|
|
| (2 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | 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.
| |
