To edit Form Settings, go to Settings > Forms
Click on the Form Name (or click 'Add New Form' to build a Form from scratch)
Click on 'Edit Form'
Edit Form Definitions
Form Type
There are all kinds of different forms with different uses!
The Most Common Forms:
- Application Submission Form: Forms that collect information during the Abstract Submission Process. They often show up in an 'additional information' tab, or are embedded in an actual tab of the submission process.
- Attendee: These forms appear in the 'My Account' area. They are used for gathering information about an individual. It could be dietary preference, non-standard biographical information, agreeing to rules and regulations, or something else!
- Speaker: Just like Attendee forms, only this type is for Speakers and appear in the Speaker Ready Room.
- Information Request: These forms are special because anyone can fill them out, even if they don't have an account in the system. They are often embedded in public webpages and collect information from people interested in your upcoming event.
- Anonymous Survey: These work just like the Information Request forms, except they do not collect contact information.
- Outcomes Survey: These forms are used post activity evaluations.
- Pre-Test: Used to assess a user's knowledge of a particular topic
- Post-Test: Used to assess if a user gained knowledge after taking a particular Activity or Event. Uses weighted questions to determine a passing weight/score.
- Attendee Demographic: Used for collecting demographic or additional information during the Registration process.
The Less Popular Forms:
- Attendee Evaluation: On some sites, Speaker can actually evaluate Attendees.
- Attendee Survey: Form displayed in the 'My Account' area that is used as a questionnaire.
- Topic Submission: Forms displayed to either attendees or speakers that are allowed to be submitted more than one time. Simplified version of Submission.
- Attendee Request: Form displayed in the 'My Account' area that is used to submit a request.
Name
Every form needs a name!
Contact Information
This field is generally set by your developer, and you shouldn't have to worry about it. Only about 4% of all forms in our system use it! If you are planning on using the responses from your form to create something else in the system, like an attendee or exhibitor profile, sometimes you would set this field to the entity you want to create, and it will generate questions that make the process smooth.
Popular Uses:
- 55% Information Request Forms (set to InformationRequest)
- 13% Attendee Request Forms (set to Attendees)
- 13% Exhibitor Contract Forms (set to Exhibitors)
- 7% Attendee Forms (set to AttendeeReg)
- 5% Exhibitor Forms (set to Exhibitors)
- A few Abstract Submission, Attendee Demographic, and Speaker Forms.
Hardcopy / File Link Only
You may upload a downloadable/printable version of the form, which will be made available to people filling the form out. If you set 'File Link Only' to Yes, it means that the form will not allow online submissions, and when visited, will lead directly to the printable version.
Instructions
This is a block of text that appears at the top of your form.
Note
This is a block of text that appears at the bottom of your form.
Activate On / Deactivate On
These dates set the time range the form will be available to complete. If no dates are set for either, it is always available.
Passing Weight
Some forms are weighted, and persons filling it out can 'pass/fail'. This number sets the threshold for pass/fail. For more information see Weighted Forms.
Required
Any form that has necessary information to your process should be marked as required. Required forms must be filled out by an attendee/speaker/etc. before other actions can be taken. For example, required abstract forms must be completed before the abstract can be finalized. In many of our client's workflows, there will be a Required 'Speaker Ask Once' Form for authors to fill out disclosure information, and abstracts are not marked as complete until all authors complete that form. Your Project Manager will work with you to develop a workflow that fits your needs best. Required forms are considered 'completed' when every required question on the form has been completed, so it is important on required forms to mark at least one question as required.
When the form is marked as Required = No, it will not show up in the Important Actions or be marked with that indicator
Passing Weight
Some forms are weighted, and persons filling it out can 'pass/fail'. This number sets the threshold for pass/fail. For more information see Weighted Forms.
Speaker Ask Once
Will a person ever fill out the same form twice? If so, this field would be marked as No. The most common example of this being marked as 'No' would be when Speakers are required to fill out a separate disclosure form for each session they are speaking on. All Speaker Ask Once =No forms are treated as Ask Many forms.
Financial Disclosures may be an example of a form which can be marked as Speaker Ask Once = Yes
One Submission per Activity
Upon saving the form with Speaker Ask Once marked as No, you will see another filed - One Submission per Activity. If this field is marked as 'Yes', Speakers are required to complete this form once per every Activity assignment.
All Speaker forms marked as Speaker Ask Once = Yes Or Speaker Ask Once = No + One Submission per Activity = Yes, are listed under the header 'Forms'.
All Speaker forms marked as Speaker Ask Once = No + One Submission per Activity = No, are listed under each individual Activity/Session.
Public Use
Marked as 'yes' for forms responses that will be made available to the public.
Admin Use
When marked as 'yes', this form will only be updatable and viewable by administrators. Some clients like to use this form to take notes on abstracts, for example. You can mark a Required form as Admin Use = yes, to create a workflow in which administrators needs to manually insert themselves and 'ok' the completion of abstracts, for example.
Updatable
If marked as 'yes', after a form can be submitted, a person can go in and change their responses and resubmit the form.
Use Numbering
If marked as 'yes', the form will automatically generate numbers before each question on the form in the form of (1. 2. 3.)
Max Submissions
1. Use for topic Submission and Exhibitor function requests, to limit how many time a person can submit a multi-use form.
2. Use for Pre test /Post test test attempts
Custom Page/On Save End/Custom Admin Action
These fields are used by your developer to insert customizations into your form process.
Save Message
A short message that will be displayed to the user after they've successfully submitted their responses.
Confirmation Email
With this field, you can automatically send an email to the form submitter based on any email templates you've created.
Status
Our system is non-destructive, but if you've ever felt like 'deleting' a form, you would set the status to 'Inactive'. This makes it inaccessible to users and admins, but all of the settings and questions you've created for the form are still archived in case you ever need to reactivate the form.