Recap Fields

The MainEvent Recap Definition builder allows users to create project-specific Recap Definitions and Questions as needed. These questions and surveys can be created on demand, edited, deleted and their usage can be easily tracked. This document will detail and explain the different question types. To find out more about building a Recap Definition, please read the article here.

Creating a Recap Question

After logging into the Client Dashboard, navigate to the Recaps tab in the header and select Fields.

This will open the Recap Field Index. This index page will list all the questions that have already been created for Recap Definitions for the program. The Index lists: Recap Field Name, ID,  Recap Field Type, Recap Field Responses, Created by Client, Assigned to Definitions (# of assignments), and Assigned to Forms.

In the upper righthand corner, click Add New Recap Field.

This will open the Recap Field Details page. This is the page that will be used to create all Recap Fields regardless of question type. For all questions, the first step is to enter the Name. This is what the Staff Users will see listed on their Recap Definition survey. There is a field for both an English and French question. Entering the translated question in the French field allows French Field Staff Users to view the Recap Field in their preferred language. Leaving the field blank will automatically populate the English field.

Then select the Field Type (see below for details about each question type).

The final field on the page is the Help Text. This is an optional field where further explanation of the expectations for the question can be included. This can include examples or other key points that may not be clear from the question text. The Help Text can also be entered in English and French as desired.

Once all desired fields have been completed, click Save to save the individual question, or click Save & Add Another if more new questions are needed.

Returning to the Recap Field Index will show the new question(s) listed there.

Recap Field Types

Agreement (checkbox)

A checkbox indicating that the user acknowledges the terms of the agreement

Date

A Date Field allows the staff user to select a date from a calendar dropdown.

Date/Time

A Date/Time Field allows the staff user to select a date from a calendar dropdown and insert a an hour and minute response in a single question.

Display Image

The Display Image question type allows photo files to be included in the recap

Display Text

Display Text will display in a read-only text format. This option allows you to insert special instructions or necessary text information without an expected response.

Duration

A Duration field allows users to enter a time-based response

Float (1 decimal)

A Float (1 decimal) Field allows Staff Users to enter a number with a single digit decimal point response. ie. 3.7

Float (2 decimal)

A Float (2 decimal) Field allows Staff Users to enter a number with a two digit decimal point response. ie. 2.15

Formula Fields

Allow you to plug in certain recap questions and perform automatic calculations (average, sum, etc).  

Hyperlink

Embed a link for users to click on.

Image Upload

The Image Upload Field allows users to insert a single photo they have collected from the event into their recap response.

Integer

An Integer Field allows Staff Users to enter a whole number response.

Money

A Money Field allows users to answer questions related to dollar amounts.

Multi-Select

A Multi-Select Field allows management users to create a list of options for the staff user to choose as their response. This question type allows the staff user to select as many of the options as they wish in their response.

Multi-Image Upload

The Multi-Image Upload allows users to insert multiple photos they have collected from the event into their recap response.

Phone Number

A formatted 10-digit integer field.

Rank Order

Allows you to create fields that recap responders will be able to assign a rank to.  Whether it's samples or guerilla stops, rank whatever fits your fancy.

Select

A Select Field allows management users to create a list of options for the staff user to choose as their response. The number of options input has no limit, however the staff user will only be able to select one response.

Select (radio buttons)

The same as a select field but with radio buttons in place of a checkbox.

Signature Capture

Signature Capture allows touch-sensitive devices to collect signatures from users on-site and include them in the form response.

Subsection Label

This question type will display in a read-only text format. Use this question type to differentiate between sections in the recap form without creating new pages.

Text

A Text Field allows Staff Users to enter a small amount of text. This question type is intended for short answers.

Textarea

A Textarea Field allows staff users to fill in a longform text-based response.

Time

A Time Field displays a clock from which users can insert an hour and minute response.

Totals Field

Weighted Options

Weighted Choice fields allow you to create a series of fields with an assigned order and an assigned numeric value.

Yes/No Select

A preset select field with only Yes and No options.

MainEvent Training Session 3 - Creating & Editing Recaps