Submission Form

The Submission form is the form that members complete to submit their ideas to a campaign. This process enables one to specify the information needed when submitting an idea.

In the campaign settings, this tab consists of three elements: the Submission form, System Fields, Custom fields and Section.

Community admins or Campaign admins can reorder or drag and drop the elements in the idea submission form as well as reorder them on the form using the 6 dot icon beside each element.

To remove any particular element click on the 'x' and save. The removed elements will be added back to the left side of the submission form.

Submission Form

The Submission form includes a toggle that switches between Editing and Preview modes. Editing mode is where you configure all form fields, and Preview mode shows how the questions will appear to members when they submit an idea to the campaign.

The **Use Template** dropdown displays a list of submission forms that were created in other campaigns, labeled with their respective campaign names. This allows an admin to reuse a submission form from a different campaign in the current campaign without needing to recreate or reconfigure it from scratch. After a template is selected, the admin can still edit and customize the submission form for the current campaign as needed.   

Two questions, Title, and Description, can not be removed however, the community admin can edit the fields by clicking on the pencil icon.

User Instructions will be displayed when the pencil icon is clicked. Provide special instructions for the members to fill out the fields.

Title User Instructions: The instructions will be displayed to members while they fill in the Title field in the Idea submission form.



Description User Instructions: This will display the details or instructions to help the members fill in the Description field properly.

System Fields

The system field allows the admin to add additional fields to the submission form so that more details can be captured about an idea at the time of submission.

In order to add any of these fields, drag and drop them into the Submission Form.To disable, hit the 'x' in the right corner of the field to remove and it will return to the Idea System fields section. Hit Save after any changes.

The list of system fields available are as follows:

1. Idea submission instructions: Use this field to provide any guidelines or requirements that members must follow when submitting an idea.

2. Linked Ideas: This will allow the idea submitters or the moderators to link the ideas to the most relevant ideas that are already existing.

3. Tags: Adding tags to the ideas is made possible.

4. AttachmentField: This will allow idea submitters to attach a supporting or relevant image or document for the idea. 

5. Co-submitters: The idea behind having idea co-submitters is to give permissions to the co-submitters just like the submitter.

6. Submit Ideas on Behalf of: The admin of the community would be able to submit ideas on behalf of other users.

7.Private Idea Submission: Adding this field allows members to submit ideas privately. Admins can configure it to either force all submissions to be private, or to notify admins, moderators, and authorized groups when private ideas are submitted.



8. Submit Idea anonymously: Add this field to allow members to submit ideas anonymously. Admins can configure it to either require all submissions to be anonymous or let members choose whether their ideas remain anonymous.

Custom Fields

Custom fields allow you to gather specific information of the member submitting the ideas. The admin can choose to add and configure new fields for your submission form or edit the existing ones.

In order to add any of these fields, drag and drop them into the Submission Form.To disable, hit the 'x' in the right corner of the field to remove and it will return to the Idea System fields section. Hit Save after any changes.

Section

These let you group multiple custom field questions inside a single parent question. You can also link a custom field’s response so that its answer populates or controls a related custom field.