipe: 1. Create Form Types: * Form A: "Personal Information" (Name, Address, DOB). * Form B: "Spiritual History" (Baptism, Testimony - Long Text). * Form C: "References" (Name/Email of 3 references). 2. Create Form Pack: "Kids Ministry Application". * Add Forms A, B, and C to the pack. * Enable Show Progress. 3. Workflow: * Create a Workflow triggered on "Form Pack Submitted". * Action 1: Set Attributes from Pack (extract Reference emails). * Action 2: Advanced Form (Send reference request to Ref 1). * Action 3: Email (Notify Kids Director).

2. Family Registration Event¶

Goal: Register a whole family for a generic event where each person needs to sign a waiver.

Recipe: 1. Create Form Type: "Event Waiver". * Include "Signature" (Text field) and "Agree" (Checkbox). * Enable Shared By Families. 2. Deployment: * Send email to parents: "Please fill out waivers for your family." 3. User Experience: * Parent logs in. * Fills out waiver for self -> Submits. * Starts new waiver -> Selects Child A. * Because of "Shared By Families", Parent can see/edit the draft for Child A. * Submits for Child A.

3. Anonymous Reference Feedback¶

Goal: Collect confidential feedback about an applicant from a reference who does not have a Rock account.

Recipe: 1. Create Form Type: "Reference Questionnaire". * Permissions: Grant Interact to All Users. 2. Workflow (from Recipe 1): * Use the Advanced Form action. * Notification Email: Send to the Reference's email address. * Result: The Reference receives a link like rock.church/forms/entry/55?p=xyz.... 3. Execution: * Reference clicks link. * System validates token p. * Reference fills out form and submits. * Workflow continues (Reference Received).

4. Email Campaign Pre-Fill¶

Goal: Send a survey to the congregation and track which email campaign they clicked.

Recipe: 1. Create Form Type: "Congregation Survey". * Add Hidden Field with Key CampaignSource. 2. Email Blast: * Link 1 (Newsletter): rock.church/survey?CampaignSource=Newsletter * Link 2 (Social Media): rock.church/survey?CampaignSource=Facebook 3. Result: * When users submit, the CampaignSource field is automatically populated with "Newsletter" or "Facebook" without them seeing it. * You can then filter results by this field in the Form Entry Visualizer.

5. Conditional "Long Form" Logic¶

Goal: A medical form that only asks for details if a condition exists.

Recipe: 1. Create Form Type: "Medical Release". 2. Section 1: "General Info". 3. Element: "Do you have any allergies?" (Radio: Yes/No). 4. Section 2: "Allergy Details". * Add Condition: Allergy Question Equal To Yes. * Add Elements: "List Allergies", "EpiPen Required?", etc. 5. Result: * Section 2 remains completely hidden unless the user clicks "Yes". * Keeps the form looking short and clean for healthy applicants.