To edit a form:
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Go to Plan > Forms and click the
edit icon to the right of the form's name in the list of the event's forms. -
Use the navigation links on the left to edit the form. Each has a specific function:
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Left Navigation Link |
What It Does |
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General settings for the entire form. The page layout settings determine which sections appear in the form and the order in which they appear. |
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Configures the first page attendees see in the form. This page can be used to deliver registration instructions and can also optionally restrict access to the registration form. |
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Determines what contact information will be collected from the attendee, and which fields are required. |
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Configures which Event Setup Attendee Types" data-rhwidget="HyperlinkPopover" data-loaded="true" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"attendee types will be displayed on the form and how they will appear. |
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Configures which custom questions will be displayed on the form to collect additional information from the attendee. |
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Determines which agenda items will be displayed on the form. The planner can use this section to format the appearance of program items, and break them into up to multiple sections for inclusion in the form. |
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Configures settings for the Sessions page of the form, where attendees select the sessions to attend. Available only if Speaker and Session Management is enabled for the event. |
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Configures the Verify/Edit page of the form, where registrants review their information and can opt to make changes prior to completion. |
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Configures settings for the Confirmation page of the form, usually the last page, from which a confirmation email can also be sent. |
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Configures settings for the Appointment Preferences section of a form. See Setting up an Appointment Preferences form. |
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Configures settings for the Group Rotations section of a form, in which attendee can select their rotation for appointments. |
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Determines the appearance and behavior of the Payment collection page of the form for those events that charge fees. |
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Configures settings for the Accommodations page of the form, where attendees choose hotel, room, and room sharing preferences. |
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Configures whether and how attendees can register others under their own registration, potentially paying for them all at once. |
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Configures the Travel page, on which registrants can submit their travel requests/information, including selecting flights if the Flight Packages sub-module of the Travel module is enabled for the event. |
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Enables the planner to create logic rules that can cause certain elements in the form to display only when the rule criteria are satisfied. |
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Enables the planner to build sections of HTML that can be included in various parts of the form. Often used to provide additional information to the attendee during the registration process. |
It helps be able to see the registration form during the form editing process so you can see the results of the changes you make.
There are two ways to achieve this:
Best practice: Select Enable split screen edit mode in Forms > Setup. That enables you to see both at the same time.
Alternatively, open the form you are working on in a separate browser window, so that you can toggle between Certain and the form preview. (See the instructions on previewing forms.).
Any comments about this Help topic? © 2020 Certain, Inc.
Note: Help topics may include features about to be released.
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