Community Brands Fundraising Online Forms

Access this feature by using Tools>Online Directory>Setup>AFO Forms. Click the Edit icon to change the form's display name or the code snippet generated in AFO that is used to display the form in the web page.

Before You Begin

To implement forms from Community Brands Fundraising Online (AFO) in your Millennium web site, you must have the following prerequisites:

AFO must be installed on a server that is accessible to the Millennium installation.

Establish a connection to AFO, using the Millennium System Options.

Create the forms you want to display using Community Brands Fundraising Online.

Map the form data from Community Brands Fundraising Online to Millennium variables by using the Automatic Data Capture feature of Community Brands Fundraising Online. You must have administrator access to Community Brands Fundraising Online to complete this task.

Include the forms you created in the Online Constituent Directory.

For detailed information about completing these tasks, see the Community Brands Fundraising Online User's Guide.

Setting Up Community Brands Fundraising Online Forms for Use in Millennium

Note: The following tasks are accomplished in Community Brands Fundraising Online. For more information about Community Brands Fundraising Online, see the Community Brands Fundraising Online User's Guide.

Connecting to the AFO Account

To connect to your AFO account from Millennium, use the AFO Account settings in System Options. For more information, see System Options - AFO Accounts.

Mapping an Community Brands Fundraising Online Form to Millennium Data

Use the following steps to map Millennium data to an existing form in Community Brands Fundraising Online. This allows you to prepopulate the form with constituent data from Millennium:

1. Sign in to AFO as an administrator.
2. Go to Campaign Management>Form List, and select the form that you want to display in Millennium.
3. Go to the Form Details tab and click Edit in the Automatic Data Capture section.
4. Click Add Rule to add a mapping rule for the Millennium variables you want to use in the form. For each rule, you must complete the mapping as follows:
   1. Select Question Answer in the Fills field and select the Community Brands Fundraising Online question to use in the form.

      Note: If the question you want to map is not shown in the drop-down list, you can add it using the Form Questions feature.

   2. Enter the Millennium variable name in the Source Variable field. The variable you enter should correspond in value to the question you selected in the previous step.
   3. In the On Success field, select an action for this question as will appear in the form on the Millennium page.
      • No Action—Select No Action to display the populated field on the form as an editable field.

        Note: If the constituent edits the information in a field, the information will only be changed on the Community Brands Fundraising Online form. No data will be changed in Millennium.

      • Show as read-only—Select Show as read-only to display the populated field on the form, but not allow the constituent to change the value.
      • Hide question—Select Hide question to hide the question and the populated value from the constituent.
5. Repeat the previous step for each Millennium variable you want to record on the form.
6. After you finish adding rules, click Save to save the mapping.
7. Use smart tags in Millennium to include the form on a Millennium page, as described in Online Constituent Directory Setup-AFO Forms.

AFO Forms Field Descriptions

The form names to be displayed in Millennium, and the code snippets that are added to the constituent's page in the Online Constituent Directory are maintained in the afo_forms table. This table is updated by script when you map form elements to Millennium constituent data as described in Mapping an Community Brands Fundraising Online Form to Millennium Data. The table has the format shown below.

Column	Type/Length/Value	Description
afokey	Numeric(13,0)	Primary key
afoname	Varchar(50)	Community Brands Fundraising Online form name. The form name can be duplicated in the table, but only one form with a given name can be active at a time.
afoform	Varchar(2000)	This column contains the form snippet from Community Brands Fundraising Online.
afoactive	Char(1) Y or N	This column indicates whether the form is active or inactive. Y indicates that the form is active. Active forms will be displayed on the constituent pages in the Online Constituent Directory. N indicates that the form is inactive. Inactive forms will not be displayed.