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2026-07-22T11:34:03Z

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Ashley DeBon at 11:20, 22 July 2026

2026-07-22T11:20:40Z

Ashley DeBon at 11:20, 22 July 2026

2026-07-22T11:20:10Z

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Ashley DeBon: Created page with "Path: Callproof Support - New Website - Event Forms = Event Forms = Configurable activity forms under '''Home → Customizations → Event Forms'''. * '''URL pr..."

2026-07-22T11:13:04Z

Created page with "Path: Callproof Support - New Website - Event Forms = Event Forms = Configurable activity forms under '''Home → Customizations → Event Forms'''. * '''URL pr..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Event Forms]]

= Event Forms =

Configurable activity forms under '''Home → Customizations → Event Forms'''.

* '''URL prefix:''' <code>/eforms/</code>
* '''App:''' <code>event_forms/</code>
* Used by field reps to capture visit/call data on a contact (checklists, scores, notes, images).
* On submit: can award points, send emails, schedule a task, and post to a webhook.

== Main screens ==

=== Event Forms list ===
* '''URL:''' <code>/eforms/</code>
* Lists all company event forms.
* Shows: Name, notification emails, field count, entries count, points, actions.
* Actions: edit, copy, delete, hide, remove link, sort A–Z.
* '''Add Event Form''' → <code>/eforms/event_add_new_form/</code>

=== Add / Edit Event Form ===
* '''Add:''' <code>/eforms/event_add_new_form/</code>
* '''Edit:''' <code>/eforms/edit/<event_form_id>/</code>

==== Form settings ====
* '''Form Name''' (required)
* '''Notification Email''' — one address per line; emailed when a form is submitted
* '''Points''' — points awarded when the form is completed
* '''Treat Event Form As''' (required):
** Appointment
** Webinar
** None
* '''Additional options:'''
** Schedule Task — create a follow-up/task after submit
** Send Email Copy to Rep — copy the submitting rep
** Use Previous Event Form Custom Field Data if Available — prefill from last entry
* '''Limit Account Types''' — restrict which account types can use this form

=== Event Form fields ===
* Attach '''regular fields''' and '''custom fields''' to a form.
* Set required / optional.
* Manage dropdown/radio options (including auto options).
* Reorder fields; delete fields from the form.
* Key URLs:
** Custom field on form: <code>/eforms/<pk>/custom_field/<custom_field_id>/</code>
** Regular field: <code>/eforms/<pk>/regular_field/<regular_field_id>/</code>
** Add new field: <code>/eforms/add_new_custom_field/<pk>/</code>
** Field options: <code>/eforms/fields/<pk>/options/<custom_field_id>/</code>

=== Event Forms Entries ===
* '''All entries:''' <code>/eforms/entries/</code>
* '''Per form:''' <code>/eforms/<event_form_id>/details/</code>
* Search/filter submissions; mark completed / not completed.
* Edit entry: <code>/eforms/<event_form_id>/edit/<contact_event_form_id>/</code>
* Delete entry: <code>/eforms/<event_form_id>/delete/<contact_event_form_id>/</code>
* Fill new form on a contact: <code>/eforms/<event_form_id>/contact/<contact_id>/new/</code>

=== After-call forms ===
* Forms can be flagged as after-call forms (<code>is_after_call_form</code>).
* Configure via:
** <code>/eforms/after_call/</code>
** <code>/eforms/set_after_call/</code>
* Prompted after a call so the rep can log outcomes quickly.

=== Exports & schedules ===
* Export entries: <code>/eforms/export/</code>
* Scheduled exports: <code>/eforms/schedule_exports/</code>
* Create schedule: <code>/eforms/save_scheduled_eform/</code>
* Edit / delete / run now:
** <code>/eforms/edit_scheduled_exports/<id>/</code>
** <code>/eforms/schedule_delete/<id>/</code>
** <code>/eforms/run_now/<id>/</code>

== Quick Links (in UI) ==
* Add Event Form
* Event Forms
* Event Forms Entries

== What happens on submit ==
* Creates a '''ContactEventForm''' linked to company, user, contact, and form.
* Stores answers (custom/regular field values), optional GPS (lat/long), points.
* Can mark '''completed''' with a completed date.
* Can link to an appointment.
* Can attach personnel (people at the account).
* Can create a scheduled follow-up task.
* Can send notification emails (and optional copy to rep).
* Can POST to '''post_back_url''' (webhook) with secret/method if configured.

== Key data models ==

=== EventForm ===
* Form template for a company.
* Notable fields: name, position, points, post_back_url / secret / method, is_schedule_followup, send_email_to_rep, prefill_data, is_after_call_form, hide, is_clickable, event_form_treat_as.
* Table: <code>cp_eventform</code>

=== EventFormEMail ===
* Notification email addresses for a form.
* Table: <code>cp_eventformemail</code>

=== ContactEventForm ===
* One submitted entry on a contact.
* Notable fields: user, contact, event_form, created, points, latitude/longitude, completed, completed_date, appointment.
* Table: <code>cp_contacteventform</code>

=== ContactEventFormPersonnel ===
* People (personnel) linked to a submission.
* Table: <code>cp_contacteventformpersonnel</code>

=== EventFormContactType ===
* Limits which Account Types can use the form.
* Table: <code>cp_eventformcontacttype</code>

=== EventFormTreatAs ===
* Treatment type: Appointment / Webinar / None.
* Table: <code>cp_eventformtreatas</code>

=== EventFormCField ===
* Links custom/regular fields onto a form (order, required, etc.).
* Table: <code>cp_eventformcfield</code>

== Typical setup order ==
# Create Account Types and Custom Fields first (Home menu).
# Add Event Form (name, emails, points, treat-as, options).
# Limit Account Types if needed.
# Add / order form fields and options.
# (Optional) Set as after-call form.
# (Optional) Configure webhook post-back.
# Reps fill forms from a contact; managers review Entries / export.

== Related menus ==
* [[Home menu#Custom Fields|Custom Fields]] — field definitions reused on forms
* [[Home menu#Account Types|Account Types]] — used to limit who can use a form
* Contacts — fill / view forms on an account
* Reports — event form data can appear in reports/exports

== Notes ==
* Hide removes the form from normal use without deleting history.
* Remove Link controls whether the form appears as a clickable link in contact menus.
* Copy duplicates an existing form (including post-back and after-call settings).
* Points can roll into gamification / leaderboard-style scoring when awarded on completion.

← Older revision		Revision as of 11:20, 22 July 2026
Line 282:		Line 282:
	* Entry questions: open '''Event Forms Entries''' or the account Event Forms tab		* Entry questions: open '''Event Forms Entries''' or the account Event Forms tab
	* Other issues: email [mailto:support@callproof.com support@callproof.com]		* Other issues: email [mailto:support@callproof.com support@callproof.com]
−
−	~~[[Category:CallProof]]~~
−	~~[[Category:User Guide]]~~
−	~~[[Category:Event Forms]]~~

V2 Event Forms - Revision history

Ashley DeBon: Blanked the page

Ashley DeBon at 11:20, 22 July 2026

Ashley DeBon at 11:20, 22 July 2026

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Event Forms = Event Forms = Configurable activity forms under '''Home → Customizations → Event Forms'''. * '''URL pr..."