Form - Form

 

The Form tab lets you build your form using the fields detailed below, and divided into three main categories: standard, skin and advanced.

The different types of fields

Standard fields

These are "common" fields for collecting participant data.

 
Tip

Remember to use the corresponding field types when they exist. For example, the email field allows you to check the structure of an email address before the participant validates his/her registration. This is not available in the free text field, which would also seem to be suitable.

Standard field types :

  • Free text field: inserts short text on a single line (e.g. first name).

  • Numeric field: inserts a number.

  • Text field: inserts long text on one or more lines (e.g. comment).

  • Email: to check that the nomenclature of the e-mail address entered is valid. Also allows you to authorize or refuse registrations by e-mail domain (e.g.: only @appcraft.fr addresses can validate this form).

  • Telephone: allows you to retrieve the area code and check that the nomenclature of the telephone number entered is valid.

  • Password: enables the user to create a password to access the platform or the dedicated application (simple or complex).

  • Date and/or time selector: allows the user to select a date and/or time from a calendar. It is possible to restrict the range of available dates.

  • Option box: allows you to select a simple response choice from the options available (e.g. civility).

  • Drop-down menu: allows you to select a simple answer from a drop-down menu of options (e.g. nationality).

  • Advanced drop-down menu: allows you to select several choices from a drop-down menu of options (e.g. dietary restrictions).

  • Checkbox: provides a checkbox to validate information (example: rgpd).

  • Country: select a country from a drop-down menu of options.

  • Zip code / city: matches the zip code entered with the associated city.

  • Image upload: allows the participant to upload a PNG or JPEG image to the form, with different security levels (e.g. passport).

  • File upload: allows the participant to upload a PDF or DOCX file to the form, with different levels of security (e.g. visa).

  • Field block: allows you to add a block in which you can place any other type of field. This is particularly useful in the case of conditions on several fields: you can add your field block, condition it so that all the fields entered in it are affected by the condition.

 
Editor's favorite

The field block can be used on its own as part of a simple form. It allows you to combine several fields into a single block. This allows you to condition only the block, and not all the fields one by one.

 

Layout fields

These are fields used to structure your form.

Dressing field types :

  • Title: integrates a pre-formatted title into the body of the form.

  • Text: inserts a block of text that has already been formatted.

  • Formattable text: inserts a block of formattable text.

  • Image: inserts an image into the body of the form.

  • Separator: to insert a separator line in the body of the form.

Advanced fields

These are specific fields, most of which require the intervention of a project manager to set their parameters.

Advanced field types :

  • Transport carbon footprint: allows participants to enter their transport details (return trip, multi-trip, etc.) to calculate the carbon footprint of your event.
  • Submit button: provides a button for validating the form.
  • Hidden field: allows you to add a hidden field to the form. Hidden fields allow you to bring up the fields in the listing, and condition them in the form.For example, if you need to condition on the category present in the listing, you can add a hidden "category" field. You can then condition other fields on the category.
  • Tabs: allows you to organize the form with tabs. Data can be saved each time you move to the next tab.
  • Columns: organize fields in columns in the form.
  • Item list: allows a guest to add accompanying persons, who are considered as participants as well, or just +1 for information purposes.
  • Accommodations: allows you to choose a hotel from the form.
  • Rooming: allows you to choose a hotel and/or roommate from the form.
  • Workshops: allows you to choose one or more activities from the form. (You must have added the activities in the workshops section of the backoffice).
  • Products: displays a product in the body of the form.
  • Companion: module deprecated.
  • Multiple text fields: allows multiple text fields to be filled in on the same line.
  • Scale: creates a graduated scale to evaluate a level.
  • Multi-numeric table: to create a table with several numeric values.
  • Awareness block: displays an ecological awareness thumbnail.
Carbon footprint

The carbon footprint fields cannot be modified, and it is not possible to restrict the choice of airport / station... depending on the event.

 

How to add a field

Click on Add a field, a window opens on the left of your screen. Drag and drop the new field into your form.

You then need to name your field. To do this :

  • Assign a label (visible to the participant)
  • Enter a field name (only visible in back-office)

Please note: some fields must retain a specific field name. These fields are :

  • firstName (field for first name)
  • lastName (field for name)
  • email (field for email)
  • phoneNumber (telephone field)
  • registered (field for participant participation)
Naming your fields

The field name must be unique. It corresponds to an internal identifier that enables the data it retrieves to be properly processed. We recommend that you do not capitalize or accent this field.

Once the field has been named, the following additional options are available:

  1. Move field
  2. Check the mandatory field box if you want this field to be filled in by the participant before submitting the form.
  3. Duplicate or delete field
  4. Condition field (see more details below)
  5. Show / hide field
  6. Open / close your field settings options
Modifying a form in production

Once a form is in production, it must not be modified. This could have a major impact on data collection. If modifications are necessary, please contact your project manager.

 

How to condition a field

You can condition your fields according to :

  • The answer to a previous question
  • Information present in the participant listing

From the drop-down menu, select the field that will be used to condition the display of this field. Choose the type of condition (is equal to, contains, etc.). Enter the value that must be entered for the field to be displayed or not.

You can combine conditions using the "AND" / "OR" to the right of each condition.

If you have information present in the participant listing

You can condition your fields on information present in the participant listing but not used in the form.
In this case, we recommend you add a hidden field so that it can be used in a condition.