1. Encompass Support Center
  2. Forms
  3. Manage Forms

Manage Forms

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TABLE OF CONTENTS

 

Related info:

Lock Form

1. From Manage Form, choose Lock Form.

2. Enter the message you want to display to users trying to access the Form while it is locked. Click Save.

Unlock Form

From Manage Form, choose Unlock Form.

Form Exit

1. From Manage Form, choose Form Exit.

2. The 4 options for exiting the Form are shown below:

  • Send them to the Community Home Page
  • Send them to a specific web page (URL)
  • Send them to their page of origin
  • Show a Finish Page (Not applicable to Profile Forms)

3. Make your choice and click Save.

Review/Finish Page

1. From Manage Form, choose Review/Finish Page.
2. Make the necessary changes (if any) by selecting the tabs for each page.
3. Click Save.

Edit Billing Page Header

1. From Manage Form, choose Manage Billing Options.

2. Use the content editor to add text, images, etc. to create a customized header for your Form, event, donation or membership billing page.

3. Click Save.

Member Confirmation Email

1. From Manage Form, choose Member Confirmation Email.

2. Modifications can be made to the From name and the Email From address.

3. Administrators can also be added to receive the member email by checking: Check here to add others to receive copies of this email.

4. The Subject can be modified.

5. A default message body is provided; however, changes can be made to personalize the email.

6. Click Save when you are happy with the message.

Admin Confirmation Email

1. From Manage Form, choose Admin Confirmation Email.

2. Modifications can be made to the From name and the Email From address.

3. Administrators can also be added to receive the email by using the Add button after typing in an email address.

4. The Subject can be modified.

5. A default message body is provided; however, changes can be made to personalize the email.

6. Click Save when you are happy with the message.

Incomplete Non-member Record Purging

If you create a non-member record created during interaction with a public-facing form (one that does not require login) is not marked as "complete" by the Encompass system, the non-member record and the incomplete transaction associated with the Form are deleted from the system during an after-hours, offline process.

The system will consider a commerce form “complete” when the commerce transaction succeeds. Non-commerce forms will be considered “complete” when all of the form steps are completed.

 NOTE:  Since incomplete records will be purged nightly, you may want to edit your multi-step Forms to “Enable Forced Navigation”. This will force users to click the navigation buttons and complete each step of the Form.

Super Admins will receive a daily e-mail notification of all incomplete records/transactions deleted from the Encompass database. Daily emails will also go to specific admins (Forms, Events, Campaigns) for the incomplete records/transactions deleted from their area. Admins can then decide if they need to follow up on any of the records/transactions.

Can't see the Form?

Check to see if any of these applies to your Form:

  • The Form's Start/End Date is in the past
  • The Form is Locked (under Manage Form>Lock Form)
  • The Form is Disabled (the stoplight next to the Form on the forms grid is RED). Click the stoplight to enable the Form.
  • The form option to Allow user to edit data after submission is unchecked. If this option is unchecked, users will not be able to edit data after submission, and those who have already completed the Form will no longer see the Form.

 

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