Block Forms
A Block Form is a reusable form module: a set of fields assembled once, then included in multiple forms via the Block Form field of the simplified editor.
Any change to the module automatically propagates to all the forms that use it β no more tedious copy-paste and inconsistencies between forms.
Why use Block Forms?β
| Situation | Without Block Form | With Block Form |
|---|---|---|
| 5 forms require the same certificate | Copy the certificate 5 times | Create the block once, include it 5 times |
| Update the certificate text | Manually edit 5 forms | Edit the block β all forms update |
| Visual consistency | Risk of discrepancy between versions | Guaranteed uniformity |
| Creating a similar new form | Rebuild everything | Include existing blocks |
Typical use casesβ
| Block Form | When to use it |
|---|---|
| Statement of honor | Any form requiring visitor commitment |
| Child selection | Any form requiring designating the children concerned |
| Emergency contacts | Any registration form for an activity with minors |
| Food preferences | Any community meal form |
| Internal rules acceptance | Any registration form for a regular activity |
| Refund conditions | Any ticket sales form |
Where to find Block Formsβ
Block Forms have their own route in the backoffice: /app/forms/block.
To access them:
- From the form list (
/app/forms/list), click the purple icon to the right of the state tabs (direct shortcut to/app/forms/block) - Or go to the sidebar of the Forms module, section dedicated to Block Forms
Anatomy of the pageβ
| Column | Content |
|---|---|
| Creation date | Date in DD/MM/YYYY format |
| Name | Internal block label |
| Actions | Content edit button + menu (edit name, duplicate) |
The Create a Form Module (or Add a Form Module) button at the top right opens a creation window.
Create a Block Formβ
- 1
Open the Block Forms page
Go to
/app/forms/block(via the shortcut from the form list or from the sidebar). - 2
Click Create a Form Module
Button at the top right. A window opens.
- 3
Give the block a name
Fill in the Name of the block. It is an internal label describing its role (e.g. "Honor statement β meals"). It is not visible to visitors.
Click Validate.
- 4
Compose the block content
The block appears in the list. Click the content edit button in the Actions column to open the dedicated editor.
Add your fields with the same categories as for a normal form (Classic, CRM, Donation, Other). See Available fields.
- 5
Save
Click Save changes in the editor. The Block Form is ready to be included in your forms.
Include a Block Form in a formβ
- 1
Open the target form
From the list, click the eye icon to open the form profile.
- 2
Edit the content
Click Edit Form Content in the profile's sub-header. The simplified editor opens.
- 3
Add a Block Form field
Add a new field and choose the Block Form type (category Other).
- 4
Select the block
In the field configuration panel, a dropdown list offers all your existing Block Forms. Choose the one to include.
- 5
Position and save
Drag the Block Form field to the desired position in the form, then click Save changes.
On the public page, the Block Form content appears at the chosen location, exactly as if it were an integral part of the form.
Edit an existing Block Formβ
- 1
Open the Block Form
From the Block Forms list, click the content edit button of the relevant row.
- 2
Apply your changes
Add, remove or reorder fields as in any form editor.
- 3
Save
Click Save changes. All forms that include this block will automatically display the new version.
Duplicate a Block Formβ
The actions menu of each row offers Duplicate the form module. Useful to create a variant ("Certificate v2", "Children certificate") without starting from scratch.
Submissions and Block Formsβ
The fields of a Block Form behave as if they were part of the main form:
- Responses are recorded in the same submission as the other fields
- They appear in the submission detail without distinction of origin
- The export includes Block Form columns mixed with the others
Special casesβ
Block Form inside a Block Formβ
It is not recommended to include a Block Form inside another Block Form. To share between blocks, manually recopy the fields or create a more comprehensive block containing the elements of both.
Block common to multiple organizations (multi-org)β
If your account manages multiple associations, each Block Form is attached to a single organization. To share between organizations, create the block separately in each.
Best practicesβ
- Name your blocks with a prefix:
CERTIFICATE β,IDENTITY β,CONDITIONS β - Limit the number of blocks: one block per clear use, otherwise your list becomes unmanageable
- Version by duplication rather than radical editing: create "Certificate v2" and progressively switch the forms
- Test the public page after editing a widely used block