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Block Forms

Pour :Administrateur
View of the block forms page

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?​

SituationWithout Block FormWith Block Form
5 forms require the same certificateCopy the certificate 5 timesCreate the block once, include it 5 times
Update the certificate textManually edit 5 formsEdit the block β€” all forms update
Visual consistencyRisk of discrepancy between versionsGuaranteed uniformity
Creating a similar new formRebuild everythingInclude existing blocks

Typical use cases​

Block FormWhen to use it
Statement of honorAny form requiring visitor commitment
Child selectionAny form requiring designating the children concerned
Emergency contactsAny registration form for an activity with minors
Food preferencesAny community meal form
Internal rules acceptanceAny registration form for a regular activity
Refund conditionsAny ticket sales form

Where to find Block Forms​

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 page​

ColumnContent
Creation dateDate in DD/MM/YYYY format
NameInternal block label
ActionsContent 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 Form​

  1. 1

    Open the Block Forms page

    Go to /app/forms/block (via the shortcut from the form list or from the sidebar).

  2. 2

    Click Create a Form Module

    Button at the top right. A window opens.

  3. 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. 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. 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 form​

  1. 1

    Open the target form

    From the list, click the eye icon to open the form profile.

  2. 2

    Edit the content

    Click Edit Form Content in the profile's sub-header. The simplified editor opens.

  3. 3

    Add a Block Form field

    Add a new field and choose the Block Form type (category Other).

  4. 4

    Select the block

    In the field configuration panel, a dropdown list offers all your existing Block Forms. Choose the one to include.

  5. 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 Form​

  1. 1

    Open the Block Form

    From the Block Forms list, click the content edit button of the relevant row.

  2. 2

    Apply your changes

    Add, remove or reorder fields as in any form editor.

  3. 3

    Save

    Click Save changes. All forms that include this block will automatically display the new version.

Duplicate a Block Form​

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 Forms​

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 cases​

Block Form inside a Block Form​

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)​

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 practices​

  • 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

Going further​