Scheduler Report Form

Updated 04 Apr 2024
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A report form can be attached to your Scheduler slots so staff can easily submit information about the appointment.

Create the Form

Click Forms on the Slate navigation bar. The Forms summary page appears.
Click New Form. A New Form popup appears.
Enter the following configurations:
Page Title: This text appears for the interviewers when accessing the form.
Folder: Keep forms organized by putting the form in a folder. Select Other to create a new folder.
Status: Set to Confirmed/Active.
Description: Click the Description tab to optionally add information that appears to staff following the form title.
Click Save. The form’s summary page appears.
Click Edit Form. The form builder tool appears.
Use the form builder palette to drag the desired content to the form.

Note: Staff complete the form by clicking on a personalized report form link. The form is then automatically associated with the specific record. While completing the form, the staff member is able to see the name and email address of the record at the top of the form.

🔔 Important!
The Scheduler form and the report form must have matching scopes. For example, if the registration form is person-scoped, the report form must be person-scoped as well.

⭐ Best Practice
Provide a unique field label and export key for every field on the report form. This will make it easier to identify and export the data.
For example, if there are multiple comment fields on the form, give each one a unique label (e.g.,
Motivation Comments, Leadership Comments) and a unique export key (e.g., motive_comments, leader_comments).

Mapped Fields?

Most of the data collected on an interview report form will typically be through unmapped form fields. However, a system field can be mapped if the value is needed for other form calculations.

Report form field behavior is the same as other forms in Slate: submitted data can always be exported, used in queries, and displayed in the Reader.

Link the Scheduler Report Form

Attach the report form to the Scheduler template by configuring the registration form.

Click Scheduler on the Slate navigation bar. The Scheduler summary calendar page appears.
In the All Folders area in the right-side menu, click Templates.
Select the desired scheduler template. The template for the form appears.
Click Edit Form. An Edit Form page appears.
Click Edit Properties. An Edit Properties popup appears.

Configure the Report Form setting to use the report form you created. This will link the report to the slots that use this template.

A Submit Report link will administratively appear to staff when a constituent registers for a slot.

A report link will be available as a merge field for communications. Use this merge field in a communication that sends to staff.

Never include the {{Form-Report-Link}} merge field in a communication that sends to the registrant. The report form should only be sent to staff.

Submit the Form

Click on a Scheduler slot to review the registration information for that slot and to submit the report form.

Multiple Submissions

If you require multiple Report Form submissions for the same record on the same Scheduler template, you must first set the Report Form to allow multiple submissions. Your interviewers would then access it by:

Copying/pasting the Report URL.

Clicking on a customized link using query string parameters to a URL in a mailing, rather than clicking the {{Form-Report-Link}} merge field link in an Event Communication.

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Table of contents

Create the Form
Link the Scheduler Report Form
Submit the Form