Configure an individual form's Settings tab

Misty Flowers

September 01, 2025 22:35

Each form in the new Forms module has its own Settings tab (separate from the module-level Settings) where you configure submission behavior, payment integration, form-specific integrations, and identity collection options. Access this tab after saving a form by clicking the Settings tab at the top.

💡Quick answers

Where is a form's individual Settings tab? At the top of the form editor after the form has been saved; click the Settings tab (distinct from the module-level gear icon Settings).
What can be configured in the form's individual Settings tab? Submission behavior (enable/disable submissions), payment settings (gateway and payment type), Enrollment integration (Leadflow), and identity collection (collect submitter IDs).
Can submissions be disabled for a form without deleting it? Yes; in the Settings tab, toggle the submission setting to disable new submissions while keeping the form and its existing data intact.

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"