Forms & Directory

Gravity Forms | Member Directory

A plugin called Gravity Forms is used to power the ‘forms’ on your website. *Only edit forms if you are an advanced user. They have their own documentation and support area (support login was setup with license purchase). Learn more from their Getting Started Guides.

Edit A Form

Go to: Forms > Forms > select form (or create a new one)

Form Editor

This will change the fields that appear to the public on your live website. To add or edit column layouts on your form read this tutorial.

Form Settings

Edit Confirmations: Confirmations are sent or shown to the user after they have completed a successful form.
Edit Notifications: Notification emails are sent to the designated team members.

Embed A Form

Please read this gravity forms tutorial on 3 ways to embed your form, into your website/ web page.

Entries

All form submissions are listed here. It is important to review all your form entries from within WordPress often; Learn how to do this. Be sure to delete entries you no longer need (export or download if you require a saved copy). This will help free up storage space and avoid spam. You can also Export all form entries.

Empty Trash

Clean out your trash once a month to reduce storage consumption. When you delete an entry it is first move to the trash area, so that you can restore an item if needed. If you no longer need an trashed entries you can permanently delete it and any associated uploaded files.

Open trash tab > click ‘Empty Trash’

Form: Membership Registration + Profile Form

This form has replaced the old membership registration and directory forms. It is used to gather information for:

  1. AVRBC Membership Admin to export into Better Impact
  2. Creates a member profile in the directory (if they choose to be public)

Entries from this form are stored in one location. Go to Forms > Entries > (make sure the ‘Membership Registration + Profile Form’ is selected in the dropdown at the top of the page).

Entries from this form also create a profile in the Member Directory. We use a plugin called ‘Gravity View’ to publish the form entries in the directory.

Gravity View

Lean more in the Gravity View Support Center

A permission checkbox is used within the form to determine if a member ‘agrees’ to publish their profile to the public. You can also manually turn the view on/off for an individual profile. Learn More Here

Renewing members, with published profiles, are asked to edit their profile, not submit a new form entry. If they submit a new form entry they will have duplicate profiles.

To edit a profile, you must be logged in as the user who submitted the original entry. Look yourself up in the directory. Click your profile > scroll to the bottom and you will find an ‘edit button’. Click to edit. This will submit an updated form.

Other Forms

There are other forms setup to collect information on this website. Ex: post a job, submit a resource, submit an event. You can also add more in the future.

Forms can be setup to collect information (entry) and also automatically draft a post. Currently, on this site draft posts are initiated by the ‘title’ field (within the form). The Form ‘description box’ pulls in all the form content to make the draft post. Make sure you review the draft post before publishing - update the content if needed and set restrictions for ‘members’ or public before posting. Delete draft posts and entries that you will not be publishing.