Knowledge Base

Advanced Submission Form Building


Frequently Asked Questions

#1 How to set up a Display If conditional field?

You may want to ask an additional question that is conditionally based on the response from a previous question.
NOTE: You may only set a Display If condition on a field that has been previously responded to and that exists on the same form. For example you cannot set a submission question based on a field value from the contact profile form.
Let's use the example of a logical form field question of "Have you presented before?" If the person selects the option "Yes", an additional field will appear. For this example, that additional hidden field will be "Where and when?".
  1. Build your form with all of your fields and options.
  2. Once you're done, go find the Option (eg. the radio or dropdown option) that is to act as a 'trigger' for the advanced logic to kick in.
    • Eg. If a user selects "Yes" (the option) for a question, and "Yes" is supposed to then make the separate field "Where and when?" appear and/or become required then:
    • The option "Yes" is the trigger
  3. Find this option and edit the option (image attached)
  4. For the field If Selected, Display Fields, select the field(s) to now be displayed
    • Hint: Multi-select by holding down the CTRL/COMMAND key and selecting each field; Repeat this same action to unhlighlight an item that has previously been selected.
  5. For the field If Selected, Require Fields, select the field(s) to now be required (i.e. mandatory), if you do not select the field as required, then the field will display but will not force a response to be completed
  6. Click Update Option button to save your changes

#2 How to add an Admin Only field to a form?

An Admin Only field is a field that only an individual with administrative access would be able to see and set.

The field will not be visible to the end user.

  1. Click Dashboard
  2. Click your Speakers Module
  3. Click the Settings button
  4. Click Form Fields in horizontal menu
  5. Click + Add New Field button
  6. Select the Field Type
  7. Enter a label for Field Label
  8. Click Add Field
  9. If applicable, enter Field Description and any other attributes of the field
  10. Set Admin Only to YES
  11. Save your changes by clicking Update Field Information at the bottom

#3 How to apply a word limit to a field?

You can only apply a word limit to a field type that is a 'Text - Paragraph' and set as Rich Text.

  1. Click Dashboard
  2. Click Speakers Module
  3. Click Settings button
  4. Click Form Fields in the horizontal menu
  5. Click the Edit button on the left hand side of the field that you would like to update
  6. Scroll down and set the Max Word Count field equal to a number for the max number of words you want
  7. If you wish to set a buffer overage, enter a number in the Max Word Count Error Margin, this number will represent the percentage overage; typically 3 is used an a standard. If you leave this value as 0 then the no overage will be allowed.
  8. Scroll down and click Update Field Information button to save your changes


#4 How to Enable Formatting For A Text Box field?

You may enable formatting for Text-Paragraph type fields.

  1. Click Dashboard
  2. Click your Speakers Module
  3. Click the Settings button
  4. Click Form Fields in the horizontal menu
  5. Click the Edit button on the left hand side of the field that you would like to update
  6. Scroll down and Rich Text field option to YES
  7. Scroll down and click Update Field Information button to save your changes


#5 How to set up an abstract submission fee?

Please contact X-CD or submit a support ticket for payments to be enabled and setup for submissions.

NOTE: Only online credit card payments may be accepted for submission fees. Check payments are not supported at this time.

Payments may be configured for one-time fee submission (regardless of number of submission) OR a fee per submission.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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