Creating Forms For Board Members Only

There may be times when you want to have forms on your site that are restricted to only board members. Examples may include:

  • plan of works
  • reimbursement forms
  • take a board vote
  • purchase meal for board meeting

To create a form that will be available for board members only, you need to do the following:

1.  Have a custom field that asks: "Are you a member of the board?" 
Typically this custom field is set for "Admins Only" which means that it is not available for parents to see. Admins can edit the custom field at the contact card status.  To have the custom field created for your organization, submit a Help Desk Ticket and one of our team members will set it up for you.

2. Create the form and add in the form condition.
Go to Store & Forms / Select the Form / Form Conditions.  Use the drop down menus to set the condition.