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I just created a from (through Form Builder) composed of custom data fields. Essentially this form is used to collect information about potential members that we are recruiting.

I have two questions.

First, I want to give it a try by entering some test data. Unfortunately, the form does not appear in any menu choice on CiviCRM. My question is how do I navigate to the newly created form to enter data?

Second, I want to give access to our recruiters to enter the data from a mobile phone. How do I set this up?

Thanks,

Joe

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When composing your form there are some settings for this on the left side of the screen:

Form Builder

You'll want to add a Page Route so the form has a url. You can optionally add it to the menubar by checking Add to Navigation Menu.

To allow others to use the form, set the Permission appropriately so they have access, and then email or text them a link to the form.

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  • Thanks - That worked. Commented Aug 10, 2023 at 14:41
  • Please don't forget to accept this answer
    – Coleman
    Commented Aug 18, 2023 at 19:04
  • It should be marked as accepted now. Sorry for the delay. Commented Aug 24, 2023 at 16:54

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