---
title: "Form and Event Notes"
slug: "form-and-event-notes"
updated: 2026-03-27T19:13:56Z
published: 2026-03-27T19:13:56Z
canonical: "knowledge.technolutions.net/form-and-event-notes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Form and Event Notes

If your process calls for the collection and review of data pertaining to activities such as events and travel, you may consider using a Form/Events Notes scoped form. This article will provide a step-by-step process on how to create and assign notes to events, forms, and trips within Slate.

## Creating a notes form

1. Select **Forms** in the top navigation bar.
2. Select **New Form**.
3. Enter the following User configurations in the popup window:
  - **Page Title** - The Page Title will display to the user as the title of your form.
  - **Folder** - Keep your forms organized by putting your form in a folder. Select Other to create a new folder.
  - **Status** - Set the Status to Confirmed/Active.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/notes form 2.png?sv=2026-02-06&spr=https&st=2026-10-12T12%3A43%3A52Z&se=2026-10-12T13%3A43%3A52Z&sr=c&sp=r&sig=ISpKmZUNRToFCflp9ujhP4XdutyFp8LUBmGQXS03t00%3D)
4. Select **Save**.
5. Select **Edit Form**.
6. Select **Edit Properties** and set the scope to **Form/Events Notes**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/notes form 3.png?sv=2026-02-06&spr=https&st=2026-10-12T12%3A43%3A52Z&se=2026-10-12T13%3A43%3A52Z&sr=c&sp=r&sig=ISpKmZUNRToFCflp9ujhP4XdutyFp8LUBmGQXS03t00%3D)
7. Select **Save**.

## Assigning the notes form to an event, event template, or form

1. Select **Forms** or **Events** in the top navigation bar.
2. Select the form, event, or event template to which the Notes form should be assigned.
3. Select **Edit Form**.
4. Select **Edit Properties** and select the Form/Event Notes-scoped form from the **Notes Form** select list.
5. Select **Save**.
6. Navigate back to the form, event, or event template that the form was assigned to and select **Notes**.

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/notes form.png?sv=2026-02-06&spr=https&st=2026-10-12T12%3A43%3A52Z&se=2026-10-12T13%3A43%3A52Z&sr=c&sp=r&sig=ISpKmZUNRToFCflp9ujhP4XdutyFp8LUBmGQXS03t00%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/notes.png?sv=2026-02-06&spr=https&st=2026-10-12T12%3A43%3A52Z&se=2026-10-12T13%3A43%3A52Z&sr=c&sp=r&sig=ISpKmZUNRToFCflp9ujhP4XdutyFp8LUBmGQXS03t00%3D)
7. The Notes form will now display when selecting Notes in the top right corner.

## Assign the form to a trip

1. Select **Events** in the top navigation bar.
2. Select on **Trips** in the Events drop-down menu.
3. Select on the trip you wish to edit.
4. Select **Edit** and select the Form/Event Notes scoped-form via the **Notes Form** drop-down.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/notes form 4.png?sv=2026-02-06&spr=https&st=2026-10-12T12%3A43%3A52Z&se=2026-10-12T13%3A43%3A52Z&sr=c&sp=r&sig=ISpKmZUNRToFCflp9ujhP4XdutyFp8LUBmGQXS03t00%3D)
5. Select **Save**.
6. Navigate back to the trip that the form was assigned to and select **Notes**.
7. The Notes form will now display when selecting **Notes**.