How to create or edit a form?
Forms are used to gather information from participants: profile information upon registration, or entries when using topics or ideation. The form builder is always the same. You can watch the form builder tutorial, or discover all instructions below the video!
A form determines what information you ask when participants want to interact. Currently, there are 3 locations where you will find forms.
On your project, to manage project specific profile and registration fields
In your ideation module, to manage the interactive topics
Go to the section of your platform where you want to add or manage a form. In the ideation section, go to the right topic and click on "form". You'll see a screen similar to the screenshot below. Now you can start editing the form!
A form consists of different fields. Using the "new" button, you can add fields or questions to your form. You can drag and drop the fields of your form in any order you'd like, or you can use the up and down arrows on the right next to each field.
Each field has some specific characteristics (see below), and some general options. If you select a field on your form, you will see the settings on the right side of your form.
Input type: type of your field (see below for all options)
Internal name: name that will be used in the database
Required: is the field required to be filled in by the participant?
Private (only for topics): information that is shared in a private field will not be published on the entry, it will only be available in the backoffice
Title: public title that appears above the answer options
There are 9 types of form fields, each have specific options
Click on Save Form to save or update your form. In the ideation section, you will see a preview.
You can copy a form to re-use it.
If you copy a topic in the ideation section, the form will be copied automatically
To manually copy a form, take the following steps:
Go to the form builder of the form you want to copy
Click on the 3 dots next to 'save form'
Click on "copy form code"
Go to the topic form where you want to paste
Click on the 3 dots next to 'save form'
Click on 'Import code code'
Paste the code (CTRL C, or right-click and click 'paste')
Click on Import
Support needed? Don't hesitate reaching out via support@bpart.be !
1. Where are forms being used?
A form determines what information you ask when participants want to interact. Currently, there are 3 locations where you will find forms.
On your project, to manage project specific profile and registration fields
In your ideation module, to manage the interactive topics
Go to the section of your platform where you want to add or manage a form. In the ideation section, go to the right topic and click on "form". You'll see a screen similar to the screenshot below. Now you can start editing the form!
2. Adding and sorting the fields of your form
A form consists of different fields. Using the "new" button, you can add fields or questions to your form. You can drag and drop the fields of your form in any order you'd like, or you can use the up and down arrows on the right next to each field.
3. General options of form fields
Each field has some specific characteristics (see below), and some general options. If you select a field on your form, you will see the settings on the right side of your form.
Input type: type of your field (see below for all options)
Internal name: name that will be used in the database
Required: is the field required to be filled in by the participant?
Private (only for topics): information that is shared in a private field will not be published on the entry, it will only be available in the backoffice
Title: public title that appears above the answer options
4. Types of form fields and specific options
There are 9 types of form fields, each have specific options
| Type | Specifics |
|---|---|
| Short text | Placeholder text, Max Length |
| Long text | Placeholder text, Max Length |
| Checkbox | Single select checkbox, often user for newsletter opt-in |
| Checkboxes | Multiple select checkboxes |
| Radio | Single choice answer, all answer options are visible |
| Select | Single choice answer, answer options are hidden in a dropdown, you have a placeholder text that shows when there's no answer given yet |
| Image | Upload an image, the placeholder text appears on the upload button (standard "select an image") |
| File | Upload any file, except videos, the placeholder text appears on the upload button (standard "Select a file") |
| Map | Indicate a location, set the standard location to start from, the placeholder text appears in the search bar on the map (standard "search"), you can upload a custom marker (standard marker is the red google maps pin)) |
5. Save and preview
Click on Save Form to save or update your form. In the ideation section, you will see a preview.
6. Copy a form
You can copy a form to re-use it.
If you copy a topic in the ideation section, the form will be copied automatically
To manually copy a form, take the following steps:
Go to the form builder of the form you want to copy
Click on the 3 dots next to 'save form'
Click on "copy form code"
Go to the topic form where you want to paste
Click on the 3 dots next to 'save form'
Click on 'Import code code'
Paste the code (CTRL C, or right-click and click 'paste')
Click on Import
Support needed? Don't hesitate reaching out via support@bpart.be !
Updated on: 17/09/2024
Thank you!