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.
- First, create a $0 SKU in your catalog for data only forms. You can call it DATA_ONLY or something similar.
- 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.
- Pull up the faculty member's contact record.
- Go to the Orders tab and Create Order.
- Add a Line Item to the Order. Use the new Data Only SKU and select your Favorites Form.
- 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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