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How To Build a Request Form

Updated

Introduction / Overview

  • This guide explains how to build custom request forms by creating additional order fields that will appear when users submit requests for your events and assets.
  • Request forms allow you to collect specific information from users based on your business needs, whether for ticketed events, non-event assets, or specific categories.
  • Before starting, ensure you have admin access and understand your organisation's data collection requirements.

Activation & Set-up

  • Step 1: Go to your company settings
  • Step 2: Click on the "Lists" tab,
  • Step 3: Scroll down to locate the "Additional Order Fields" section - this is where you'll build your request form

Steps / How-To

  1. Add Your First Form Field
    • In the Additional Order Fields section, click "Add Order Field"
    • This opens the field creation interface, where you'll configure each question
  2. Select Field Type
    • Choose from Content Types (for informational elements):
      • Section Header: Creates headings to organise your form
      • Text Section: Adds descriptive text or instructions
    • Choose from Input Types (for data collection):
      • Date Field: Collects date information
      • Drop Down List: Provides selectable options
      • Email Field: Captures email addresses
      • Number Field: Collects numerical data
      • Text Field: Allows free-text responses
      • Tick Box: Creates tick boxes for yes/no questions
      • Email Approver: Designates approval workflow contacts
  3. Configure Asset Type
    • Select where this field should appear:
      • Events with Tickets: Shows on ticketed event requests
      • Non-Event Assets: Displays on non-event asset requests
  4. Set Business Objective Parameters
    • Choose "All Objectives" to display the field across all business objectives
    • Or select "Specific Objectives" and choose from the dropdown which business objectives should include this field
  5. Define User Division Access
    • Select "All Divisions" to show the field to all users
    • Or choose specific divisions that should see this question
  6. Apply Category Filters
    • Choose "All Categories" to apply the field universally
    • Or select specific categories (e.g., separate questions for F1 tickets vs. football tickets)
  7. Set Page Placement
    • Choose whether the field appears on Page 1 or Page 2 of the request form
  8. Build Field Content
    • Enter the field name/question text
    • For dropdown fields: Add all available options
    • For text fields: Set maximum character length if desired
    • Use the "Required Field" tick box to make responses mandatory
  9. Save and Organise
    • Click "Save" to create the field
    • Repeat steps 1-8 for each additional field needed
    • Use the three-line sort handles on the right to reorder fields by importance
  10. Preview Your Form
    • Navigate to an event to see how your completed request form appears to users
    • Test the form functionality to ensure it meets your requirements

FAQs

  • Q: Can I create different forms for different types of events? A: Yes, use the Categories setting to specify which event types should display each field, allowing you to create customised forms for different event categories.
  • Q: Can I make fields visible only to specific user groups? A: Yes, use the User Divisions setting to control which user groups see specific fields, allowing for role-based form customisation.
  • Q: How do I reorder my form fields after creating them? A: Use the three-line sort handles on the right side of each field in the Additional Order Fields section to drag and drop fields into your preferred order.
  • Q: What happens if I don't set a field as required? A: Non-required fields will be optional for users, allowing them to skip those questions when submitting requests.

Related Articles / Resources

Conclusion

  • You've now successfully learnt how to build custom request forms using additional order fields, enabling you to collect specific information tailored to your business needs.
  • Remember to test your forms after creation and adjust field ordering based on user feedback and data collection priorities.
  • For additional customisation options or troubleshooting, refer to the related articles above or contact support for assistance.

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