Build an event form
Open the builder
Go to Community → Event Forms and select the Create Form tab. The list on the left has:
- New form: start from scratch.
- Editable Forms: forms not attached to an active event. Select one to keep working on it.
- Active Event Forms: forms in use. Select Copy to editable forms to use one as a starting point.
- Archive: forms from past events.
Build the form
Start with the Name Field
Drag Name Field from Elements onto the canvas. It’s the only required element and collects the person’s first and last name.
Add sections
For longer forms, add a Section, Subsection, or Section Description to break it into parts, like “Medical information”.
Add fields
Drag fields onto the page, then give each a Field Name. Turn on Required for anything people must answer.
Add pages
Long forms are easier as several pages. Select Add page at the bottom right. Use Remove page to delete one.
Preview and save
Select Preview form to see it as people will. Then select Save, give the form a title, and you’re done. Use Update to save changes to an existing form.
Elements
| Element | What it is |
|---|---|
| Name Field | First and last name. Required on every form. |
| Field | A single-line answer. Choose a keyboard type (below). |
| Side By Side Field | Two inputs in a row, for related answers like city and state. |
| Field Area | A multi-line answer, for longer notes. |
| Date Field | A date picker. |
| Section | A bold heading. |
| Subsection | A smaller heading. |
| Section Description | A heading with a paragraph under it, for instructions. |
| Selection | A single checkbox, like “I agree to the waiver”. |
| Selection Group | A list of options to choose from. |
Drag an element by its handle to reorder it, or select Remove Element to delete it.
Keyboard types
A Field’s keyboard type checks the answer and shows the right keyboard on phones.
| Keyboard type | Use it for |
|---|---|
| Text | Anything. |
| Email addresses. Checks the format. | |
| Capitalize Sentence | Sentences. Capitalizes the first word. |
| Capitalize All Words | Names and titles. Capitalizes every word. |
| Capitalize Characters | Codes and abbreviations, like state codes. Capitalizes every letter. |
| Number | Numbers, with a number keyboard. |
| Phone Number | Phone numbers. Shows a number pad and formats as a 10-digit number. |
Editing a form that’s in use
Once a form is attached to an active event, you can still rename fields, reorder them, add new fields, and add more options. To protect answers already collected, you can’t remove existing fields or options.
Next, attach the form to a ticket.