Customize Form Fields: Manual Setup and Importing | GoExpo

Customize Your Form Fields

  • In the navigation menu, hover Set-Up and select Forms.
  • For the form you would like to edit, select Fields.  

There are a few ways to customize your form. You can add new fields by importing via a spreadsheet or manually. You can also edit pre-populated fields if you are working with a Booth Contract. You also have the ability to rearrange the order of your fields. 


Manually Adding a Field 

  • Select New Field. 

  • Fill in the required fields. 
    • Type - The kind of answer given selected from a dropdown. 
    • Label - The text that is displayed to the left or above the field. In the case of a Header field, this is the text in the header.
    • Wrap Label - Whether the text for the field label wraps and sits to the left of the field, or whether it does not and sits above the field.
      • Auto (Default): Allow the system to determine if and when the label text wraps.
      • Always: Label text always wraps and sits to the left of the field, regardless of length.
      • Never: Label text never wraps and always sits above the field.
    • User Access - How the end-user can interact with the field. 
      • None - The end-user cannot see the filed/ 
      • Viewable - The end-user can see the field but not edit it. 
      • Editable - The end-user can answer the question or fill out the field.
      • Required - The end-user must answer the question or fill out the field. If they do not, they cannot submit the form. 
  • If you have selected your form type as Text, you can customize the Help text with HTML. 

  • Select Save.


Importing Fields

This is a good option if you are using the same form as a previous year. Please note that you cannot update the current fields with an import, they must be new and unique fields. 

  • First, go to the fields from a previous year that you would like to reuse.
  • Select Download Fields at the bottom of the page. 
  • If you are using a Booth Space form, remove all the pre-populated fields from the excel sheet, leaving only the unique fields. 
  • Save the prepared file as a .CSV file. 
  • Navigate to your current event's dashboard. 
  • In the navigation menu, hover Set-Up and select Forms, then select Fields next to the form you would like to edit.  
  • Select Import Fields at the bottom of the page. 

  • Upload the desired .CSV file. 
  • All the custom fields will automatically upload and appear at the bottom of the list. They will contain all the same information as the previous year. 
    • Be sure to double-check links and dates if applicable!
  • See the section below on re-ordering fields

Editing a Field 

  • Next to the field that you would like to update, select Edit. 
  • You can edit the Label, Wrap Label, User Access, and information specific to the answer type. 
    • Please Note: You cannot edit the Type or Field Name. 
  • Select Save. 

Re-Ordering Fields

  • Hover your mouse to the left of the word Edit for the field you would like to move. 
  • When you see the directional arrow appear, hold and drag the field up or down. 

  • Release the mouse when the field is in the desired place. 

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