For Community and Group Editions
The Simple Cart tool in Forms & Flows allows organizations to create forms that collect payments through a secure financial service by offering sets of items with individual costs. This is useful for school stores, event registrations, or other situations where users select from predefined items and quantities.
It’s important to understand the limitations and use cases for this tool, especially around inventory tracking and variable payment amounts.
📋 Self-Service or Once Only
A Simple Cart form can be configured as either a Self-Service or Once Only (Push) form, depending on how you want users to access it.
Self-Service Forms are optional eForms that users access from the Form Library in Operoo Central. They aren’t assigned or emailed automatically and are available only if at least one Self-Service Form is assigned to the user. Common examples include leave requests, approvals, incident reports, and purchase forms. Admins can control access via the Members tab and add approval workflows as needed.
This article will guide you through setting up a Simple Cart form as a Self-Service Form, which does not trigger email notifications, admins must manually send the form link to notify users.
💡 To learn more about self-service forms, please visit this article for more details.
✅ What the Simple Cart Tool Can Do
- Display itemized selections with costs. Each item in the form can have a unique price, and users can select multiple items to generate a total payment amount.
- Integrated with a reputable financial institution for payment collection. Once the total is calculated, users can complete their payment directly through our secure payment processor.
- Limit purchases per submission. You can set limits on how many of each item a user can purchase within a single form submission. For example, you might allow users to purchase no more than two sweatshirts per submission.
❎ What the Simple Cart Tool Cannot Do
- Manage total inventory. The tool does not support inventory tracking across multiple submissions. If you only have 100 sweatshirts in stock, for example, the form cannot automatically stop sales once those are sold out.
- Handling Variable Payment Amounts. Payments must be tied to a predefined amount, either as a flat fee (e.g., $25 field trip) or a selection from preset choices. Some schools use a list of pre-defined payment amounts (e.g., $5, $10, $15) as selectable options in the form. However, this method becomes inefficient when users need to submit highly specific or individualized amounts.
👣 Here is a walk through of how to create a Simple Cart eForm
- Go to your Form Library
- Click on Add eForm, and choose a form from the selection.
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Click on Start from a Blank eForm ➤ Select a Simple Cart Form
Self-Service: A form that allows users to purchase one or more products on an as-needed basis. It can be accessed and used by anyone at any time.
Once Only: A form designed for a one-time sale of one or more products, typically sent to a specific group of recipients.
- Set up your form with a subject, message, cart options, and collect additional information from the recipients.
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Add members to your form.
- Option to add an Approval Stage.
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Manage the Settings of your form.
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Set up your form flow triggers
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Preview your form and test it out!
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Enable your form, and you are all set!
If you need additional assistance, please contact our support team: support@operoo.com.