How do I Navigate to Forms and Flowboard Settings?
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.
What are Forms?
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.
How do I Add a New Form or configure an existing one?
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 side panel with the following fields:
You can also open this side panel by clicking configure form.
Name
Enter the public-facing name for the form. This will appear on sheepApp as well as used to reference the form in sheepCRM
Tags
If needed, add tags to the form to help organise and sort your forms internally.
Short Description
Enter a short sentence describing the form. This will appear on sheepApp.
Description
Enter the full description of form, outlining the reason for the form and the approval process, if applicable.
Summary
Enter a short, promotional message that will appear just above the button to start a submission - essentially a call-to-action.
Photo & secondary photos
Upload images to showcase or promote the form. Ideally, these should be landscape and in JPEG format.Recommended size for main photo: 800x450px or another 16:9 ratio image.
Feel free to use the below image as a template. Please click on it and then save it, you can then add your photo/text on top as a template in photo editing software.
Number of Submissions
If applicable, enter a number to limit the number of submissions a contact can make for the same form. If left blank, there is no limit.
How do I Assign Staff to Manage a Form?
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.
How do I Edit a Form?
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.
How do I Delete a 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: Deleting a 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.
How do I Add a New Form Application to a Contact?
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 Flow tab.