View source for Event Forms (New Web)

Path: [[Callproof Support]] - [[New Website]] - [[Settings_Menu]] - [[Event Forms (New Web)]]

= Event Forms =

Use Event Forms to create custom forms your team fills out for accounts (contacts), such as visit checklists, surveys, or appointment details.
Managers set up the forms and fields. Sales reps and other users complete forms on accounts and review submitted entries.
[[File:EventFormsList.png|300px|thumb|Event Forms]]

'''Navigation:''' '''Settings Icon Hover''' &rarr; '''Settings &amp; Customization''' &rarr; '''Event Forms'''

From Event Forms you can also:

* Add and edit form templates
* Hide forms from the account menu
* Copy an existing form
* Review form entries
* Fill a form on an account

<div style="clear:both;"></div>

== Permissions ==

* You must be '''signed in''' to use Event Forms.
* '''Managers''' can open the main Event Forms list, add forms, edit forms, delete forms, hide forms, copy forms, and reorder forms.
* '''Non-managers''' are redirected away from the main Event Forms setup list and cannot manage form templates.
* '''All signed-in users''' (with normal account access) can:
** Fill out event forms on accounts
** View and work with '''Event Forms Entries'''
* If a form is '''hidden''', it does not appear in the account “Add Event Form” list.
* Company menu permissions control whether '''Event Forms''' appears in your sidebar.

== What you see on the Event Forms list ==

=== Header ===

* Title: '''Event Forms'''
* '''Add Event Form''' button
* '''Quick Links''' menu:
** Add Event Form
** Event Forms
** Event Forms Entries

=== Table columns ===

* '''Name''' — form name (click to edit, when the link is enabled)
* '''Email''' — notification email addresses for the form
* '''Fields''' — number of fields on the form
* '''Entries''' — number of submitted entries
* '''Points''' — points value for the form
* '''Actions''' — Edit and Delete
* '''Sort handle''' — drag to change form order
* '''Alphabetical sort''' icon — sort forms A–Z
* '''Hide''' — eye icon to show or hide the form from account menus
* '''Remove Link''' — checkbox to disable the clickable name/edit link, plus a '''Copy''' icon

=== Messages you may see ===

* Success messages after save, copy, hide, or delete
* Error messages if a form cannot be found or an action fails
* Permission message if a non-manager tries to open setup pages

== Field guide (Event Forms list) ==

=== Name ===

* Shows the form name.
* When the link is active, click it to open the edit screen.

=== Hide (eye icon) ===

* '''Eye open''' — form is visible for use on accounts.
* '''Eye slash''' — form is hidden from the account “Add Event Form” list.
* Click the icon to switch between visible and hidden.

=== Remove Link ===

* When checked, the form name and edit shortcut behave as “link removed” (not clickable in the usual way).
* Use this when you want the form to remain in the list but not be opened from the name link.

=== Copy ===

* Creates a duplicate of the selected form under a new name.

=== Delete ===

* Removes the form template (you will be asked to confirm).

== Add a new Event Form ==

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:AddEventForm.png|300px|thumb|Click the Add Event Form (plus) icon]]
| [[File:AddEventFormView.png|300px|thumb|right|Add Event Form]]
|}

</div>

# Open '''Event Forms'''.
# Click '''Add Event Form''' (or use '''Quick Links''' → '''Add Event Form''').
# Enter '''Form Name''' (required).
# (Optional) Enter '''Notification Email''' addresses, one per line.
# (Optional) Enter '''Points'''.
# Choose '''Treat Event Form As''':
#* '''Webinar'''
#* '''Appointment'''
#* '''None'''
# (Optional) Turn on additional options:
#* '''Schedule Task'''
#* '''Send Email Copy to Rep'''
#* '''Use Previous Event Form Custom Field Data if Available'''
# (Optional) Under '''Limit Account Types''', choose which account types can use this form (or Select '''All''' / '''Clear''').
# Click '''Save'''.
# CallProof opens the '''Edit Form''' screen so you can add fields.
<div style="clear:both;"></div>

== Edit an Event Form ==
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:EditEventForm.png|300px|thumb|Click the Edit (pencil) icon]]
| [[File:EditEventFormView.png|300px|thumb|right|Edit Event Form]]
|}

</div>

# Open '''Event Forms'''.
# Click the form '''Name''' or the '''Edit''' icon.
# On the left, update '''Settings''':
#* Form Name
#* Notification Email
#* Points
#* Schedule Task / Send email copy to Rep / Prefill previous data
#* Treat Event Form As
#* Limit Account Types
# Click '''Save''' (or the settings save button) when you change settings.
# On the right, under '''Add Fields''', choose fields to include:
#* '''Regular Fields'''
#* '''Custom Account Fields'''
#* '''New Custom Field''' (create a new field for this form)
# In the '''Event Form''' fields table, review Field Name, Field Type, points, and actions.
# (If your company uses required fields) set '''Required''' and '''Lock''' as needed.
# Drag rows to reorder fields, or use alphabetical sort when available.
# Use field actions to edit options, edit the field, or remove a field from the form.
<div style="clear:both;"></div>

== Copy an Event Form ==
[[File:CopyEventForm.png|300px|thumb|right|Copy Event Form]]

# Open '''Event Forms'''.
# Click the row of the form you want to copy (so it is selected).
# Click the '''Copy''' icon in the Remove Link column.
# In the popup, enter a new '''Event Form Name'''.
# Click '''Save'''.
# The new form appears in the list.
<div style="clear:both;"></div>

== Hide or show an Event Form ==

# Open '''Event Forms'''.
# Find the form in the list.
# Click the '''eye''' icon in the Hide column.
# When hidden, the form no longer appears under '''Add Event Form''' on accounts.
# Click the icon again to make it visible.

== Delete an Event Form ==
[[File:DeleteEventForm.png|300px|thumb|right|Event Form Delete]]

# Open '''Event Forms'''.
# Click the '''trash''' (Delete) icon for the form.
# Confirm the delete when asked.
# The form is removed from the list.
<div style="clear:both;"></div>

== Reorder Event Forms ==

# Open '''Event Forms'''.
# Drag the sort handle (aligned lines icon) up or down to change order.
# Or click the '''alphabetical''' icon in the header to sort by name.
# Sorting/drag options are available when there is more than one form.

== Event Forms Entries ==
[[File:EventFormsEntries.png|300px|thumb|right|Event Forms Entries]]

Use this screen to review forms that users have submitted on accounts.

=== How to open Entries ===

# From '''Event Forms''', click '''Quick Links''' → '''Event Forms Entries''', or
# Go to <code>/eforms/entries/</code> in your browser.

=== What you see ===

* '''Event Form''' name
* '''Account'''
* '''Created''' date
* '''Distance'''
* '''Points'''
* '''Completed Date'''
* '''Completed''' status
* '''Actions''' (view, edit, complete, delete, as available)

=== Filter entries ===

# Click the '''Filter''' button.
# Set any of these filters:
#* Event Form
#* User (with optional inactive users, Select All / Clear)
#* Start Date / End Date
#* Start Completed Date / End Completed Date
#* Account Type
#* Sort By
#* Completed status
#* Keyword
#* Markets
#* Max Result
# Apply the filter (using the filter panel controls).
# Review the updated list.
# (Optional) Clear filters and search again.

=== Work with an entry ===

# Click an entry to view details.
# Edit the entry if you need to change answers.
# Mark an entry completed when the work is done.
# Delete an entry if it was created by mistake (when you have access).

=== Schedule export (optional) ===

# On the Entries page pagination/export area, open '''Schedule Event Form Entries Export''' when it is shown.
# Follow the schedule export steps to send entry data on a schedule.
<div style="clear:both;"></div>

== After you set up or submit forms ==

* New templates appear on the Event Forms list for managers.
* Visible forms appear under '''Add Event Form''' on matching accounts (and account types, if limited).
* Submitted forms appear in '''Event Forms Entries''' and on the account Event Forms tab.
* Notification emails may be sent when configured.
* Points may count toward user activity or scoring, depending on your company setup.

== Tips and important notes ==

* Only '''managers''' manage form templates on <code>/eforms/</code>.
* '''Hide''' a form instead of deleting it if you may need it again.
* Use '''Limit Account Types''' so the form only appears on the right kinds of accounts.
* Put one notification email per line.
* Contact Name–style rules do not apply here; form field rules depend on each field type (required text, numbers, dates, lists, images, and so on).
* If a form does not show on an account, check Hide, Remove Link, and Limit Account Types.
* Apple/Google signup options are not part of Event Forms; use account pages to fill forms.
* After-call event forms and custom account menus may also open forms in other workflows, depending on your company settings.

== Need help? ==

* Cannot open Event Forms setup: confirm you are a '''manager''', or ask your administrator
* Form missing on an account: check Hide and Limit Account Types with a manager
* Entry questions: open '''Event Forms Entries''' or the account Event Forms tab
* Other issues: email [mailto:support@callproof.com support@callproof.com]