Scheduler Report Form
- 17 Jun 2024
- 3 minute read
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Scheduler Report Form
- Updated 17 Jun 2024
- 3 minute read
- Print
- DarkLight
- PDF
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A report form can be attached to Scheduler slots, so staff can easily submit information about the appointment.
How it works
Interviewers access the form by clicking a personalized report form link. The form is automatically associated with the interviewee’s record by means of a Scheduler template.
While staff complete the form, they can see the name and email address of the interviewee’s record at the top of the form.
How you’ll build it
Creating the scheduler report form takes four steps:
Create the Scheduler report form.
Associate the form with the Scheduler template.
Submit the form.
Step 1: Creating the Form
Create a new form
From the main navigation, select Forms.
Select New Form.
Configure the following settings:
Page Title: This text appears for the interviewers when accessing the form.
Folder: Keep forms organized by putting the form in a folder. Select Other to create a new folder.
Status: Confirmed/Active
Description (Optional): Select the Description tab to add information that appears to staff following the form title.
Select Save.
Select Edit Form.
Configure form fields
Use the form builder palette to drag the desired content to the form.
🔭 Scopes must match
The Scheduler form and the report form must have matching scopes. For example, if the registration form is person-scoped, the report form must be person-scoped as well.
Set form scope in Edit Form > Edit Properties > Scope.
❄️ Use unique field labels and export keys
Using a unique field label and export key for every field on the report form makes it easier to identify and export data.
For example, if there are multiple comment fields on the form, give each one a unique label (“Motivation Comments,” “Leadership Comments”) and a unique export key (motive_comments, leader_comments).
🗺️ Include mapped fields for reporting purposes
Most of the data collected on an interview report form will typically be through unmapped form fields. However, a system field can be mapped if the value is needed for other form calculations.
Report form field behavior is the same as other forms in Slate: submitted data can always be exported, used in queries, and displayed in the Reader.
Step 2: Linking the Scheduler report form to a Scheduler template
📖 Required reading
See Scheduler to create a Scheduler template.
Attach the report form to the Scheduler template by configuring the registration form:
From the main navigation, select Events.
At right, select Scheduler.
Under All Folders, select Templates.
Select the desired scheduler template. The template for the form appears.
Select Edit Form.
Select Edit Properties.
From the Report Form list, select the form you just created. This links the report to the slots that use this template
Select Save. A Submit Report link now appears to staff when a constituent registers for a slot.
📨 Communicating with staff
A report link is now available as a merge field for communications. Use this merge field in a communication that sends to staff.
Never include the
{{Form-Report-Link}}merge field in a communication that sends to the registrant. The report form should only be sent to staff.
Step 3: Submitting the form
Select a Scheduler slot to review the registration information for that slot and to submit the report form.
⚠️ New submissions for the same record overwrite old ones by default
Report submissions are overwritten if the Submit Report link on the Form Response is used.
You’ll know a report form response already exists if the Submit Report button instead says Edit Report.
📚 Allowing multiple submissions for the same record
If you require multiple report form submissions for the same record on the same Scheduler template, configure the report form to allow multiple submissions.
Your interviewers now instead access the form by:
Copying and pasting the report URL
OR
Clicking a customized link using query string parameters to a URL in a mailing, rather than clicking the
{{Form-Report-Link}}merge field link in an Event Communication.
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