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.
- http://<base_url>/training/onsite.html?course=1
- Example form: http://demo.trainingrocket.com/training/onsite.html?course=1
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Contact Info | text | contact.customer.training.onsite_request.salutation.required True by default | |
text | Always Required | ||
text | Always Required | ||
text | contact.customer.training.onsite_request.email.required True by default | ||
text | contact.customer.training.onsite_request.organization.required True by default | ||
text | Cannot 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 | ||
text | Cannot be made required | ||
checkbox | contact.customer.training.onsite_request.privacy_policy.required True by default | ||
Training Info | Build Your Own Instructor Led Training | button | Can be hidden in the theme |
select list | All visibile ILT Components are shown in this list. Cannot be made required | ||
text area | Cannot be made required | ||
text | True by default | ||
Time-frame | text | True by default | |
Participant Info | number | True by default | |
text area | Cannot be made required | ||
text area | Cannot 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.
- http://<base_url>/training/request_a_class.html?course=1
- Example form: http://demo.trainingrocket.com/training/request_a_class.html?course=1
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Contact Info | text | contact.customer.training.registration.salutation.required True by default | |
text | Always Required | ||
text | Always 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 | ||
text | Cannot be made required | ||
checkbox | contact.customer.training.public_request.privacy_policy.required True by default | ||
Email Subscription | Receive Newsletter? | radio buttons | Always Required |
Receive Promotional Offers? | radio buttons | Always Required | |
Course Information | select list | All visibile ILT Components are shown in this list Always Required | |
text | Always Required | ||
Time-frame | text | Always 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.
- https://<base_url>/login.html
- Example form: https://demo.trainingrocket.com/login.html
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Login | text | Always required for login | |
Password | text | Always required for login | |
Sign Up | |||
Account Info | text | Always required for signup | |
Password | hidden text | Always required for signup | |
Password Confirmation | hidden text | Always required for signup | |
Personal Info | text | contact.member.salutation.required True by default | |
text | Always Required | ||
text | Always 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 | |
Address | Country | text or select list | Can use Country and State pick List configuration Can be made required with contact.customer.store.address.details.required |
text | Cannot be made required | ||
text | Cannot be made required | ||
text | Can be made required with contact.customer.store.address.details.required | ||
State / Province / Region | text or select list | Can be made required with contact.customer.store.address.details.required | |
number | Cannot be made required | ||
Address Type | radio button | Cannot be made required | |
Email Subscription | Receive Newsletter? | radio buttons | Always Required |
Receive Promotional Offers? | radio buttons | Always Required | |
Other | select list | Configurable 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.
- http://<base_url>/assessment/1.html
- Example form: http://demo.trainingrocket.com/assessment/1.html
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Class Info | Class | select list | Always required |
Contact Info | text | contact.participant.assessment.salutation.required True by default | |
text | Always required | ||
text | Always 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 area | Cannot be made required | |
My Experience Rating | radio buttons | Always required | |
My Training Objectives | text area | Always 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.
- http://<base_url>/survey/1.html
- Example form: http://demo.trainingrocket.com/survey/1.html
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Class Info | Class | select list | Always required |
Participant Info | text | contact.participant.survey.salutation.required True by default | |
text | Always required | ||
text | Always 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 organized | radio buttons | Always required |
Training objectives were stated clearly | radio buttons | Always required | |
The topics covered in the training met my expectations | radio buttons | Always required | |
The format of the manuals/handouts was clear | radio buttons | Always required | |
The exercises/lessons were a helpful learning experience | radio buttons | Always required | |
Overall, I learned and benefited from this training | radio buttons | Always required | |
Your Thoughts On The Instructor | The instructor presented the material clearly | radio buttons | Always required |
The instructor was prepared to teach the content | radio buttons | Always required | |
The instructor demonstrated knowledge of subject matter | radio buttons | Always required | |
The instructor answered questions completely | radio buttons | Always required | |
The instructor kept the training at the right pace | radio buttons | Always required | |
Your Thoughts On The Facilities | The provided equipment was easy to use | radio buttons | Always required |
The training location was convenient | radio buttons | Always required | |
I enjoyed the amenities at this location | radio buttons | Always required | |
Your Experience | Would you recommend this course to a friend? | radio buttons | Always required |
Would you consider us for your future training needs? | radio buttons | Always required | |
Overall Rating | radio buttons | Always required | |
text area | Always required | ||
text area | Always 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.
- http://<base_url>/training/survey
- Example form: https://demo.trainingrocket.com/training/survey
- https://demo.trainingrocket.com/training/survey/content_component/63 (the number at the end of the URL is the id of the component)
- https://demo.trainingrocket.com/training/survey/e_learning_component/99 (the number at the end of the URL is the id of the component)
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Content Info | Content | select list | Always required |
Participant Info | text | Always required | |
text | Always required | ||
text | Always required | ||
text | Cannot be made required | ||
text | Cannot be made required | ||
text | Cannot be made required | ||
number | Cannot be made required | ||
checkbox | Always required | ||
email subscription - question to be removed | |||
Your Thoughts On The Training Content | Training objectives were stated clearly | radio buttons | Always required |
The topics covered in the training met my expectations | radio buttons | Always required | |
The topics covered in the training met my expectations | radio buttons | Always required | |
Was the content arranged in a clear, logical and orderly manner | radio buttons | Always required | |
The exercises/lessons were a helpful learning experience | radio buttons | Always required | |
How would you rate this course | radio buttons | Always required | |
Your Thoughts On The Interactivity | How does the environment compare with other eLearning you may have used | radio buttons | Always required |
How would you rate the virtual labs environment | radio buttons | Always required | |
Did the labs work as you expected | radio buttons | Always required | |
How would you rate the quiz experience | radio buttons | Always required | |
Did you find the quizzes useful to re-enforce your knowledge | radio buttons | Always required | |
Your Thoughts On The Logistics | The environment was easy to use | radio buttons | Always required |
The training format was convenient | radio buttons | Always required | |
The purchase and delivery process easy simple and easy to use | radio buttons | Always required | |
Your Experience | Would you recommend this course to a friend? | radio buttons | Always required |
Would you consider us for your future training needs? | radio buttons | Always required | |
Overall Rating | radio buttons | Always required | |
text area | Always required | ||
text area | Always 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.
- https://<base_url>/talent/request.html
- Example form: http://demo.trainingrocket.com/talent/request.html (where customers post a job on your Learndot)
- Viewing Opportunities: http://demo.trainingrocket.com/talent/opportunities.html (a list of the currently available job postings on your Learndot)
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Contact Info | select list | contact.customer.talent.request.salutation.required True by default | |
text | Always required | ||
text | Always 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 list | Configurable options as Labels <link> | |
Other | text | Cannot be made required | |
checkbox | contact.customer.talent.request.privacy_policy.required True by default | ||
Talent Needs | Description | text area | Always required |
text | Cannot be made required | ||
Estimated Duration | text | Cannot be made required | |
Preferred Location | text | Cannot be made required | |
text | Cannot be made required | ||
Equipment Provided* | radio buttons | Always required | |
Skills | ability to add | ||
Options | Publish | radio buttons | Always 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.
- https://<base_url>/flow/expert-registration-flow.html?execution=e1s1
- Example form: https://demo.trainingrocket.com/flow/expert-registration-flow.html?execution=e1s1
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Reg. Reference code | text | Cannot be made required | |
Login Info | text | Always required for signup | |
Password | hidden text | Always required for signup | |
Password Confirmation | hidden text | Always required for signup | |
Personal Info | text | contact.expert.salutation.required True by default | |
text | Always required | ||
text | Always required | ||
number | contact.expert.office_phone.required False by default | ||
Phone (home) | number | contact.expert.home_phone.required False by default | |
Address | Country | text or select list | Can use Country and State pick List configuration |
text | Can be made required with contact.expert.address.details.required | ||
text | Can be made required with contact.expert.address.details.required | ||
text | Can be made required with contact.expert.address.details.required | ||
State / Province / Region | text or select list | Can be made required with contact.expert.address.details.required | |
number | Cannot be made required | ||
Address Type | radio button | Always required | |
Other | select list | Configurable 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.
- http://<base_url>/contact_us.html
- Example form: http://demo.trainingrocket.com/contact_us.html
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Call Us | |||
Drop Us A Note | text | contact.customer.inquiry.salutation.required True by default | |
text | Always required | ||
text | Always required | ||
text | contact.customer.inquiry.email.required True by default | ||
text | contact.customer.inquiry.organization.required False by default | ||
text | Cannot be made required | ||
Phone | number | contact.customer.inquiry.office_phone.required False by default | |
select list | Configurable 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 | |
Message | text area | Always required |
Affiliate Program Signup
This form is used for 3rd parties who wish to list and resell your training offerings.
- https://<base_url>/flow/affiliate-registration-flow.html?execution=e1s1
- Example form: https://demo.trainingrocket.com/flow/affiliate-registration-flow.html?execution=e1s1
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Login Info | text | Always required for signup | |
Password | hidden text | Always required for signup | |
Password Confirmation | hidden text | Always required for signup | |
Personal Info | text | contact.expert.salutation.required True by default | |
text | Always required | ||
text | Always required | ||
Mobile Phone | number | 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 | |
Address | Country | text or select list | Can use Country and State pick List configuration |
text | Can be made required with contact.expert.address.details.required | ||
text | Can be made required with contact.expert.address.details.required | ||
text | Can be made required with contact.expert.address.details.required | ||
State / Province / Region | text or select list | Can be made required with contact.expert.address.details.required | |
number | Cannot be made required | ||
Address Type | radio button | Always required | |
Other | select list | Configurable 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.
- http://<base_url>/cart.html (will require something be added to the cart to test)
- Example form: http://demo.trainingrocket.com/cart.html (will require something be added to the cart to test)
Step 1 uses the "Login or Sign Up" form listed above.
Field Grouping | Field Name | Field Type | System Setting |
---|---|---|---|
Billing information | |||
First Name | text | Can be made required with order.checkout.billing.requiredFields | |
Last Name | text | Can be made required with order.checkout.billing.requiredFields | |
Account | text | Cannot be made required | |
text | Cannot be made required | ||
Phone | number | Cannot be made required | |
Address | Country | text or select list | Always required |
Street 1 | text | Always required | |
Street 2 | text | Cannot be made required | |
City | text | Always required | |
State / Province / Region | text or select list | Always required | |
Zip / Postal Code | number | Always required | |
Address Type | radio button | Can be made required with order.checkout.billing.requiredFields | |
Tax Information | Tax Country | text or select list | Always required |
Tax ID | text | Cannot be made required | |
Payment | Purchase Order Number | text | Always required |
Comments | text area | Cannot be made required |
Making a Field Required
- Use this to build the URL to the form on your Learndot: http://<base_url>/admin/system_setting/search.html?orQuery=true&sortBy=id&page=1&pageSize=250&reset=true&ascending=false&conditions%5Bname%5D=.required
- Example form: https://demo.trainingrocket.com:443/admin/system_setting/search.html?orQuery=true&sortBy=id&page=1&pageSize=250&reset=true&ascending=false&conditions%5Bname%5D=.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.