In this article:

• Where is it?
• Adding a page for the custom form
• Building a custom form
• Previewing the custom form
• Accessing the form responses

Where is it?

You’ll build custom forms from the Configure menu. Choose Custom Pages to get started:

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Adding a page for the custom form

In this example, we’re organizing a Hosted Buyer program. Let’s add a custom form so our Attendees can submit their travel costs for reimbursement.

Step 1. Click the Add button to create a new Custom Page. That’ll be the container for your custom form:

 

 

Step 2. You’ll only need to complete a few fields for this custom page right now:

 

• Page: This is an internal label, no spaces.

 

• Title: This is the page title that will appear on public menus. It’s a good idea to keep the title short.

 

• Menu: Choose whether this will be a custom form for Attendees or Companies.

 

Click Submit to save the page:

 

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Building a custom form

Step 1. You’ll now see your new custom page listed. Click the Action menu, and choose Form:

 

Step 2. Now the page shows an empty form. Click the Add field button, and you’ll have access to any custom form fields you’ve already created.

 

Click on any of these to add them to your form:

 

 

If you need to create a new field, click the Create field button. Learn more about creating custom fields here:

 

 

Once your fields are in the form, you can move them around and create sections.

 

Step 3. Here’s our example form with all the custom fields created. We’ve made a few of them Required as well.

 

When your form is ready, click Save:

 

 

Step 4. At this point, you’ll see the Form Rule link appear on the form editor. You can now add Rules to your form if you wish:

 

 

If not, your custom form is done!

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Previewing the custom form

We created this example form for the Attendee view, so that’s where we’ll preview it.

Step 1. Head to the Attendee List page:

 

 

Step 2. Locate a test user account. Click the Login button to see the Attendee view:

 

 

Step 3. Now you're on the public Attendee account page. You’ll see the new tab in the menu.

 

Click it to access the custom form:

 

 

Notes: If you create a custom form for the Company view, you can preview it by going to the Company List page and following the same steps as above.

To fill out any custom form, an Attendee or Company has to be logged into their MeetMax account.

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Accessing the form responses

You can see the form responses on the Attendee List (or Company List) page. There, you’ll create a custom view using the fields from your form.

All of your custom form fields are now available in the Columns tab. Click each one to add them to the view:

You can add or remove any other fields you like, and then save this view as a custom report to access later.