Designing the submission form

Learn how to design the submission form so you can collect the information and data you need.


The guidance below is for event administrators/ organisers. If you are an end user (eg. submitter, reviewer, delegate etc), please click here.

NB: Not all of the features below will be available in the FREE package. To view the limitations, click here.

 

Skip to written instuctions.

 

Skip to:

Preview

Header and footer

Combined word limits

Submission fees

IEEE copyright

Adding tags for visibility

Display settings

Editing the content of a question

Deleting a question

Adding a new question

Changing the order of questions


To view, design or edit a submission form, go to Event dashboard → Abstract Management → → Submissions → Form & Setup.


The submission form will then be displayed. 


 

Clicking on Preview allows you to see the form as an end user.




 

Click on the Header and Footer message to open the fields for the header and footer. 


 

Edit to your requirements and click Back to Form when you are done. Changes are saved automatically. 



 

Instructions for setting Combined word limits are here.



 

Submission fees and IEEE Copyright (below)

 

IEEE Copyright

If you wish to enable this, click on the link, complete the fields, and click the Enable on submission page toggle.


 

Adding tags for visibility

You will notice there are tags on some questions

See Question tags for guidance




Display settings

Towards the right hand side of each question, there is a Display settings label. Click on the icon to the right (in this case a tick) to adjust how the questions will be displayed to the end user.


 

The standard options are below (there will be more if you have the Standard and Professional Conference Package) These options will also appear at the bottom of the each question, when you click to edit them.

Optional - a response to the question is optional

Enabled - the question is visible and a response can be entered.

Required - the question is marked as mandatory - if no response, the submission will be marked as incomplete.

Read-only - the question is visible but a response cannot be entered, (typically used if a response has been given, and you don't want the user to be able to edit.)

Settings - see Question tags

NB: If you mark a question as Hide or Read-only as Required(*), the submissions will be marked as INCOMPLETE.  To warn you of this you will see a red symbol next to the question, see below. 

 




Editing the content of a question - (Note that all changes are automatically saved.)

Click on any question to open up the Edit question screen below. Different types of questions will have specific elements. Below is an example of a text editor question - the text editor types are only available in these questions. See Question types for more information.

 

1) Amend the title (Question name - this field is mandatory)

2) Set a word limit, (Word limit (optional))

3) Set a character limit (Character limit (optional))

4) Check this box if this question's response is the title of the submission. Note: this is used to pick up the title of the submission when emailing a submitter.

5) Choose the formatting you wish to make available (Text editor type)

6) Add a description (this will be the text of the question) 


In the lower half, you can find the question display settings




 

Deleting a question -  click on the question you wish to delete.

Then click on Delete question. Click Back to form when you are done.


 

NB: Deleting questions in multi-stage events may have adverse consequences.

 

You have the option to restore it at a later date,  along with any responses, should you require.




Adding a new question - To add a new question, click on the +Question button at the top of the submission form.  See Question types



 


Changing the order of questions - You can drag and drop the questions up and down to change their order.