How to Create and Edit Submission Steps
Submission Steps define a flow or series of steps that take place before, during and after a submission is made. These steps are defined to occur Once per Conference (completed only once) or Once per Submission (linked to a submission).
If the step is a file upload or is linked to a form in the forms module and data exists, the submission step cannot be removed.
To make the submission step inactive, you will need to set 'Display' = No.
Main Submission Step and Co-Author Steps are system generated and cannot be removed. Note: If your submission does not use Co-Authors, this step will be hidden.
Note: Under the Submission Settings, Edit Submission attribute will not hide or display a Submission Step. To manage access to Submission Steps, you must edit the Display attribute on the Submission Step itself.
How to Create a Submission Step?
- Click Dashboard
- Click Speakers Module
- Click Settings button
- Click Submission Steps in the horizontal menu
- Click Add New Step button
- Provide Step Label > this is the label the end user will see on the Front-end
- Select Step Type > select from the dropdown list the action to be performed
Select Step Frequency
- Once per Conference = only has to be completed one time for the duration of the conference
- Once per Submission = has to be completed for EACH submission
Click Create button
- Click Edit beside the step created
- Define further settings such as:
- Click Update Step button
- For Step Type, select Once Per Submission
- Enter a Step Label e.g. View Final Status
- For Step Definition, select View Submission Status
- Click Create button
- Edit the Submission Step
- Set Display to Yes
- You may set the Display Only To value by selecting one or more items in the list
NOTE: To highlight more than one option hold the CTRL button then click each item in the list - Click Update Step button
Create an Update Profile Conference Submission Step
- For Step Type, select Once Per Conference
- Enter a Step Label e.g. Update Bio in your Profile
- For Step Definition, select Update Profile
- Click Create button
- Edit the Submission Step
- Set Display to Yes
- Click Update Step button
How to add a Submission Final Review and Submit Step?
- For Step Type, select Once Per Submission
- Enter a Step Label e.g. Final Review and Submit
- For Step Definition, select Review & Submit
- Click Create button
- Edit the Submission Step
- Set Display to Yes
- Set Required to Yes
- Click Update Step button
View other Submission Step articles
- How to add an Upload Paper / File / Presentation Submission Step
- How to add a Conference Registration Step
- How to add a Disclosure Form Step
How to View Submission Steps
Click Dashboard
Click Speakers Module
Click the Settings button
Click Submission Steps in the horizontal menu
The screen will display a list of all submission steps along with their type and if Displayed/Hidden or Required.
How to Edit a Submission Step
- Click Dashboard
- Click Speakers Module
- Click the Settings button
- Click Submission Steps in the horizontal menu
Click Edit beside the step you wish to change. Some of these attributes may appear depending on the type of submission step created
- Click Update Step to apply changes
How to Display or Hide a Submission Step
- Click Dashboard
- Click Speakers Module
- Click Settings button
- Click Submission Steps in the horizontal menu
Click Edit beside the step you wish to change
Set Display attribute where
- Yes = Will display this step on the front-end
- No = Will hide this step on the front-end
- Click Update Step to apply changes
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