Form parts
Create reusable form sections that can be added across multiple forms and events, helping you save time and keep your data collection consistent.
How form parts function
- Form Parts are reusable sections that can be combined to create forms.
- They are created and managed in Events HQ.
- The same Form Part can be used across multiple forms and events.
- Updating a Form Part will automatically update every form that uses it.
- Form Parts can contain any of the available form fields.
- Form Parts are currently supported on Preference forms, and within the System forms section Product and New forms. They are not supported on Invoice, Personal and web forms.
- Forms with parts in them will be cloned with the event if forms are selected for cloning
- Form Parts also support data re-use, allowing users to populate a form with information they have previously submitted.
Creating & managing form parts
Note 🗒️
Access to Event HQ is required therefore you need to have a Super User role in Evessio
To create a form part, click your name in the top right corner and choose Events HQ.
Next click Settings > Forms > Form part
Create a new form part
Click the green + New Form Part button in the top right.
You can add a part name for the form part, this is visible by admins only, for when you adding this form part to forms within your event.
Then enter the Field labels and Field types, you can add as many as you want in the part.
Most form fields have optional properties, these properties are set in the event not the form part so that events can add local variations to how the data is captured
If you would like to learn more on the Fields themselves such as how properties on a field work, click here
Click Save when complete.
Once you have a form part built it will be listed in the Form Parts page via Events HQ.
From this page, you can click View details for a quick view on the questions inside the form parts.
You can click the green copy button to replicate the form part or you can click hide to deactivate the form part, if hidden, it will not be available in events to choose from.
Edit a form part
In Events HQ click Settings > Forms > Form part > Click the name form part with the pencil icon.
Warning ⚠
You will be notified if this form part is currently being used in event forms. So make sure you are aware that any edits to the form part means it will also effect those event forms.
Hover over the blue text which reads the amount of forms which will be effected to see the names of the events
Otherwise you are able to edit the part name and/or the form part fields, click save when complete.
Combine a form part
In Events HQ click Settings > Forms > Form part
Existing form parts can be selected and combined into a new form part.
Note 🗒️
The original Form Parts are used only as a source for the fields. The new combined Form Part is created independently and does not retain a link to them.
This means that changes made to any of the original Form Parts will not update the new combined Form Part.
Example: If you combine Form A and Form B, they will still be independent forms, but you now have Form C which is a combination of them both and its own independent form part.
To do this, tick the checkboxes of the form parts you with to combine into a new form and then click the Combine Parts button.
You can then follow the steps from above to edit or build more fields on your new form part.
How to use form parts
In your event, navigate to Website > Forms > System forms > Choose the system form you are working on and you will see an Add form part section to the right.
You choose your form part from the drop down menu and then click the +Add Part button to add it to your event system form.
When adding form parts to event system forms, you will notice a Jigsaw Puzzle icon in the top right of the part to signalize its using a form part. The border colour of the part will also stand out to the others.
Note 🗒️
Form Parts cannot be edited from within an event form in which they have been added to. They can only be edited from Event HQ.
