Adding and Building a Form

Forms module is used for creating any type of form outside of your speaker - submission forms and registration (attendee & exhibitor) forms
- Evaluations, awards, grants, applications, sign ups, disclosures, nominations/voting, copyrights etc.
- Forms can be general or conference module specific e.g. can create a speaker disclosure form tied to a submission module, or a membership application tied to your membership module
- All forms can have unique peer review processes for assessors to judge and score submissions
- All forms are responsive and mobile friendly
- Forms can be public or locked (require authentication)
- Overall conference and session specific evaluations can be tied to sessions and credits to be used for CE module

- Click Dashboard
- Click Forms tab
- Click + Add New Form button
- Click Begin button
- Enter a Form Name (E.G. Speaker Disclosure)
- Enter a Form Type (E.G. Disclosure)
- Set the Form Definition
NOTE: Conference Speaker Form should be set so you can add it to the Speaker Submission Module as a submission step. Evaluation Forms should be set as Overall or Session Evaluation (in order to link to CME - Credit Module) - Select the Related Conference by clicking the dropdown list and choosing the appropriate conference
- Click Next button
- Set the Access Options, as desired
- Click Next button
- Enter a Main Contact Name
- Enter a Main Contact Email
Set Anonymous Form field to determine if login is required in order to complete the form
- If login is required, then the person is required to create a contact profile
- If no login is required, then no personal information is captured, so there is no ability to send a confirmation email to the person after the form is submitted.
- Complete the remainder of the fields on the screen, as desired
- Set Copy Form Contact Profile (Select from dropdown if you wish to use another contact profile as the template)
- Set Copy Existing Form Fields (Select from dropdown if you wish to use another form as the template)
- Click Next button
- Click Finish button
Next Step: Click Proceed button to build your form.
Once the form has been added, the next step is to build it:
- If you clicked the Proceed button from Add Form, Go to Step 7, otherwise continue from Step 2
- Click Dashboard
- Click Forms tab
- Click the applicable form under the Form Title list to open it
- Click Settings button
- Click Manage Form Fields in horizontal menu
- Click + Add New Field button
- Select the Field Type
- Enter a label for Field Label
- Click Add Field
- If applicable, enter Field Description and any other attributes of the field
- Set Required to YES or NO where YES will make the field mandatory
- Set Admin Only to YES or NO where YES if this is administrative field only accessible by Administrators
- Save your changes by clicking Update Field Information at the bottom
- Repeat Steps 7 to 14 to add other fields
- Click Preview Form button to view the layout of your form
NOTE: In the List Fields view, you may move the order of fields, by clicking the icon on the left with 3 horizontal bars, then drag and drop the field to its new location.
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