Configure an individual form's Settings tab

Misty Flowers

September 01, 2025 22:35

This article covers configuring the Settings tab on an individual form in Finalsite Forms, including general, payment, and integration options.

💡Quick answers

How do you access the Settings tab for a form? Steps: build and save the form, then click the Settings tab that appears in the new tabs at the top of the form.
What does Scheduled Activation do in the General Settings? It automatically makes the form go live at a set date and time, useful for registration or event sign-ups.
Can a form be configured to collect payments? Yes, the Payment Settings section lets you set a custom invoice name, currency, and both online and offline payment types.
What does Collect Submitter ID do? It automatically populates the submitter's unique ID to securely link a submission to a specific user, even if login isn't required.
Can form leads be sent to the Enrollment Management System? Yes, toggle on Enable Finalsite Enrollment in the Integration Settings to convert Composer form leads into EMS leads.

Once you Build your form, there are some General Settings that will appear so that you can configure them.

This article will show you how to configure the Settings tab after you have Saved a form.

This article refers to our newest product, Forms, which is available to you in your modules list. You may be a Legacy Forms Manager user which has a different set of help documentation.

Not sure? Please review "Which forms module do I have: New Forms or Legacy Forms Manager?"

Step 1: Build a form and click Save

Step 2: Open the Settings tab

After you click Save, you will see these new tabs populate at the top of your form. Learn more about these tabs in the section, "Save form and set to Active."

Click the Settings tab to open up this individual form's settings.

Step 3: Configure Settings tab

You will see a settings screen open up where you can consider some options for this form:

Configure General Settings

Enable Max Submissions: See “Limit total form submissions” to learn more.
Scheduled Activation: This option allows school or district website forms like registration, opt-ins, or event sign-ups to automatically go live at a set date and time.
Custom Inactive Form Message: Create a message that a user will see when they click on an inactive form.
Enable for Workflows: This setting allows the form to power Workflows triggered by form submissions. Learn more in the article, “Set up a workflow form.”
Collect Submitter ID: This setting, when configured, automatically populates the submitter’s unique ID, linking submissions to specific users securely. Some forms don't require the submitter to login though can still collect a Submitter ID.

Configure Payment Settings

Did you know you can collect payments with a form? Learn more in the article, "Set up Forms payment types".

These are the options you can configure with regard to collecting payments with a form:

Custom Invoice Name: Forms can pass a custom invoice number/code to the payment gateway.
- Open up the form you'd like to give a Custom Invoice Name to.
- Click the Settings tab for that form.
- In the Payment Settings box, enter up to 14 characters (alpha-numeric only) in the Custom Invoice Name field.
- The invoice ID should be unique from invoice IDs used in other active or inactive forms.
Offline Payment Types: From the dropdown, select one or more payment types that can be used for Offline payments. Don't see any there? Learn more in the section, "Set up offline payment types."
Online Payment Types: From the dropdown, select the primary payment type that can be used for Online payments on this individual form. Don't see any there? Learn more in the section, "Set up online payment types."
Currency: Choose the currency you want to accept for payments submitted through this form. This determines how prices are displayed and which currency users will be charged in at checkout.

Configure Integration Settings

Toggle on next to Enable Finalsite Enrollment if you'd like to connect leads generated from a composer form on your school's website (CMS) to be converted into leads on the EMS side. Learn more about this in the article, "Finalsite Leadflow > Configure form settings"