Core Docs - Core Concepts - Navigate the Form Builder
Rock Version: v20.0
Last Modified: 2026-07-13 4:24 PM
Each form has settings that are broken down into five areas. These areas can be accessed by clicking the corresponding tab near the top of the page when editing a form, or by clicking on an area when viewing the list of forms under Tools > Form Builder. So far, we've only been focusing on one of those areas, the Form Builder itself. Now let's take a look at some of the other features and functions that are available in the other areas.
You can reach most of these areas straight from the form list using the icons on each form's row, or from the tabs when editing a form.
Submissions
This is where you'll find a filterable list of the form's submissions. Clicking on one of the rows will bring you to the Workflow Detail page for that submission. The grid actions let you do powerful things, like launch a workflow for each submission.
Automations
When a form is submitted, Rock can handle a few follow-up tasks for you automatically. You can send a Confirmation Email to the person who filled out the form, send a Notification Email to staff, and create a Connection Request from the submission. For either email you can use a pre-configured Email Template or write a custom message right on the page.
Confirmation Email
Send an email to the person who submitted the form, thanking them or confirming what happens next.
Recipient - Send the email to the form's Person, their Spouse, a specific Person or Email field on the form, or Both (the recipient and their spouse, when present).
Email to Send - Choose Use Email Template to pull from a pre-configured template, or create a custom email right here on the page.
Template - When using a template, pick from your System Communications assigned to the Form Builder category.
When you're working with an Email Template, you can choose from any of your System Communications assigned to the Form Builder category. To create a new template, or use one you've already set up, go to Admin Tools > Settings > System Communications. Be sure to assign the Form Builder category when creating the communication so it appears as an option for confirmation or notification emails.
Notification Email
Let staff know when a form comes in.
Send To - Choose who is notified: a specific Individual, a group, or a Campus Topic Address.
Recipient - The person or address that should receive the notification.
Email to Send - As with the confirmation email, use a template or write a custom message on the page.
Template - When using a template, pick from your System Communications assigned to the Form Builder category.
The Notification Email is a little unique. Here you have the option of sending the email to a Campus Topic Address. Campus Topics and the associated email addresses are configured for each campus under Admin Tools > General Settings > Campuses.
Connection Requests
You can also turn each submission into a Connection Request. Adding a connection from the Form Builder lets your team take action on every response, so no one falls through the cracks. When someone completes the form, Rock creates the request for you using the settings below. To learn more about working with connections, see our Connections guide.
Connection Type - The Connection Type the new request belongs to.
Connection Opportunity - The specific opportunity within that type to assign the request to.
Status - The starting status for the request. Leave blank to use the Connection Type's default status.
Connection Source - An optional source recorded on the new Connection Request, so you can track where it came from.
Field mapping - For each field on your form you can decide how its answer is stored on the request. Leave a field blank to skip it, choose Add to Connection Request Comment to fold the answer into the request's Comment, or select a specific connection attribute to set.
Settings
The settings area is divided into two parts, General Settings and Completion Settings. You won't make changes here very often, but you should be familiar with some of the options available to you.
Name/Description - Here you can edit the name and description of your form. These are initially set when the form is first created. Don't skimp on these fields, as a clear name and description can help you and others identify exactly what this form is for.
Slug - Unique identifier for this workflow type, often used in links.
Category - You can change the category for this form by selecting one from this field. By default, it will be the category that was selected when the form was initially created.
Template - If you built your form from a template, then the name of the template will appear here. You can apply a template to a form that was created without one, but best practice is to initially create the form using the template. You may need to refresh the form for changes to the template to apply. For more details see the Form Builder Templates section.
Form Entry Starts/Ends - People will not be able to access the form outside of the date range provided here. The start date is inclusive, so setting this to January 1st would allow people to access the form on January 1st. The end date is not inclusive, so providing an end date of December 31st means people won't be able to access it after December 30th.
Is Login Required - Enable this if the person must be logged in to complete the form.
Completion Settings - When the person submits the form, you have two options for what happens next. You can provide a message that will be shown to the person on the screen, or you can redirect the person to the URL provided.
Analytics
The Analytics page lets you see, for a selected timeframe, how many times the form has been viewed and how many times it has been submitted. There is also a Conversion Rate indicator, showing the percentage of people who viewed the form and then proceeded to complete it.
As noted near the top of the block, these statistics are only collected if the Workflow Entry block hosting the form is configured a certain way. Within the Workflow Entry block's settings, you'll need to enable Log Interaction when Form is Viewed and Log Interaction when Form is Completed to gather these statistics.
Form Links
Forms are only effective if people can find them—and Rock makes that simple. You can quickly share a form by clicking the ti ti-link icon and selecting Copy Link. You even have the option to choose which page to share from.
Enable Form Sharing
If you don’t see a link to the page where you placed a Workflow Entry block, the block might not be set up for sharing. To generate a shareable link, make sure Enable for Form Sharing is turned on in the Workflow Entry block settings.