Forms
- 03 Feb 2025
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Forms
- Updated on 03 Feb 2025
- 4 Minutes to read
- Print
- DarkLight
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Limitation
You may run into a Salesforce limit for the ERS Payload when registering more than 20 Attendees simultaneously for an Event with more than 10 Form Elements/Questions. (String maximum length exceeded) This is likely to happen for Form Elements Type = “Text (30,000),” but having 20 Form Elements with Type = "Text" and 20 Attendees in one registration will also cause it.
To prevent this error, reduce the number of Attendees added in one registration or avoid using Form Elements with Type = “Text (30,000).”
Create a Form
Do you need to clone a Form?
Click the Clone button on the Form record you want to clone and follow the steps below to add/edit the Form Elements.
Navigate to the Forms tab and click New to create a new Form.
In your newly created Form, click the New Form Element button in the top right-hand corner.
You can now create a variety of questions.
About Form Elements
Using Forms and Form Elements is an easy way to survey your Attendees when they're registering for an Event, after they register, or after the Event has ended. This can give an insight on reporting to capture the voices and opinions of Attendees.
Supported Form Element Types
Big List Group
Checkbox
Date
Divider
Email
File Upload
Hidden
Multi-Select Picklist
Number
Parameter
Picklist
Text
Text (30,000)
URL
Click here for information about each Form Element type and how to set them up.
Add Form Elements
Form Elements can be added to several places, but first, there are a few picklist options that need to be added to the Type field on the Form object.
"Pre-registration": This is for answering Form Elements during the Checkout process. These will be displayed when the Attendee fills in their information to register.
Pre-registration Form Elements can be added at the Event level or to the individual Event Items but not both. Otherwise, the custom questions will be duplicated on the registration form.
This can also be set on an Event Item to be used with Visibility Control. This allows asking specific questions to specific Attendee.
"Post-registration": This is for answering Form Elements after the Attendee registers for the Event. The questions will be displayed on a confirmation page through their AttendeeLink.
Sorting Form Elements
Form Elements will no longer reorder themselves after their Sort Order has been set by an Admin.
NOTE: If two Questions on a Form Element have the same Sort Order position, the Question added first will be shown first.
Form Element Fields
Spaces and Picklist Values
When creating multiple Conditional Questions on a Form Element, do NOT add a space after entering a picklist value. Picklist values that include a space after the value will not save properly after an Attendee clicks Save.
Type: defines the type of question you want to ask.
Required: defines whether or not the question is required.
Maps To (Object)(Optional): defines where the Attendee's answer will go. If you select "Contact" from this picklist, the Attendee's answer will be defined on the Contact object.
Maps To (Field)(Optional): defines where the Attendee's answer will go. If you select "City" from this picklist and "Contact" from the Maps To (Object) field, the Attendee's answer will be populated on the “City” field within the Contact object.
Question defines the primary question.
Supplemental Question Information: This is a supporting field to the Question field. The text will appear below the primary question and can include any rich text, such as hyperlinks, colors, and formatting.
Default Value: defines the default value for a picklist, text field, etc. when an Attendee opens the registration form.
Default Checkbox Value: defines the default condition for a checkbox Form Element.
Hint: defines the help text for the question.
Check out the following screenshots below
Form Preview
From your Form record, there is a button called Form Preview that allows you to preview your form and change the Sort Order of questions.
To change the Sort Order, drag and drop a specific question or use the up/down arrows next to each of your questions.
View Attendee Answers
Field Limitation
The Dietary Preference field on the Attendee object is automatically set to map to the Dietary Preference field on the Event Item. As a result, the Attendee's Dietary Preference field does not work with custom Forms.
There are a few easy ways to view an Attendee's answers! The Forms are submitted to Salesforce through the Blackthorn Events Form Submission object. There are two Related Lists that can be added on the Attendee object to easily access an Attendee's answers: Form Submission & Form Submission Answer.
Navigate to the Form Submissions Related List, and click on the Form Submission Name you want to view or Navigate to the Form Submission Answer Related List, and click on the specific answer you want to view.
If a specific Form Submission fails to process, open the Blackthorn Events Form Submission, and click the Process button. This will reprocess the answers and submit the form properly.
The following Form Element Types do not map to the Answer field on the Form Submission Answer object. For the Types that are not mapped to the Answerfield, see the mappings below.
Form Element Type = "Date" maps to the Form Submission Answer Answer Date field.
Form Element Type = "Number" maps to the Form Submission Answer Answer Number field.
Form Element Type = "Multi-Select Picklist" maps to the Form Submission Answer Answer Text Long field.
Form Element Type = "Text (30,000)" maps to the Form Submission Answer Answer Text Long field.
Form Element Type = "Big List Group" maps to the Form Submission Answer Form Big List Option field.
Share Files Uploaded via Form Elements
Salesforce offers several ways to share files uploaded via Form Elements with = “File”. To learn more, select an option on Salesforce’s File Privacy and Sharing document that meets your requirements.