Using the Meeting Request Form Designer

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The meeting request Form Designer allows your to customize your portal using a responsive site. Follow the steps below to customize your meeting request form. Need to create or edit the meeting request form's settings? Reference this article instead.
 

Adding a Header
 
1 Access the Site Designer. Begin by clicking Admin in the top right. Hover over Meetings Management
and, under Forms, click Meeting Request Forms. Click the name of the form you want to customize.

Click Open Form Designer.
 

2 Add a header. In the top left of the canvas, click the Form dropdown, then, in the Header and Footer section, click Header & Footer.

On the canvas, hover over the Header section, and click the orange section header.
 
User-added image
 
To the right of the canvas, in the Background Image section, click Add Image. Open a folder from the Media Library, then select an image. Click the arrow in the top-left to return to the section settings. Ensure Scale to Fit and Horizontal Repeat are selected to keep the image's proportions.
 
NOTE: Avoid using background images with static text directly on them. Instead, select a design-only image and use widgets to add your text on top.
User-added image
 


Once you're done, click Save.


Customize the Website's Theme
 
1 Access the Global Theme section of the Site Designer. Instead of individually editing each widget, customize the global theme to apply your style selections to all widgets at once.


Begin by clicking Admin in the top right. Hover over Meetings Management and, under Forms, click Meeting Request Forms. Click the name of the form you want to customize.

Click Open Form Designer.

Click Theme to the right of the canvas.
 
2 Select a theme. Click Change Theme to determine the basic design of your form.


 
NOTE: The available themes' colors and fonts can be customized, but they currently align with WCAG for 508 compliance.

3 Customize the colors, if necessary. To customize the theme colors, click Colors to the right of the canvas. The first three make up your background colors, while the last two are your text. Notice that the first three contrast with the last two. This has to do with being 508 compliant and aligning with WCAG. If changing the colors to match some of your branding, it's best to pick similar colors, keeping the background light and the text dark, or vise versa.

To change the color, click the textbox and enter a HEX value, or select a color from the color picker.

4 Set the dimensions. Click Dimensions.

The website layout width stretches your sections to fit the length of the screen. We recommend that you check Fit to Entire Screen.

The website content width determines the width of your widgets within the sections. It is recommended that you do not check Fit Content to Full Width, as this can stretch your widgets out. Instead, we suggest setting the "Max." to 1024 to ensure your images fill the screen without stretching it.


5 Customize the text styling options. Click one of the components from the Text Styling section. Here you can choose how the text, background image, background, border, and spacing will display.
 
User-added image

Once you're done, click Save.
 

Adding and Customizing Widgets
 
1 Access the Site Designer. Begin by clicking Admin in the top right. Hover over Meetings Management
and, under Forms, click Meeting Request Forms. Click the name of the form you want to customize.

Click Open Form Designer.
 
2 Add your structure. Your webpages are a mix of sections and widgets. They work together to establish how your content will display depending on the size of the device that the form is being viewed on. For instance, if you're displaying a row of images with text underneath, the section's column set up will determine how the content displays. While there will be very little difference when viewed on a large desktop, the display can shift dramatically when viewed on a mobile device.

 
To determine how many columns your section has, click Build to the right of the canvas. In the Structure and Organization section, drag and drop the Section widget onto your canvas. The Section Editor will appear to the right of the canvas. Scroll down to the Section Layout section, and click the number of columns you would like. If you select two or three columns, determine the ratio.
 
3 Add content widgets. Now it's time to add content to your section. Drag and drop a widget onto the canvas.
 
User-added image

If you're adding a Field widget, check the boxes next to the fields you want to add, determine a label placement, and if you want to make the fields required or not. Then click Add Fields.

Use the section to the right of the canvas to make any updates to the widget.

 
NOTE: Pressing just Enter in a text box field to create a double-spaced line break. Hold Shift and press Enter to make it single-spaced.
 
If you want to have a default answer pre-populate for your field, enter it into the Default Text field. Your requesters will be able to change this selection, if necessary.

3 Include spacers, if necessary. Spacers determine how much of your image displays, or increases a section size. Since spacers stay static on your webpage, it's best to use smaller spacers, even if you need to use multiple spacers, rather than large spacers.

To add one, in the Structure & Organization section to the right of the canvas, drag and drop the spacer widget where you want it to appear. Click Customize under the Styling Options, then Widget, and make your changes.
 
NOTE: Reference the breadcrumbs in the very bottom-left of your canvas. These let you know where you are editing. To reset your widget, click Customize in your widget's Styling Options section, and click Reset Widget Styles.
 
Once you're done, click Save.
 
 

Adding Questions
 
1 Access the Site Designer. Begin by clicking Admin in the top right. Hover over Meetings Management
and, under Forms, click Meeting Request Forms. Click the name of the form you want to customize.

Click Open Form Designer.
 

2 Add questions. If necessary, click the Form dropdown in the top left corner of the canvas, and select the page you want to add questions to. To the right of the canvas, click Build. In the Questions section, drag and drop your question type onto the canvas.
 

3 Customize the question. Additional settings will appear to the right of the canvas. In the Question section, enter your question text and determine the label placement. Toggle "Required" to green if you want to ensure this question is answered.
 
If you want to have a default answer pre-populate on the form, enter it into the Default Text field. Your requesters will be able to change this answer, if necessary.
 
In the Response section, enter in the answer choices if necessary. This section will change depending on the question type you have added. Establish if a placeholder text will visible on the form. This text is not an answer, and will disappear once the requester begins to enter their own response.
 
User-added image
 
If you ask the same question across multiple forms and want to compare the answers, adding a question tag will allow you to view this question, along with the other questions associated to this tag, within reports. To add one, select one from the Question Tag dropdown.


4 Add sub-question logic to number questions of fields. If you've added a field or number question, you can add logic if the question is "less than," "greater than," or "equal" to certain values. For example, if you need more than 10 conference rooms, a sub question can ask if the rooms can be split between two neighboring venues.

Click Save.

 
Adding Section Visibility
 
1 Access the Site Designer. Begin by clicking Admin in the top right. Hover over Meetings Management
and, under Forms, click Meeting Request Forms. Click the name of the form you want to customize.

Click Open Form Designer.
 

2 Limit visibility based on the form's status. If you have multiples pages for your form, click the Form dropdown in the top left of the canvas, then, in the Form section, click the page you want to add your visibility to. On the canvas, hover over the section you will be limiting access to, and click the orange section header.
 
User-added image
 
To the right of the canvas, scroll down to the Logic section, and click Request Status. Establish the level of access for the requester and planner. A "Requester" is a user of any user type that is submitting a request from the form or an Access Portal. A "Planner" is a user who is viewing the form while logged into the Cvent account.


Repeat this for each section and status you want to limit access to.
 
Or establish visibility based on the user's assigned role for the associated event. If you have multiples pages for your form, click the Form dropdown in the top left of the canvas, then, in the Form section, click the page you want to add your visibility to. On the canvas, hover over the section you will be limiting access to, and click the orange section header.

To the right of the canvas, scroll down to the Logic section, and click Event Role. Establish the level of access for each event role you have associated to your event.

Repeat this for each section you want to limit access to.
 
3 Limit a section's visibility based on a previous question, if necessary. If you have a section you want to limit based on the answer to a question in a previous section, click Visibility Logic. Toggle "Limit Section Visibility" to green.
Determine whether this section will display when all criteria is met or only a single condition applies. Then click Add Criteria. Select a question from the first dropdown, choose an operator from the second dropdown, and select a value from the third dropdown. Click Apply Criteria.
 

Repeat this for each section you want to limit access to.

Once you're done, click Save.
 

Adding Page Visibility
 
1 Access the Site Designer. Begin by clicking Admin in the top right. Hover over Meetings Management
and, under Forms, click Meeting Request Forms. Click the name of the form you want to customize.

Click Open Form Designer.
 

2 Limit visibility by page. If you have multiples pages for your form, click the Form dropdown in the top left of the canvas, then, in the Form section, click the User-added image icon to the right of the page you want to add visibility to.
 
In the Visibility section, toggle "Limit Page Visibility" to green.
Determine whether this page will display when all criteria is met or only a single condition applies. Select a question from the first dropdown, choose an operator from the second dropdown, and select a value from the third dropdown. Click Apply Criteria, then Apply.
 

Repeat this for each page you want to limit access to.
 

Once you're done, click Save.
 

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