Your current forms and flowboards can be found in the sheep settings section. Go to settings.sheepcrm.com and log in to your CRM user account if not already. From the settings section, click on the communications & flow tab in the navigation and click on forms or flowboards option, depending on which you wish to manage.

sheepForms can be used both internally and externally (through sheepApp) to gather additional information from your contacts. These can be completely stand-alone forms, application forms for teams or forms tied to membership requests.

Your existing forms can be found in settings.sheepcrm.com in the communications & flow tab and clicking on the forms option in the left-hand navigation.

To add a new form, click on the add form button located in the top right of the existing forms list. This will bring up a blank sidepanel with the following fields:

​
​

Forms can also have custom permissions, allowing you to assign forms to specific members of your staff - stating whether they can edit and/or view.

Both the which users can EDIT this form? and which users can VIEW this form? fields can be set the same way - start entering the name of the user and a list of suggestions will appear beneath, click on the matching record to add them to the form.

Please note that the user must have a corresponding contact record (with matching email addresses) before they will appear in this list.

From the existing forms list, scroll down to the desired form and click on the name or the edit icon located to the right of the type to bring up a sidepanel with the current data. For more information on each field, please see the adding a new form topic above.

To edit the forms description, images etc please press configure form in top right once you have selected your form.

While we strongly advise not to delete existing forms, if the form is no longer needed it can be deleted. To delete a form, scroll down to the desired form and click on it to bring up a sidepanel with current data and fields that make up the form. Click on the delete option in the bottom right of the sidepanel, confirming the action to completely delete the form.

Please note that deleting the form will remove a lot of legacy data with any contacts that previously submitted responses for this form. To avoid this, we advise setting the form to inactive instead of deleting the form entirely.

Form submissions will generally be created by your member themselves through the sheepApp - however you can add new submissions for contacts in sheepCRM by going to their contact sidepanel in their applications tab. For more information, please see our article on managing your contact applications.

sheepFlow is primarily designed to be used in combination with sheepForms, but can be used internally to manage other aspects of your flock. Each submission or record in a flowboard will be treated as a card which can be moved between status columns, triggering any automated actions you have.

Your existing flowboards can be found in settings.sheepcrm.com in the communications & flow tab and clicking on the flowboards option in the left-hand navigation.

To add a new flowboard, click on the add flowboard button located in the top right of the existing flowboards list. This will bring up a blank sidepanel with the following fields:

If you have flowboard users who have lower permissions and are unable to access sheepFlow, you can pin them to specific flowboards which will allow them to view and manage submissions without the standard staff or admin permission sets.

To pin users, click on the desired flowboard to bring up the edit sidepanel and scroll down to the pin a user to this board field and start entering the name of the user. A list of suggestions will appear beneath, click on the matching record to add them to the flowboard.

You can also use the which user groups can access this board? field to assign whole user groups to the flowboard rather than specific users.

Please note that the user must have a corresponding contact record (with matching email addresses) before they will appear in this list.

From the existing flowboards list, scroll down to the desired flowboard and click on the name or the edit icon located to the right of the type to bring up a sidepanel with the current data. For more information on each field, please see the adding a new flowboard topic above.

To delete a flowboard, scroll down to the desired flowboard and click on it to bring up a sidepanel with fields containing the current data for the flowboard. Click on the delete option in the bottom right of the sidepanel, confirming the action to completely delete the flowboard.

Please note that deletion is permanent and can not be undone. However this will not remove any submissions or records that were being managed by the flowboard.