Configuring Forms and Required Fields

Overview

Learndot comes with many different forms, and the fields on these forms can be controlled in the system. Many of our customers like to make certain fields required on forms to improve data collection, often fields like First Name, Last Name, Email, Company (Account), Phone, Address (Country, State or Street) are captured at a chosen step in the learning process, for example at signup, or account creation, or assessment collection, or survey collection, etc. This in turn makes the data more valuable and integrations added later much easier, as there is more data to match between the systems. System settings are used to control if a field is required on a form.

Forms

Please find below a list of forms that are used in Learndot with information about how and if each field can be configured.

Request a Course

This form is discovered by potential customer when browsing your Learndot looking for Custom Training. The form allows the customer to select one of your existing courses and suggest customization they would like made, a location, time-frame and experience level. These form submissions create a Training Opportunity in the administration console for your Sales team or Training Coordinator to respond to. 

Field Grouping

Field NameField TypeSystem Setting

Contact Info

text

contact.customer.training.onsite_request.salutation.required

True by default


textAlways Required

textAlways Required

text

contact.customer.training.onsite_request.email.required

True by default


text

contact.customer.training.onsite_request.organization.required

True by default


textCannot be made required

number

contact.customer.training.onsite_request.office_phone.required

False by default


select list

Configurable options as Labels (/admin/label/search.html) - please set Labels category as 'Referral Source'.

Cannot be made required


textCannot be made required

checkbox

contact.customer.training.onsite_request.privacy_policy.required

True by default

Training Info

Build Your Own Instructor Led TrainingbuttonCan be hidden in the theme

select list

All visibile ILT Components are shown in this list.

Cannot be made required


text areaCannot be made required

textTrue by default

Time-frametextTrue by default

Participant Info

numberTrue by default

text areaCannot be made required

text areaCannot be made required

Request a Class

This form is discovered by potential customer when browsing your Learndot looking at an Instructor Led Training Event and wanting a different date to those currently available. It is also found if there are no scheduled events for the Instructor Led training and the potential customer is requesting a public class. These form submissions create a Training Opportunity in the administration console for your Sales team or Training Coordinator to respond to. 


Field Grouping

Field NameField TypeSystem Setting

Contact Info

text

contact.customer.training.registration.salutation.required

True by default


textAlways Required

textAlways Required

text

contact.customer.training.public_request.email.required

True by default


text

contact.customer.training.public_request.organization.required

False by default


number

contact.customer.training.public_request.office_phone.required

False by default


select list

Configurable options as Labels (/admin/labels/search.html) - please set Labels category as 'Lead: Subject'.

Cannot be made required


textCannot be made required

checkbox

contact.customer.training.public_request.privacy_policy.required

True by default

Email Subscription

Receive Newsletter?radio buttonsAlways Required

Receive Promotional Offers?radio buttonsAlways Required

Course Information

select list

All visibile ILT Components are shown in this list

Always Required


textAlways Required

Time-frametextAlways Required

Login or Sign Up

Customers or potential customer may be signing up to Learndot and will fill out the below form. These form submissions create Contacts in the administration console.


Field Grouping

Field NameField TypeSystem Setting
LoginEmailtextAlways required for login

PasswordtextAlways required for login
Sign Up


Account InfotextAlways required for signup

Passwordhidden textAlways required for signup

Password Confirmationhidden textAlways required for signup

Personal Info

text

contact.member.salutation.required

True by default


textAlways Required

textAlways Required

Company Name (Account)text

contact.member.organization.required

True by default


number

contact.customer.store.office_phone.required

False by default


Phone (mobile)number

contact.customer.store.mobile_phone.required

False by default

AddressCountrytext or select list

Can use Country and State pick List configuration

Can be made required with contact.customer.store.address.details.required


textCannot be made required

textCannot be made required

text

Can be made required with contact.customer.store.address.details.required


State / Province / Regiontext or select list

Can be made required with contact.customer.store.address.details.required


numberCannot be made required

Address Typeradio buttonCannot be made required

Email Subscription

Receive Newsletter?radio buttonsAlways Required

Receive Promotional Offers?radio buttonsAlways Required

Other

select listConfigurable options as Labels <link>

checkbox

contact.customer.store.privacy_policy.required

True by default


Pre-Event Assessment

Before an Instructor Led Event takes place, Learndot Enterprise is able to send out an email that contains a link to this form. It allows the participants to share information about their goals, motivations and expectations before the event occurs and these help to prepare the instructor. These form submissions are created as XYZ in the administration console.


Field Grouping

Field NameField TypeSystem Setting

Class Info

Classselect listAlways required

Contact Info

text

contact.participant.assessment.salutation.required

True by default


textAlways required

textAlways required

text

contact.participant.assessment.email.required

False by default


text

contact.participant.assessment.organization.required

False by default


text

Cannot be made required

number

contact.participant.assessment.office_phone.required

False by default


checkbox

contact.participant.assessment.privacy_policy.required

True by default

Self-Assessment

text areaCannot be made required

My Experience Ratingradio buttonsAlways required

My Training Objectivestext areaAlways required


Post-Event Survey

This form may be sent out a configurable number of hours before or after the start time and is filled out with email triggers. It is used to collect information from a student about how they felt about the content, instructor, and facilities. It also allows for testimonials and comments to be collected.


Field Grouping

Field NameField TypeSystem Setting

Class Info

Classselect listAlways required

Participant Info

text

contact.participant.survey.salutation.required

True by default


textAlways required

textAlways required

text

contact.participant.survey.email.required

False by default


text

contact.participant.survey.organization.required

False by default


text

Cannot be made required

number

contact.participant.survey.office_phone.required

False by default


checkbox

contact.participant.survey.privacy_policy.required

True by default

Your Thoughts On The Training Content

The training was well organizedradio buttonsAlways required

Training objectives were stated clearlyradio buttonsAlways required

The topics covered in the training met my expectationsradio buttonsAlways required

The format of the manuals/handouts was clearradio buttonsAlways required

The exercises/lessons were a helpful learning experienceradio buttonsAlways required

Overall, I learned and benefited from this trainingradio buttonsAlways required

Your Thoughts On The Instructor

The instructor presented the material clearlyradio buttonsAlways required

The instructor was prepared to teach the contentradio buttonsAlways required

The instructor demonstrated knowledge of subject matterradio buttonsAlways required

The instructor answered questions completelyradio buttonsAlways required

The instructor kept the training at the right paceradio buttonsAlways required

Your Thoughts On The Facilities

The provided equipment was easy to useradio buttonsAlways required

The training location was convenientradio buttonsAlways required

I enjoyed the amenities at this locationradio buttonsAlways required

Your Experience

Would you recommend this course to a friend?radio buttonsAlways required

Would you consider us for your future training needs?radio buttonsAlways required

Overall Ratingradio buttonsAlways required

text areaAlways required

text areaAlways required


Post-Component Surveys

This form may be sent out after the status of the component has been set to complete. It is used to collect information from a student about how they felt about the content, interactivity and logistics. It also allows for testimonials and comments to be collected.

 

Field Grouping

Field NameField TypeSystem Setting

Content Info

Contentselect listAlways required

Participant Info

textAlways required

textAlways required

textAlways required

textCannot be made required

textCannot be made required

text

Cannot be made required

numberCannot be made required

checkboxAlways required

email subscription - question to be removed

Your Thoughts On The Training Content

Training objectives were stated clearlyradio buttonsAlways required

The topics covered in the training met my expectationsradio buttonsAlways required

The topics covered in the training met my expectationsradio buttonsAlways required

Was the content arranged in a clear, logical and orderly mannerradio buttonsAlways required

The exercises/lessons were a helpful learning experienceradio buttonsAlways required

How would you rate this courseradio buttonsAlways required

Your Thoughts On The Interactivity

How does the environment compare with other eLearning you may have usedradio buttonsAlways required

How would you rate the virtual labs environmentradio buttonsAlways required

Did the labs work as you expectedradio buttonsAlways required

How would you rate the quiz experienceradio buttonsAlways required

Did you find the quizzes useful to re-enforce your knowledgeradio buttonsAlways required

Your Thoughts On The Logistics

The environment was easy to useradio buttonsAlways required

The training format was convenientradio buttonsAlways required

The purchase and delivery process easy simple and easy to useradio buttonsAlways required

Your Experience

Would you recommend this course to a friend?radio buttonsAlways required

Would you consider us for your future training needs?radio buttonsAlways required

Overall Ratingradio buttonsAlways required

text areaAlways required

text areaAlways required

 

Talent Posting a Job Opportunity

This form is used to collect details of people who are interested in delivering training for you or working on jobs that have been posted in your Learndot by your customers. 


 

Field Grouping

Field NameField TypeSystem Setting

Contact Info

select list

contact.customer.talent.request.salutation.required

True by default


textAlways required

textAlways required

text

contact.customer.talent.request.email.required"

True by default


text

contact.customer.talent.request.organization.required

True by default


text

Cannot be made required

number

contact.customer.talent.request.office_phone.required

False by default


How did you hear about us?select listConfigurable options as Labels <link>

OthertextCannot be made required

checkbox

contact.customer.talent.request.privacy_policy.required

True by default

Talent Needs

Descriptiontext areaAlways required

textCannot be made required

Estimated DurationtextCannot be made required

Preferred LocationtextCannot be made required

textCannot be made required

Equipment Provided*radio buttonsAlways required

Skillsability to add
OptionsPublishradio buttonsAlways required


Talent Expert Registrations and Applications for Job Opportunity

This form is used to collect details from experts who wish to apply for job postings and to be in your list of experts on your Learndot.


 

Field Grouping

Field NameField TypeSystem Setting

Reg. Reference codetextCannot be made required
Login InfoEmailtextAlways required for signup

Passwordhidden textAlways required for signup

Password Confirmationhidden textAlways required for signup

Personal Info

text

contact.expert.salutation.required

True by default


textAlways required

textAlways required

number

contact.expert.office_phone.required

False by default


Phone (home)number

contact.expert.home_phone.required

False by default

AddressCountrytext or select listCan use Country and State pick List configuration


textCan be made required with contact.expert.address.details.required

textCan be made required with contact.expert.address.details.required

textCan be made required with contact.expert.address.details.required

State / Province / Regiontext or select listCan be made required with contact.expert.address.details.required

numberCannot be made required

Address Typeradio buttonAlways required

Other

select listConfigurable options as Labels <link>

checkbox

contact.expert.privacy_policy.required

True by default


Contact Us Form

This form can be used to for people browsing the site to get in touch with you. It will send an email to XYZ, which is configured at ABC.


Field Grouping

Field NameField TypeSystem Setting
Call Us


Drop Us A Note

text

contact.customer.inquiry.salutation.required

True by default


textAlways required

textAlways required

Emailtext

contact.customer.inquiry.email.required

True by default


text

contact.customer.inquiry.organization.required

False by default


textCannot be made required

Phonenumber

contact.customer.inquiry.office_phone.required

False by default


select listConfigurable options as Labels <link>

checkbox

contact.customer.inquiry.privacy_policy.required

True by default


Subject

select list

Configurable options as Labels (/admin/label/search.html)

Cannot be made required


Messagetext areaAlways required


Affiliate Program Signup

This form is used for 3rd parties who wish to list and resell your training offerings. 


Field Grouping

Field NameField TypeSystem Setting
Login InfoEmailtextAlways required for signup

Passwordhidden textAlways required for signup

Password Confirmationhidden textAlways required for signup

Personal Info

text

contact.expert.salutation.required

True by default


textAlways required

textAlways required

Mobile Phonenumber

contact.expert.mobile_phone.required

False by default


number

contact.expert.office_phone.required

False by default


Phone (home)number

contact.expert.home_phone.required

False by default

AddressCountrytext or select listCan use Country and State pick List configuration


textCan be made required with contact.expert.address.details.required

textCan be made required with contact.expert.address.details.required

textCan be made required with contact.expert.address.details.required

State / Province / Regiontext or select listCan be made required with contact.expert.address.details.required

numberCannot be made required

Address Typeradio buttonAlways required

Other

select listConfigurable options as Labels <link>

checkbox

contact.expert.privacy_policy.required

True by default


Shopping Cart

This form is used by customers when purchasing products or training from your Learndot. When submitted this form will create Orders, Order Lines, Payments and possible Enrolments depending on what was purchased.

Step 1 uses the "Login or Sign Up" form listed above.


Field GroupingField NameField TypeSystem Setting
Billing information



First NametextCan be made required with order.checkout.billing.requiredFields

Last NametextCan be made required with order.checkout.billing.requiredFields

AccounttextCannot be made required

EmailtextCannot be made required

PhonenumberCannot be made required
AddressCountrytext or select listAlways required

Street 1textAlways required

Street 2textCannot be made required

CitytextAlways required

State / Province / Regiontext or select listAlways required

Zip / Postal CodenumberAlways required

Address Typeradio buttonCan be made required with order.checkout.billing.requiredFields
Tax InformationTax Countrytext or select listAlways required

Tax IDtextCannot be made required
PaymentPurchase Order NumbertextAlways required

Commentstext areaCannot be made required

Making a Field Required

Most required fields can be found at the following link, or using the tables above.

We suggest enabling those for Surveys, Assessments, Registration, Member, Inquiry, Registration and Store. Address will be required to get the country value, and a value of STREET, CITY or COUNTRY can be used depending on the amount of detail required.



By reviewing the forms and required fields you ensure you are collecting the data you require at the time you require it. This means you can choose to collect a lot of data upfront for high usefulness, or in stages so as to not overwhelming the user.