V2 Event Forms

Path: Callproof Support - New Website - Event Forms

Event Forms

Configurable activity forms under Home → Customizations → Event Forms.

• URL prefix: /eforms/
• App: event_forms/
• 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: /eforms/
• 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 → /eforms/event_add_new_form/

Add / Edit Event Form

• Add: /eforms/event_add_new_form/
• Edit: /eforms/edit/<event_form_id>/

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: /eforms/<pk>/custom_field/<custom_field_id>/
  • Regular field: /eforms/<pk>/regular_field/<regular_field_id>/
  • Add new field: /eforms/add_new_custom_field/<pk>/
  • Field options: /eforms/fields/<pk>/options/<custom_field_id>/

Event Forms Entries

• All entries: /eforms/entries/
• Per form: /eforms/<event_form_id>/details/
• Search/filter submissions; mark completed / not completed.
• Edit entry: /eforms/<event_form_id>/edit/<contact_event_form_id>/
• Delete entry: /eforms/<event_form_id>/delete/<contact_event_form_id>/
• Fill new form on a contact: /eforms/<event_form_id>/contact/<contact_id>/new/

After-call forms

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

Exports & schedules

• Export entries: /eforms/export/
• Scheduled exports: /eforms/schedule_exports/
• Create schedule: /eforms/save_scheduled_eform/
• Edit / delete / run now:
  • /eforms/edit_scheduled_exports/<id>/
  • /eforms/schedule_delete/<id>/
  • /eforms/run_now/<id>/

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: cp_eventform

EventFormEMail

• Notification email addresses for a form.
• Table: cp_eventformemail

ContactEventForm

• One submitted entry on a contact.
• Notable fields: user, contact, event_form, created, points, latitude/longitude, completed, completed_date, appointment.
• Table: cp_contacteventform

ContactEventFormPersonnel

• People (personnel) linked to a submission.
• Table: cp_contacteventformpersonnel

EventFormContactType

• Limits which Account Types can use the form.
• Table: cp_eventformcontacttype

EventFormTreatAs

• Treatment type: Appointment / Webinar / None.
• Table: cp_eventformtreatas

EventFormCField

• Links custom/regular fields onto a form (order, required, etc.).
• Table: cp_eventformcfield

Typical setup order

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

Related menus

• Custom Fields — field definitions reused on forms
• 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.