Note: We are transitioning to a new submission form. See how it works here.
This article will help you to
- Set up an idea submission form
- Change an already existing idea submission form
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Set up an idea submission form
1. Click on Admin and then the channel in which you want to set up a submission form.
2. From the left sidebar, select Submission form.
3. Click on Edit form in the upper right corner to access the form builder interface.
4. Add a new form field by clicking on the Add field to introduce a new field to the form.
Note: You can add a field at the end of the form or insert it between existing fields.
5. Select a field from the side panel.
Tip: Rearrange the fields by dragging them to your desired order.
6. After making your changes, click Save 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 at once
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.
1. Hover over the field and then click the button with the three dots.
- Conditional visibility - Only show a certain field if a condition applies.
- Group options - Organize options in one field based on selections in another field
- Field level permissions - Choose who can view and edit a field
Import or copy submission form from other channel
You can easily reuse the submission form from an existing channel. There are two methods of copying an existing submission form.
Copy submission form
1. Click on More actions and select Copy from channel.
2. Now select the channel from which you want to copy the submission form and click Copy form.
Import submission form
1. Click on More actions and select Import form.
2. Click Add file and then select the file you want to upload from your computer and then click Replace Form.
Note: If you add a new element in one of the further stages of a campaign, an idea update will be required from the idea authors.
We hope this article has been useful for you.
If you need more help, feel free to reach us: