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Online forms builder

The online forms builder lets your parish create custom web forms for anything that needs a structured response — religious education registration, ministry sign-ups, sacrament information requests, event RSVPs, donation drives, or general parishioner surveys. Each form gets a public URL, can collect payments, supports English and Spanish side by side, and stores every response in a searchable submissions log.

The online forms page​

Navigate to Admin Dashboard → Online Forms. The page lists every form your parish has created in a card grid, with a Search box and a Status filter (Active, All, Draft, Published, Closed, Archived) at the top. Each card shows the form name, its public URL slug, the submission count, the base price (or "Free" / "Variable"), the time of the last submission, and an Accepting badge if the form is currently open to new responses.

Two buttons sit in the page header:

  • Refresh — reloads the list from the server.
  • Create Form — opens the new-form dialog.

Clicking any form card opens that form in the editor.

Creating a new form​

  1. Click Create Form.
  2. Optionally pick a starting point. You can use the Religious Education Registration wizard for a guided multi-step setup, choose Start from template to copy a saved template, or leave both unselected to start blank.
  3. Choose a Language mode — Bilingual (EN + ES), English only, or Spanish only. Bilingual forms collect both languages for every label and message; respondents see one language based on their browser preference or a switcher on the public page.
  4. Enter the form Name in each enabled language (for example, "Religious Education 2026" / "Educación Religiosa 2026").
  5. Confirm or edit the Slug — the part of the public URL that comes after /public/forms/. Sacramentum auto-generates a slug from the name; you can override it.
  6. Pick a Presentation mode — Conversation (one question at a time, like a chat) or Classic (one full page at a time).
  7. Click Create Form to enter the editor.
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The Religious Education wizard answers the most common parish use case in five or six guided questions — grade levels, fees, family discounts, payment options — and builds a complete bilingual form for you. You can refine it in the editor afterward. See Templates and the wizard.

The form editor​

The editor opens on the Builder tab. Across the top, a toolbar shows the form name, current status, sync indicator, and action buttons — Save Draft, Test as parishioner (preview), Publish, and an overflow menu with Clone and Save as template. Six tabs sit below the toolbar: Builder, Settings, Logic, Pricing, Links, and Submissions.

The Builder tab itself has three columns:

  • Pages list (left top) — forms can have multiple pages; click a page name to switch, or use the buttons to add, rename, or reorder pages.
  • Field palette (left bottom) — drag-and-drop tiles grouped into Input fields, Selection, Layout & display, and Special.
  • Canvas (center) — the live preview of the page you are building. Drag fields from the palette here, reorder them, click to select.
  • Field properties (right side panel) — opens when you click a field, lets you edit every property of that field.

Sacramentum auto-saves your draft as you work. The colored dot next to Save Draft turns amber when you have unsaved changes and green when everything is synced.

Adding and configuring fields​

The palette includes the following field types:

  • Input fields — Short text, Long text, Email, File upload, Phone, Number, Date, Time, Address, Full Name, and Person Profile.
  • Selection — Dropdown, Radio buttons, Checkboxes, Yes/No, and a single Checkbox (for terms acceptance).
  • Layout & display — Heading, Paragraph, Section (a labelled group), and Repeating section (for "add another child" patterns).
  • Special — Rating, Currency amount, Hidden field (pre-filled data), Product / Item, and Checkout (the order summary and payment block).

To add a field, drag a tile from the palette onto the canvas, or click it once with a page selected.

Click any field on the canvas to open its properties panel on the right. Common properties include:

  • Label — the question text, in each enabled language.
  • Helper text — optional guidance shown beneath the label, also bilingual when applicable.
  • Required — toggle on to block submission unless the respondent answers.
  • Key — a short technical identifier used in exports and logic rules.
  • Options (for dropdowns, radios, checkboxes) — add, remove, and reorder choices, each with its own label and optional price.
  • Validation — type-specific rules such as minimum/maximum number, integer-only, or date ranges.

The Person Profile field deserves special attention: it bundles identity, contact, address, and demographic sub-fields into one block — prefix, first name, middle name, last name, suffix, email, mailing address, cell/home/work phone, birthday, gender, and marital status. Each sub-field can be toggled visible or required independently. When a Person Profile field is filled out, the response feeds into the parish's canonical Person and Household records on submission.

For prefill-eligible fields (text, email, phone, address, full name, date, person profile), you can set a Prefill key drawn from preset groups — Registrant, Guardian, Spouse, Emergency contact, or Household. When a known parishioner opens the form via an invite link, those fields auto-populate from existing parish records using the matching preset.

File upload fields​

The File upload field collects file attachments from respondents — common for baptismal certificates, photos, or proof-of-address documents. In the field's properties panel you can set:

  • Allowed file types — pick any combination of PDF, JPG, JPEG, and PNG. At least one type must remain selected.
  • Maximum files — between 1 and 10 files per submission.
  • Max size (MB) — between 1 and 25 MB per file.

Files are validated on the server before they are stored. Each upload is tied to its submission and visible from the Submissions tab.

Page banners​

You can add a banner image to the top of any form page. With a page selected on the Builder tab, the canvas shows a banner slot. Click it to upload a JPG or PNG (under 5 MB), then crop and zoom in the cropping dialog before confirming. Once uploaded, the banner appears at the top of that page on the public form.

Hover over an existing banner to access Change (replace the image) or Remove. Banners are page-scoped, so a multi-page form can have a different banner per page — useful for branding the welcome page differently from a payment page.

Conditional logic​

The Logic tab controls how the form reacts to answers. Two kinds of logic are supported:

  • Field visibility — set a field or section to Always visible, Show only when conditions are met, or Hide when conditions are met. Configure this directly on each field's properties panel under "Visibility."
  • Conditional required fields — make a required field required only when certain answers match. Configure this in each field's Behavior settings.
  • Page jumps — skip forward or backward to a specific page based on answers. Manage these on the Logic tab.

Each rule combines one or more conditions (field, operator, value) joined by All or Any matching. Operators include equals, not equals, contains, in (multi-value match), greater than, less than, and answered. For example, a rule could read "Show Spouse Name when Marital Status equals 'Married'" or "Jump to Payment Page when Number of Children is greater than 0."

The Logic tab summarizes field visibility, conditional required fields, and page jumps. A count badge appears on the tab whenever logic exists.

Pricing and payments​

The Pricing tab configures monetary aspects of the form. A form is considered "paid" when any field has a price attached or a base fee is enabled.

  • Base fee — a flat charge applied to every submission, with a bilingual line label (for example, "Registration fee" / "Cuota de registro").
  • Per-field pricing — selection options can carry their own dollar amount (a $25 t-shirt option, a $40 banquet ticket), and Repeating section entries can charge per item (for example, a per-child registration fee).
  • Time-based pricing — automatic early-bird and late rates for any payable target: the base fee, charge-per-item Repeating sections, Product / Item fields, product variants, and priced choice options. Turn on the early or late schedule, choose each pricing target, set its replacement price, and optionally set a schedule-specific cap. Religious Education forms created by the wizard use the same controls for post-creation edits.
  • Product / Item fields — purchasable line items with name, price, and an optional total stock limit.
  • Cap total — a ceiling on the maximum amount any single respondent can be charged, useful for family-cap pricing.
  • Show line item breakdown — toggle on the public checkout page so respondents see each charge spelled out, off if you prefer to show only the grand total.
  • Allow discount code entry — toggle the discount code input on the public checkout.
  • Discount codes — reusable codes the respondent enters at checkout. Each code has a type (percent or fixed amount), a value, an optional Max uses cap, optional Starts at and Expires at date and time pickers, and an Active toggle. Use discount codes for respondent-entered promotions; use Time-based pricing when the price should change automatically.
  • Currency — set on the Settings tab; USD or EUR.

Paid forms also need a Checkout field on the form itself. This special field shows the calculated total, line item breakdown, discount input, and payment options — the builder will warn you if the form has pricing but no Checkout block. The Settings tab includes Allow pay later (invoice), which controls whether respondents can choose between paying now and receiving an invoice for later payment.

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Paid forms must capture at least the respondent's name and email — the builder enforces this so receipts and invoices have somewhere to send. If the validation warning appears on the Pricing tab, add a Person Profile or separate name and email fields to the form.

Templates and the wizard​

You can save any form as a reusable template via the toolbar's overflow menu (Save as template). Templates capture the page structure, fields, logic, and pricing config, but not submissions. When creating a new form, the Start from template button opens a picker showing every template — built-in and parish-saved — so you can copy a known-good structure as your starting point.

The Religious Education Registration wizard is a guided alternative for the most common parish use case. The wizard walks through:

  1. Program — select the religious-education program tied to your parish settings.
  2. Classes — configure each class with a bilingual name, capacity, and any per-class add-on pricing.
  3. Student fields — choose which student profile fields to capture (and which are required).
  4. Permissions — pick the consent and parental-permission statements parents will sign.
  5. Pricing — set the base registration fee and any discount codes.
  6. Review — confirm the configuration before the form is generated.

When you finish, the wizard builds the entire form including pages, the child-list repeating section, identity fields, and pricing rules. You can refine anything in the editor afterward.

Form settings​

The Settings tab covers everything outside the field structure:

  • Basic — language mode, name (per language), slug, description.
  • Category — assign the form to a category for filtering on the list page. You can pick from existing categories or click the + button to create a new category inline (with an English and Spanish name) without leaving the dialog.
  • Behavior — presentation mode, currency (USD or EUR).
  • Duplicate policy — choose how Sacramentum handles a respondent who submits twice with the same identity:
    • Warn + block (default) — the public form blocks the duplicate submission and shows a "you've already submitted" message.
    • Warn only — the duplicate goes through, but the submission is flagged for admin review.
    • Off — duplicates are accepted silently.
  • Deduplication identity fields — the fields used to detect duplicates. By default, email is used; you can also include other identity fields (such as the registrant's first name + last name + birthday) so that two people sharing an email don't get falsely blocked.
  • Allow pay later (invoice) — toggle to let respondents choose Pay now or invoice.
  • Accepting responses — master switch that closes the form to new submissions when off.
  • Stop accepting responses — optional date and time after which the public form auto-closes.
  • Notifications — toggle parish staff and submitter confirmation emails, and choose recipients (parish default, all admins, admin-priests only, or specific selected admins).
  • Lifecycle — change publish status to Draft, Published, Closed, or Archived.
  • Danger zone — permanent delete; you must type the form's slug to confirm and the operation is blocked if any submissions or payments already exist.

Publishing and sharing​

A form must be in Published status to accept public submissions. Click Publish in the toolbar to push the current draft live; you can return a form to Draft at any time to make further edits without affecting the public URL. Set status to Closed to keep the form visible but blocked from new responses, or Archived to hide it from the active list entirely.

The Links tab lets you generate two kinds of shareable URLs:

  • Share links — public URLs anyone can use, with optional max uses, expiration, and notes. Good for posting to a bulletin or website.
  • Invite links — single-recipient links that pre-fill the submitter's identity and can be sent by email directly from Sacramentum. Ideal for asking a specific parishioner to complete a form. Each invite link is restricted to one email address; the matching parishioner's profile data populates the form's prefill-eligible fields automatically.

Both link types support a max use count, an expiration date, and free-text notes. Existing links appear with their use count, status, and a Copy button. Active links can be revoked from the same panel.

Reviewing responses​

The Submissions tab is your inbox for completed forms. It supports:

  • Search by submitter name or content.
  • Payment status filter — All, No payment, Pending, Partially paid, Paid, Waived, or Failed.
  • Pagination through large submission lists.

Click any submission row to view the full response. The detail view shows every field's answer, payment information when applicable, and a Record manual payment action for invoiced submissions paid in person.

When you record a manual payment, you'll be asked for:

  • Payment method — Cash, Check, Bank transfer, or Other.
  • Amount — the amount received (can be a partial payment).
  • Payment date — defaults to today.
  • Reference — optional, for a check number or transfer ID.
  • Notes — optional, free-text.

The submission's payment status updates accordingly (paid, partially paid, etc.) and the parish ledger receives the corresponding journal entry.

From the submissions panel you can also Export CSV for the entire filtered list and download a PDF of any individual submission.

What's next​