Planning

Build reusable forms and questionnaires

Create and preview questions without writing a field definition.

1. From the event’s Planning workspace, select Create form or Create questionnaire and enter its name and description.
2. Select Add field, choose its type, and enter a clear label. Supported fields include short and long text, email, phone, number, date, checkbox, dropdown, radio, and multiple choice.
3. Set required fields and any supported limits. Enter each choice on a separate line. Drag fields or use the Move buttons to arrange them.
4. Select Preview questions. Save as Draft until ready, then choose Published and Visible to client when published before saving.
5. Use Duplicate for an independent copy, or Save reusable template from the planning workspace. Copying a saved template to another event creates a new draft for review.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.