Configuring Custom Form Settings | GoExpo

Custom Form Settings

In your event's dashboard:

  • In the navigation menu, hover over Setup and select Forms.  
  •  Select Settings for the Custom form where you would like to update settings. 
  • Fill out the required fields. 
    • Status, Confirmation HTML, After Submission Editable By, and Accessible To are all required. 
  • Select Save

All setting fields are defined below: 

  • Status - Enabled or Disabled
    • Enabled - Form is available for users to fill out.
    • Disabled - No additional submissions are allowed, but users can still view their previous submissions. 
  • Email Notification To - If specified, an email will be sent to these email addresses whenever there is a new or updated form submission. Separate email addresses with a new line, semicolon, or comma.
  • Confirmation HTML - The message that is displayed to the user after the form has been submitted.
  • Confirmation URL - The page that the submitter will be redirected to 10 seconds after the message is finished displaying. If you do not enter a URL here, it will redirect the submitter to the login page for the Forms site.
  • Fields Email To - If specified and there is a Pending campaign for the submission of this form, an email will be sent to the email addresses entered in these fields. 
    • The field must be moved to the column on the right, by clicking the field in the box on the left and selecting Add.  

  • Heading - The headings that are displayed in the list of form entries. 
    • The field must be moved to the column on the right, by clicking the field in the box on the left and selecting Add.  

  • Upgrade Packages - This gives the user filling out the form the option to select an upgrade. 
    • Upgrades must already be added to the system. Please see this article on how to add Upgrade Packages.
    • To add a package, select New Upgrade Package, then select the desired package from the dropdown menu. Select Save. 
  • After Submission, Editable By - Select who is able to edit their form after submitting - No one, Admin, or User. If User is selected, the information can be edited by the user that submitted the form and Admin. 
  • Accessible To - Select who is able to fill out the form - Everyone, Only Logged in Users, Only Exhibitors, Only Attendees. 
  • Prevent Duplicate Submissions - If enabled, a user with an existing submission will be automatically directed to their existing submission instead of receiving a prompt to start a new one. 
  • Allow Mailed Payments -If checked, the user can print an invoice and pay by mailing a check to Event Management.
  • Allow Online Payments - If checked, the user can pay online using a credit card.
  • Logout After Submit -If checked, the user will be logged out after form submission.
  • Extend Reservation Pending Payment -A duration in minutes. If specified, will extend a reservation by this amount whenever a payment is pending or a mailed check is selected as payment.
  • Submit Caption - If specified, it will replace the default label of "Submit" on the submit button.
  • Update Cart Caption - If specified, it will replace the default label of "Update Cart/Checkout" on the update cart button.
  • Payment Due Now Caption -If specified, it will replace the text of "Payment Due Now" on the cart/invoice.
     

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