The Categories section of the Forms Manager is used to create, store, and report on the custom forms that appear on the front end.
Access the category form builder and begin assembling a new custom form by clicking the Create Category link and then selecting a Form Type.
Jump to Section:
• Approval States and Moderators
Form Types
There are three primary form types:
• Digital Listing - For digital content upload forms (e.g., products, press releases, & show specials).
• Generic Form - For information collecting (e.g., exhibitor insurance forms & speaker agreements).
• Session Proposal - For submissions associated with the Call for Proposals and Conference add-ons.
Note: The Online Exhibitor Contract form type is visible but should not be selected at this time.
Category Form Builder
The category form builder may display up to four unique sections:
• Category Details - Define settings associated with the category form.
• Category Image - Upload and display a default image for all submissions created using the form.
• Approval States and Moderators - Visible only on the Session Proposal form type.
• Field Editor - Add or remove custom fields to display info and collect data on the form.
Category Details
Category form settings vary based on the selected form type. Some settings are only applicable for the Session Proposal or Digital Listing form types. Review the setting descriptions below to learn more about each option.
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| Setting Name | Option Description |
| Category Name | The name attached to the form that appears on the front end. |
| Description | A brief explanation about or reason why the form is needed. |
| Email Addresses | List of users who receive an email when the form is submitted. |
| External Integration Type |
Define the integration type to enable the sync with Global Admin. Select the A2Z Personify OIDC IDP option from the dropdown if your portal has IDP enabled. |
| External Integration Id |
The GA Event ID used to enable the sync of event-specific data. This field becomes visible after the External Integration Type field is defined and must be populated to successfully enable the sync between systems. |
| Booth Selection | This field setting is not operable at this time. Functionality is coming soon. |
| Searchable | Include the form and form submissions in site searches. |
| Hide from Front-End Category List | Controls the display of the form on the front end of the portal. (e.g., Select to disable visibility in the Add Listing dropdown menu on the marketplace gallery page.) |
| Exclude from Recommendations | Controls the appearance of submissions on review blocks where the Show Recommendations block setting is selected. |
| Use Approvals? |
Enable manual review and approval for form submissions. Approve pending submissions if approvals are enabled by adding the Reviews > Approve Review Item block to the Listings - View Item page. |
| Disable Creation & Editing |
Disables edit access to existing form submissions and prevent new submissions by site users. Site Admins retain access to create, edit, and delete items if this setting is selected. |
|
Disable Ratings and Comments *Used for Call for Proposals and Conference add-ons |
Prevents grader's ability to rate and comment form submissions. |
|
Show Reviews & Ratings for Submitter *Used for Call for Proposals and Conference add-ons |
Controls submitter's access to view grader feedback of session proposal submissions. |
| Show Status for Submitter | Controls submitter's access to view the status of their form submission when the manual approval process is enabled. |
|
Hide Submitter Name (Blind Review) *Used for Call for Proposals and Conference add-ons |
Prevents graders from knowing who submitted the proposal and enables the blind review process for session proposal submissions. |
|
Show Reviews Ratings for Reviewer *Used for Call for Proposals and Conference add-ons |
Controls when graders are permitted access to view grades and ratings submitted by others. At all times - Allow graders to see all reviews and ratings at all times. After submission of their own review - Allow graders to see session proposal reviews and ratings only after submitting their own. Never - Prevent graders from seeing session proposal reviews and ratings at all times. |
| Hide Add Photo Prompt | Controls the display of the Add Photo option after a user submits the form. Select to disable and prevent users from uploading an image associated with the form submissions. |
| PDF Export | Controls the ability to download a PDF of the results by site users. Select to allow site users access to download. |
| External Link Label |
Controls the display of a button that links to an external site. Enter a button label, e.g., Buy Now or Learn More, to let submitters provide an external link. |
| Who Has Access to View |
Controls visibility of the form on the front end of the portal. Everyone - Allows visibility of form submissions to all site users. Organization Members Only - Limits visibility of form submissions to all users except exhibitor contacts and users associated with an organization. Owners Only - Limits visibility of the submission to all users except the submitter. |
| Form Type | Specify the kind of form associated with the category. |
|
Digital Listing Badge *Limited to Digital Listing Form Types |
Controls the display of an icon associated with the form submission. If defined, the badge icon appears on the table view of the organizations > organization list block (e.g., exhibitor list). |
|
Proposal Submissions Allowed *Limited to Session Proposal Form Types |
Specify the start and end date and time in which users are permitted access to submit session proposals. |
| Allow Tagging During Item Creation |
Controls the ability of submitters to manually associate tags with their submission. Tags are most commonly used with the Matchmaking add-on. |
| Enable Organization Limits |
This setting limits the form visibility to exhibitors only and only appears as an option after a form is saved and created. Disable the form on the Exhibitor profile progression completion bar by navigating to Site Building Tools > Organizations Manager and then de-selecting the Enable checkbox on the details table. |
Category Image
Category images are not required but may be uploaded to create a more uniform look across form submissions on the front end.
If a category image is not defined, listings created after the form is submitted do not display a photo unless manually added by the submitter via the Add Photo prompt.
Approval States and Moderators
The Approval States and Moderators section is only visible when the Session Proposal Form type is selected.
Important Notes:
- Enter multiple email addresses, separated by a comma, to designate a Category Moderator and grant limited admin permissions to the specified user accounts.
- Category moderators have access to review unapproved form submissions for their assigned category, however, all other site admin permissions are restricted.
(e.g., category moderators can assign graders to a session proposal, view proposal submissions, manage the status of pending proposals, etc. but cannot access the site admin panel.)
- Specify Approval States that appear on the front end by toggling the Enabled checkbox.
- Approval states are managed in the Access & State Settings section of the Forms Manager.
Field Editor
The Field Editor section allows site admins to view a live preview of the form and manage the individual fields that are visible. The left menu is grouped into three sections:
Add Field - Add, manage, and remove individual fields that appear on the form
Important Notes:
- There are 18 unique field types to choose from when building your form.
- The first two fields on all forms must be the text field and/or text area field type.
The form will not work as intended if either the Title or Description fields are removed. Rename the field labels, if desired, to ensure your category form can be submitted.
- Add new fields by clicking the desired Field Type.
- Click, hold, drag, and drop to rearrange the order in which they appear on the front end.
- To delete a field, click the field in the Live Preview, then click the red remove field icon.
Field Settings - Manage unique settings associated with individual fields.
Important Notes:
- Click the Field Settings tab label or click the field in the Live Preview to modify field attributes (e.g., field label/name, description, options, requirements, etc.)
- Select the Required? checkbox to prevent submission of the form if the field is empty.
Tabs - Display individual fields in groups and separate them across multiple tabs on the same form.
Review Item Category Report
Site Admins can access reporting functionality at the bottom of each category form.
The Review Item Category Report displays the following columns of data:
|
Column Name |
Column Description |
|
Item ID |
The unique ID number associated with the form submission |
|
Category |
The form name used to create the submission. |
|
Created At |
The date and time in which the submission was entered. |
|
Username |
The username associated with the account that created the submission. |
|
Submitter Email |
The email address associated with the account that created the submission. |
|
Organization |
The company assigned to the user account that created the submission. |
|
Status |
The approval state of the submission at the time the report was run. |
|
Booth # |
The booth number assigned to the organization of the user that created the submission |
| All Custom Fields added to the Form | Data entered by the submitter for all form submissions. |
To export a CSV file of data associated with the category form:
1. Click the Run Report button.
2. Refresh the page to monitor until the Status updates to Completed.
3. Click the Download CSV button to open or save a copy of the file.
Important Notes:
- Files uploaded by exhibitors or other site users are only accessible to download on the front end of the portal.
- Click the Run Report button before generating a new report each time to ensure data is accurate and returns the most up-to-date information.
- The Reports queue lists the date and time of all previously queued reports.