After configuring the details for a registration type (attendee, sponsor/vendor, volunteer, other), the Form Builder appears.
Add the elements by dragging and dropping them from the panel on the right side of the screen.
As you build your form, we recommend renaming the field of the element(s), located under ‘properties’. This field name will display in the export, so if the name is not unique you may have trouble identifying which question it is referring to.
For example, this Checkbox group element has been renamed to “T-Shirt” after being dragged and dropped into the form, and is shown below. The name field is what will display in the export.
To mark an element as a required field, expand the ‘Validation’ section and find the setting titled ‘Required’. Toggle it on and note the red asterisk that appears to the right of the field label, providing a visual indication this field is required.
GLOSSARY:
Element: Question types used to build forms (e.g. of fields: name, phone number, demographics)
✓ TIP:
The form builder auto-saves as you work. You may exit using the Go back button at the top left of the screen and all progress will be saved under the respective registration type.
✓ TIP:
There are some advanced tools when customizing the elements in the Form Builder. Validation and Conditions are sections after data and layout on the panel on the right side of the screen. Here you are able to create validation for certain elements (e.g. making fields required or nullable). You are also able to add conditional elements (e.g. Do you have allergies Yes/No? Provide a text entry element only if response is "Yes")
If you have any questions regarding the utilization of these tools please feel free to reach out to PEARS Support.
If you have any questions regarding the utilization of these tools please feel free to reach out to PEARS Support.