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Add forms and funds

Pour :Administrateur

A brand new session does nothing by itself: it has a title, dates, an empty public page. For it to become useful, you attach forms (registrations) and/or funds (monetary collections) to it. This page explains the difference and the procedure.

Why no sellable items specific to the EJ?​

The Event Journeys module does not have its own item catalog. Everything goes through two existing mechanisms:

  • The funds for monetary payments (free donations, honors, contributions)
  • The forms for registrations (with or without payment)

This architecture gives two advantages:

  1. You reuse everything you already know about the Forms module and the Funds module
  2. Each session can combine several forms + several funds depending on the needs

Funds vs forms: when to use what?​

CriterionFund (cash account)Form
VocationPure monetary collectionRegistration / reservation
Collected dataAmount, label, donor linkCustom fields (name, number of seats, allergies, multiple choices, etc.)
PaymentRequired (the fund is a donation)Optional (can be a free or paid form)
Public display"Donate" button with predefined lines or free amountForm to fill in with validation
Typical caseHonors (Aliyah, Hagbaha), free donations, sponsorshipSeder reservation, gala seat, class registration

Concrete examples​

Annual gala​

  • 1 form "Table reservation" → fields: name, number of adult/child guests, menu choice, "with or without alcohol" mention
  • 1 fund "Gala pledges" → predefined lines: Aliyah Latorah (180 €), Petiha (100 €), Hagbaha (50 €), Free donation

Passover 2026​

  • 1 form "Seder registration" → number of adults, number of children, choice between Seder 1st night or 2nd night, allergies
  • 1 fund "Help for families for Passover" → free donation only

Weekly Shabbat​

  • 1 form "Seat reservation" → number of guests, suggested contribution per person
  • (No distinct fund)

Procedure: add a form to a session​

  1. 1

    Open the session sheet

    From the list /app/pe/list?groupe=[id], click the eye icon in the Actions column of the targeted session.

  2. 2

    Go to the Forms tab

    The second tab in the sheet's header. It displays in parentheses the number of forms already attached (Forms (0) at the start).

  3. 3

    Create a new form or attach an existing one

    From this tab, you access all the functions of the Forms module: create a form, modify its structure, make it active/inactive, consult the received submissions.

    The form created here is automatically linked to the session: it will appear on its public page, and all submissions will be counted in the session's budget.

  4. 4

    Configure the field structure

    Define the questions to ask the registrants. You can add short text, long text, selectors, number fields (for the number of seats), checkboxes, etc.

    See the dedicated doc: Forms module.

  5. 5

    (Optional) Define a price

    If the registration is paid, add a price field or a calculation logic (e.g.: 30 € × number of adults + 15 € × number of children). The payment is processed at the form's output via the gateways configured on your organization.

  6. 6

    Activate the form

    Once ready, switch the form to active so it appears on the session's public page.

Procedure: add a fund to a session​

  1. 1

    Open the session sheet

    Same entry point as for forms.

  2. 2

    Go to the Funds tab

    The third tab of the sheet. It displays the number of funds already attached (Funds (0) at the start).

  3. 3

    Create a new fund or attach an existing one

    This tab exposes all the functions of the Funds module applied to the session context. See Funds module for the details.

  4. 4

    Define the cash account lines (optional)

    A fund can be a simple free donation or include a list of predefined lines with labels and amounts. For a gala, you can define:

    • Aliyah Latorah — 180 €
    • Petiha — 100 €
    • Hagbaha — 50 €
    • Maftir — 250 €
    • Free donation (amount to be entered by the donor)

    These lines will appear as clickable buttons on the public page.

  5. 5

    Activate the fund

    Once configured, activate the fund. It appears immediately on the session's public page.

Combine several forms and funds​

A single session can contain several forms and several funds side by side. Example for a large gala:

  • Form "Table reservation"
  • Form "Volunteers registration"
  • Fund "Evening honors" (with Aliyah, Petiha, Hagbaha lines, etc.)
  • Fund "Community support" (free donation)

All appear on the same public page, in a clear layout for the visitor.

Public side visibility​

Everything you activate in the Forms and Funds tabs of the session is visible on the session's public page. What you leave inactive does not appear.

See Public page and sharing for the details on the display on the visitor side.

What happens when a visitor pays?​

  1. The visitor fills out a form or clicks on a fund
  2. They pay via a gateway (Stripe, PayGreen, etc.)
  3. The payment is validated and appears in:
    • The Payments module (all transactions)
    • The session's accounting Booklet (budget tracking)
    • The statistics of the session sheet (gross/net amount counter + number of payments)
    • The contact's history (if identified)

Going further​