FAQ - How do you create an order for a "data only" form?

In order to Create an Order in the system, you must add a line item to the order. Since Data Only forms don't have line items (SKUs) on them, this presents a problem.

For example, you might have a faculty member who submitted their Faculty Favorite Things information on paper. Below is a way to go in and fill out a Faculty's Favorite Things form for this faculty member.

It is recommended that you do this only AFTER the form closes. Otherwise it could present a problem for your online users.

1. First, create a $0 SKU in your catalog for data only forms. You can call it DATA_ONLY or something similar.
   
2. Add the SKU (line item) to your Favorite Things form, but make it "hidden" under the Visibility tab.  This way nobody else can see it.
   
3. Pull up the faculty member's contact record.
   
4. Go to the Orders tab and Create Order.
   
5. Add a Line Item to the Order.  Use the new Data Only SKU and select your Favorites Form.
   
6. Once the SKU has been added to the order, the data fields will appear and you can edit them.  See example below.
   

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