This article will guide you through creating a directory form. A directory form allows a member to enter details that will be included in public-facing directory searches and can be accessed via their profile in the Member Portal.
Beginning Form Creation
1. Log in to your Member365 Administrator Dashboard.
2. On the top bar, hover over ‘Modules‘, then ‘Forms‘ and click ‘Create‘ in the drop-down menu.
3. In the ‘Directory’ box, click ‘Create‘.
4. Enter a name for your form that you’ll remember for later, and select (or add) a category for this form
5. Decide whether you would like to allow the user to resubmit this form. If so, set the first toggle in this image to green. Lock this form so you can't accidentally delete it (you can always unlock it later if you want/need to delete it).
If you need to share the form submissions (for committee review, for example) set the bottom toggle in the above image to green. This will make a second tab appear at the top of the page where you can select with whom form submissions will be shared.
Designing Your Form
6. Click the button labeled ‘Launch Form Question Editor‘ indicated in step 5. See our guide on using the Form Question Editor. Once you are done creating your form, click ‘Save‘.
7. Click ‘Publish‘ on the page you return to after completing the form.
Congratulations, you have created a directory form!
Comments
How do you get your directory form fields to show up in people's directory listings?
Reply: https://helpdesk.member365.com/hc/en-us/articles/360060412052-How-to-Allow-Directory-Form-Responses-to-Populate-a-Directory-Listing
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