Create & Assign Forms

Create forms that can be assigned to your portals to collect additional information

Updated over a week ago

Click HERE to access a video walk-through.

Forms are a great tool to use when you want to request additional information from your portal users after they have completed the initial session submission form (speakers) or intake form (exhibitors and sponsors).

Create A Form

  1. Navigate to Portals on the navigation panel and select "Forms" at the top of the page.

  2. Select the blue "Create Form" button and select whether the form will be assigned to people or groups. Once complete, select the orange "Save & Build" button.

    1. People = Speakers

    2. Groups = Sponsor & Exhbitor Groups

  3. Using the Form Builder, customize your form to receive additional information required from your portal users.

    1. Form Setup: Add a name and title for your form

    2. Form Questions: Add questions to your form. You can choose one of Sessionboard's stand fields or create a custom field.

    3. Form Settings: Enable confirmation emails to be sent once the form has been submitted.

This is how your tasks will be viewed within the portal.

Assign Forms To A Portal

Now that you have created your form, it is time to assign it to the respective portal.

Note: Forms can be assigned to more than one portal.

  1. Within the Portals module under "View All" hover over the portal you would like to edit and select "Settings".

  2. Navigate to the "Collect Form Submissions" box and select the button " Assign forms".

  3. From the list of forms you have created, select the form(s) you would like to assign to this portal. Once done, click the orange "Save" button at the bottom right-hand corner of the pop-up window.

  4. Once the form has been assigned, you can edit additional settings by selecting the pencil under "Actions".

    1. Alias: Adjust the name of what the form will be listed as in the portal

    2. Required: Forms can be marked as required by toggling this button on. This action can also be done from the portal main menu.

    3. Due Date: Assign a due date to each form that the portal user can track. NOTE: Once a due date has been assigned, you are not able to adjust the order of the tasks as the default view will be to display the tasks in order by the due date.

  5. Once complete, ensure to click the blue "Update" button in the pop-up window.

View Form Results

When a form has been completed by a speaker, sponsor, or exhibitor, results can be viewed within your Sessionboard event.

Know who has completed the form

Within your module (speaker, sponsor, or exhibitor), edit your dashboard view by adding the reporting field for your form. This will inform you of who has completed the form and who hasn't. Don't forget to save the view when you are done😊

View Form Results

  1. Navigate to Ports > Forms

Hover over the form you have created and select "View Results".

Frequently Asked Questions

Q: Can you add hyperlinks to a form?

  • Hyperlinks can only be added to a header.

Q: Will an event admin receive a notification when a form has been submitted?

  • Event admins will not receive an email; however, they are able to view the results of forms by navigating to Portal > Forms > Hover over the form you are working on and click the button "View Results".

Q: Can you have conditional questions within a form?

  • At this time, conditional logic questions are not available.

Q: Can you view a form on a mobile device?

  • Forms are accessible to portal users through a mobile device; however, we recommend using a desktop for the best viewing experience when completing a form.

Q: Can portal users submit a file within a form?

  • Yes, when building your form, event admins have the ability to either use an existing field or a custom field with a file field type.

Q: Can you duplicate forms?

  • Unfortunately, forms can not be duplicated at this time.

Q: Is there a limit to the number of forms you can create?

  • No, create as many forms as you need!

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