Form and Event Notes
- 07 Mar 2024
- 1 minute read
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Form and Event Notes
- Updated 07 Mar 2024
- 1 minute read
- Print
- DarkLight
- PDF
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If your process calls for the collection and review of data pertaining to activities such as events and travel, you may consider using a Form/Events Notes scoped form. This article will provide a step-by-step process on how to create and assign notes to events, forms, and trips within Slate.
Create a Notes Form
Click Forms in the top navigation bar.
Click New Form.
Enter the following User configurations in the popup window:
Page Title - The Page Title will display to the user as the title of your form.
Folder - Keep your forms organized by putting your form in a folder. Select Other to create a new folder.
Status - Set the Status to Confirmed/Active.
Click Save.
Click Edit Form.
Click Edit Properties and set the scope to Form/Events Notes.
Click Save.
Assign the Notes Form to an Event, Event Template, or Form
Click Forms or Events in the top navigation bar.
Click the form, event, or event template to which the Notes form should be assigned.
Click Edit Form.
Click Edit Properties and select the Form/Event Notes-scoped form from the Notes Form select list.
Click Save.
Navigate back to the form, event, or event template that the form was assigned to and click Notes.
The Notes form will now display when clicking on Notes in the top right corner.
Assign the Form to a Trip
Click Forms or Events in the top navigation bar.
Click on Trips in the Events drop-down menu.
Click on the trip you wish to edit.
Click Edit and select the Form/Event Notes scoped-form via the Notes Form drop-down.
Click Save.
Navigate back to the trip that the form was assigned to and click Notes.
The Notes form will now display when clicking on Notes.
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