Forms Manual Follow

Setup > Forms 

Forms in your GoExpo site is a great tool to collect information from Exhibitors and Attendees. If your site has the Booth Sales Module, then your Implementation Manager will work with you to create a Booth Contract that closely models the event's previous contracts. 

Also, contracts can be used to collect permit information, additional agreements, surveys, and more. See below for the basics on creating a form on the GoExpo platform.

1. How to set up a form: 

1. 1. To copy a form that has already been created, simply select Copy next to the form and change the name to reflect the new Form title.
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   2. To create a new form from scratch, select New Form at the top of the Forms page, enter the name of the form and select Type: Custom. 
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   3. Once your form has been created, navigate to Settings next to the new form.   
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   4. Once on the Settings page for your form, Change the Confirmation HTML to the text that you prefer. This is the message that the submitter will see after completing the form.   
   5. Note: You must also enter a Confirmation URL. This is the page that the submitter will be redirected to 10 seconds after the message is finished displaying. If you do not enter a URL here, it will redirect the submitter to the login page for the Forms site. 
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2. How to change the title of a form: 

1. 1. Locate the form for which you would like to change the title. 
   2. Click Edit, which can be found to the far left of the current form title. 
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   3. Enter the desired title. 
   4. Click Save 

3. How to preview a form, and save its URL: 

1. 1. Locate the form you would like to preview and select Entries. 
   2. To view the form page, click the link next to URL to Form in the green info box. 
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   3. To view as public be sure to log out of admin access. 

4. How to download all Form entries 

1. 1. Select Entries to the left of the form title. 
   2. Located the blue info box at the bottom 
   3. For all entries in XLS form, click Download All Entries As XLS 
   4. For all entries in CSV form, click Download All Entries As CSV 

5. How to change placement of a field: 

1. 1. Select Fields to the left of the form title. 
   2. Locate the field for which you would like to change the placement, and hover over the grey bar on the left side of the field until you see the following cursor: 
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   3. Click and drag the field to the desired position in the form. 

6. How to edit the text of a form field: 

1. 1. Select Fields to the left of the form title. 
   2. Locate the field for which you would like to change the text, and select Edit at the far left of the field. 
   3. Locate the entry box titled Text and make the desired changes to the field’s text.   
   4. Standard HTML code will work in this field 
   5. Click Save 

7. How to toggle a field’s Requirement: 

1. 1. Select Fields to the left of the form title. 
   2. Locate the field for which you would like to change the text, and select Edit at the far left of the field. 
   3. Locate the entry field titled *User Access: 
   4. To make the field Required, select Required in this section 
   5. To make the field not required, select Editable in this section 
   6. Click Save 

8. How to add a contact to be notified of new form submissions: 

1. 1. Locate the form select Settings to the left of the form title. 
   2. The first field on the page is titled Email Notifications To:. Enter in the full email address for all contacts who wish to be notified whenever a new form has been submitted. 
   3. If more than one contact is to be added, separate email addresses with a new line, semicolon or comma. 
   4. Scroll to the bottom of the page and select Save.