Create and manage submission form

This guide will help you:

• Set up, edit, and update the idea submission form across stages.

• Control what form fields are available in each stage of the process.

Setting Up the Idea Submission Form

1. Select the Channel

   • Choose the channel where you want to set up the submission form.
     
     

2. Access the Submission Form

   • From the left sidebar, select "Submission form".
     

3. Open the Form Builder

   • Click on "Edit form" to access the form builder interface.
     

4. Add a New Form Field

   • Click on the "Add" button to introduce a new field to the form. You can add a field at the end of the form or insert it between existing fields.
     
     

   • Select a field from the side panel
     

   • Rearrange the fields by dragging them to your desired order.
     
     

5. Publish the Submission Form

   • After making your changes, click "Publish" to save and activate the updated submission form.

Controlling Field Permissions Across Stages

You can control the permission of form fields at each stage of the process by managing:

• Which fields are required.

• Which fields can be edited.

• Which fields are visible.

Update multiple fields 

To update multiple fields at once, hold "Shift" and left-click to select the desired range of cells, then make your changes.

Field Settings

You can control the settings - conditional visibility, grouped options, field level permissions - for each field. Hover over the field and then click the button with the "three dots" 

Copy or import submission form from other channel

You can easily reuse the submission form from an existing channel.

• Click on "more actions" and select copy form.

• You can also copy a submission form from the submission form editor