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Create / edit an entry form

Settings > Forms > Create new

You can create a new entry form in Settings > Forms by pressing Create new A form can be assigned to all entry categories or to specific ones. The entry form is used by applicants to create their entriesbefore submitting them. Note that you cannot assign the form to entry categories that already have another entry form assigned to them.


In Settings > Forms, you can see the number of categories a form has been assigned to while hovering with the mouse over the respective number will show you the names of the categories.

Changing the categories

You can change the category of an entry form by going to Settings > Forms > Specific form > Edit > Assign to categories.

Note that changing the entry form or assigning a new entry form to a category with submitted entries is generally not recommended since it can impact submission data if the new entry form has different fields from the old one. 

Customizing an entry form

You can always customize the entry form by clicking on it. Note that each field contains information on which entry forms it is used in and in how many entriesit has been completed.

To add a new or existing field press the Add form field button.

Add existing fields 

This option is available if you have already created at least one entry form. You will see a list of all the fields you have used in other forms and can add any of them. Note that adding a field will also copy the field’s settings such as required field, wordcount, etc. 

IMPORTANT: Making any changes to a field in an entry form will affect all forms that have this field so the system will ask you to confirm the changes.  

Create new fields 

This is the only option available when creating the first entry form for your program. Otherwise, it will appear below the option to add existing fields to your program. You can use this option to add new fields which will not feature any existing field settings. 

Some fields have the Data access option which allows you to choose who can see the information entered into this field.

Pre-fill from registration

The Pre-fill from registration option allows the use of certain data entered during the registration used automatically to pre-fill the corresponding fields on the entry form. The fields with this option are Name, Company, Job title, Email, Phone, Country, and Address.

Editing an entry form

Once a form is created it’s added to the list of existing forms. The contextual button at the end of each row has the Edit button, where you can assign the form to specific categories and change its name.

You can also use the Edit button with an entry form opened for customization.

With the "Use as entry name" option on, some of the fields on the entry form - Name, Company, and Text field, can be used as the identifying name for the entire entry. Once set, the entry will appear under this name in the applicant and judging portal, as well as the entry list if you set it up for public viewing.

Remember to add enough fields so that participants can present their entry in the best possible way. You can edit the fields, rearrange their order with drag and drop, or delete a field by clicking on the X next to it.

Use as entry name

The "Use as entry name" option allows you to select a field that will be used as the entry's name - this means it will appear on all lists for judging, public voting, etc. under that name. Note that you can change the field used as entry name at any time, even after the submissions have ended.

Max files allowed 

This setting allows you to set the maximum number of items of this type that your applicants can submit. This setting is applicable for the following entry form fields: files, gallery, links, and media embeds.

Tooltip

This option allows you to add a closed tooltip to every entry form field with additional information which will be visible to your applicants when they hover over or click on the field name. 

Use as sub-title

The "Use as sub-title" option allows you to set a field to be used as a sub-title for the entriesand functions the same way as the "Use as entry name" option.

Data access

Choose who can see the information provided in this field:

  • Everyone — visible during a Public voting phase and if made public from Website > entriespage, as well as to program judges and members of your organization in Evalato.

  • Admins and judges — visible to program judges, as well as to the members of your organization in Evalato.

  • Admins only — only visible to the members of your organization in Evalato.