Managing the Form Library

Creating beautifully branded and compliant forms is a necessary component for scaling any event program. The Form Library allows you to save time recreating the perfect registration experience by giving you the ability to save or reuse already perfectly curated forms with a click of a button.

Feel free to skip ahead to the end of this guide to watch a short video lesson!

Table of Contents

1. Overview
2. Form Library Management
    2.1 Adding a new form
    2.2 Applying a saved form 
    2.3 Updating a form 
    2.4 Saving form styling
3. Access to the Form Library
4. How-To Video

1. Overview

The Form Library is accessible on both the theme and event level within the upper left-hand corner of the Registration Form touchpoint. Every theme owner will have access to the Form Library, creating a collaborative environment for editing and designing forms across teams. 

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In addition to saving all form content (including questions with conditional logic applied), the Form Library will also save all styling that is applied to the form. 

2. Form Library Management

The Form Library allows forms created on the theme and event level to be added, reused, and edited. Let's check out each of these actions below.

 2.1 Adding a new form

Once you've created a new event and designed the perfect form, click on the Add to Library button to save the form.

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Make sure to provide the form with a unique name to differentiate it within the Form Library and hit Save.

When saving the form with the same name as another form that already exists the library, an error will appear prompting you to save the form with a different name. This ensures that forms remain separate and organized for easy navigation within the Form Library.

Once the form is successfully saved to the library, the Add to Library button will update with the language Added to Library to confirm the save has processed. 

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2.1 Applying a form 

If an event is created and requires use of a form saved to the Form Library, click on the drop-down menu within the left-hand side of the form and select Use Form from Library

The Form Library will appear with a list of all your team's saved forms. To apply a form, click on the desired form and select Apply Form.

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A confirmation screen will appear to ensure the selected form should be applied.

If you've selected the correct form to apply to your event and are ready to proceed, click on Confirm to apply the form.

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Note: If you've created an event from a theme, the form that displays on the event page will be a copy of the theme's form and not the theme's form that is saved within the Form Library. In order to apply the theme's form, you will need to use the drop-down menu to select the form from the Form Library.

2.2 Updating a form 

To edit an existing form in the Form Library, apply the form to the page using the left-hand drop-down menu, edit and design the form as needed, and then hit the Save button in the top right corner.

Easily update the existing form or save a new copy of the form by selecting the respective option in the screen prompt that appears.

Selecting the Update existing form option will apply your newly saved form to all themes and events that are currently using the original version of the selected form.

As a heads up, Splash will notify you with the number of themes and events currently using the form that will be updated. Click Confirm on the next screen to complete the process.

Selecting the Save edited form as a copy option will create a new version of the form within the Form Library and won't impact any other events or themes.

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Click on Confirm to create a new form. 



It's important to note that forms within the Form Library can only be updated. Any forms saved to the Form Library cannot be removed or deleted at this time.

2.3 Saving form styling

The design of any form is just as important as its content. In addition to saving all form questions, the font and color swatches of the form will also be saved in their current states.

To put it simply, if the third color swatch is selected as the background color on the saved form, then the third color swatch will also be applied as the background color on any page that uses that saved form. Please notes that the color of the swatches will differ depending on each page's selected color set.

3. Access to the Form Library

The Form Library is currently in limited release. If you don't see this option in your account, your organization may not yet have access.

 4. How-To Video

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