Initial Setup

To access the Form Builder, you can click Forms under apps or click the More drop down and click Forms > Create New Form.

Under the Form Wizard, click Select next to Applications

On the next screen you will choose who is applying. If you are building a group form (Artists, sponsors, vendors, etc), you will choose ‘Company/Group Applications’. Otherwise, if it is a form for individual people, choose Individual Applications.

Once you choose who is applying, the next screen (Step 2) will ask which ‘type’ of group or individual is applying. This screen will populate based on the type of groups/people types you’ve created.

NOTE: It is important to choose the appropriate type as this determines where the submissions will create the profile/record.

Step 3 will allow you to start choosing the fields you want to use on the form to gather information. You can just click next on this step (without choosing any questions) and just add your questions directly on the form once it is created.

Step 4 is where you’ll set your From Name and choose whether you want to show it on the events home page (Under apps) or not.

You can set a Close date and whether or not the form is open now (no one can access the form until you post the link your website or send the link out)

Click Create Form.


Configure your form fields and settings

Once in your form, at the very top you can add a cover image (the default is the image you have set in the background image in Event Settings).

On the actual form, by default you’ll see there is a Text field at the top that you can use to enter some informative text (a Form Header).

Name is there by default and cannot be removed as a name is needed to create a record. However, you can rename this field if you wish by clicking on the ... and clicking rename. If you do this, it will ONLY change the field name on the form, not in the database.

On the left side of your page is where you’ll choose/create the fields to add to your form.

Important Note: On the top there are two tabs; Fields & Blocks and Create New. You should only be working from Fields & Blocks as these will feed into the fields you’ve created on the backend.

If you use ‘Create New’ to create new fields, these will just live separate from the fields on your records and can only be reported on separately.

Fields

If you need to create any new fields for your form, you can do it here.

Related Fields

This section is where you can find a list of all existing fields you created for either the group or people. Click on Submitting Group or Submitting people to access the fields and drag them onto your form.

People Blocks

People blocks allow you to create a group of fields related to individuals that would be associated with the group.

Sub Form Blocks

Sub form blocks will allow you to add/attach any other modules you may have created like lodging or flights to allow the person/group to submit these details. When you click ‘Create a new sub form block’, it will open up a list of your other forms and request modules. You can choose which you want to add then choose the fields you want to show.

Items Blocks

An item block will allow you to add other types of requests to your form; credentia/passl request, asset requests (essentially ‘items’ that a person/group can request)

Once you are finished building your form there are a few other settings you can consider...

Click Settings. There are three options under settings; Basic, Communication and Advanced

Basic is where you can set the following:

Form Title (internal and external),

Close Date - set this to be the date in which you no longer want to allow submissions or changes),

Accepting Submissions - this would normally set to open if if your form is live but if you need to turn it off quickly, turn this off

Allow requestors to edit info after submitting - if you want to allow requestors/submitters to edit their form after they've submitted, turn this setting on.

Allow users to save and submit later - turn this on if you want them to be able to save some information and come back to finish later

Require login to fill out form - if you want to track who has submitted the form, turn this setting on. When they access the form they will be required to enter an email and set up a password

Only allow one submission on portals - portals will allow individuals to submit applications more than once, make changes, etc. Turning this setting on will only allow one submission via the portal.

Communication is where you can enter text that the submitter would see once they click submit on a form and have an email send out.

Advanced

This section has just a few settings...

What type of person should the submitter be create as?

The submitter of the form can be categorized with a certain 'people type'. For example, on artists you may want to categorize the individuals attached to artists as 'artist guests'. In that case, you could select artist guest and the submitter will get this which will help with organizing people later.

What type of of group should this form create?

This will default to the option you chose when building your form.

Add submitter person record to this group?

Should the person who submits this form be associated to the group that the form is for? If so, turn this on and the persons profile will become a contact on the group record.

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