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	Salutation	text	contact.customer.training.onsite_request.salutation.required True by default
	First Name	text	Always Required
	Last Name	text	Always Required
	Email	text	contact.customer.training.onsite_request.email.required True by default
	Account	text	contact.customer.training.onsite_request.organization.required True by default
	Title	text	Cannot be made required
	Phone	number	contact.customer.training.onsite_request.office_phone.required False by default
	How did you hear about us?	select list	Configurable options as Labels (/admin/label/search.html) - please set Labels category as 'Referral Source'. Cannot be made required
	Other	text	Cannot be made required
	I agree to the following <privacy policy>	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
	Instructor Led Training	select list	All visibile ILT Components are shown in this list. Cannot be made required
	Requested Customization	text area	Cannot be made required
	Location	text	True by default
	Time-frame	text	True by default
Participant Info	Number of Participants (Approximate)*	number	True by default
	Experience	text area	Cannot be made required
	Objectives	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	Salutation	text	contact.customer.training.registration.salutation.required True by default
	First Name	text	Always Required
	Last Name	text	Always Required
	Email	text	contact.customer.training.public_request.email.required True by default
	Account	text	contact.customer.training.public_request.organization.required False by default
	Phone	number	contact.customer.training.public_request.office_phone.required False by default
	How did you hear about us?	select list	Configurable options as Labels (/admin/labels/search.html) - please set Labels category as 'Lead: Subject'. Cannot be made required
	Other	text	Cannot be made required
	I agree to the following <privacy policy>	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	Instructor Led Training	select list	All visibile ILT Components are shown in this list Always Required
	Location	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	Email	text	Always required for login
	Password	text	Always required for login
Sign Up
Account Info	Email	text	Always required for signup
	Password	hidden text	Always required for signup
	Password Confirmation	hidden text	Always required for signup
Personal Info	Salutation	text	contact.member.salutation.required True by default
	First Name	text	Always Required
	Last Name	text	Always Required
	Company Name (Account)	text	contact.member.organization.required True by default
	Phone (office)	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
	Street 1	text	Cannot be made required
	Street 2	text	Cannot be made required
	City	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
	Zip / Postal Code	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	How did you hear about us?	select list	Configurable options as Labels <link>
	I agree to the following: <privacy policy> <terms and conditions>	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	Salutation	text	contact.participant.assessment.salutation.required True by default
	First Name	text	Always required
	Last Name	text	Always required
	Email	text	contact.participant.assessment.email.required False by default
	Account	text	contact.participant.assessment.organization.required False by default
	Title	text	Cannot be made required
	Phone	number	contact.participant.assessment.office_phone.required False by default
	I agree to the following <privacy policy>	checkbox	contact.participant.assessment.privacy_policy.required True by default
Self-Assessment	My Relevant Experience	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	Salutation	text	contact.participant.survey.salutation.required True by default
	First Name	text	Always required
	Last Name	text	Always required
	Email	text	contact.participant.survey.email.required False by default
	Account	text	contact.participant.survey.organization.required False by default
	Title	text	Cannot be made required
	Phone	number	contact.participant.survey.office_phone.required False by default
	I agree to the following <privacy policy>	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
	Comments and suggestions to improve	text area	Always required
	Testimonials	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	Salutation	text	Always required
	First Name	text	Always required
	Last Name	text	Always required
	Email	text	Cannot be made required
	Account	text	Cannot be made required
	Title	text	Cannot be made required
	Phone	number	Cannot be made required
	I agree to the following <privacy policy>	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
	Comments and suggestions to improve	text area	Always required
	Testimonials	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	Salutation	select list	contact.customer.talent.request.salutation.required True by default
	First Name	text	Always required
	Last Name	text	Always required
	Email	text	contact.customer.talent.request.email.required" True by default
	Account	text	contact.customer.talent.request.organization.required True by default
	Title	text	Cannot be made required
	Phone	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
	I agree to the following <privacy policy>	checkbox	contact.customer.talent.request.privacy_policy.required True by default
Talent Needs	Description	text area	Always required
	Anticipated Start Date	text	Cannot be made required
	Estimated Duration	text	Cannot be made required
	Preferred Location	text	Cannot be made required
	Estimated Budget	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	Email	text	Always required for signup
	Password	hidden text	Always required for signup
	Password Confirmation	hidden text	Always required for signup
Personal Info	Salutation	text	contact.expert.salutation.required True by default
	First Name	text	Always required
	Last Name	text	Always required
	Phone (office)	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
	Street 1	text	Can be made required with contact.expert.address.details.required
	Street 2	text	Can be made required with contact.expert.address.details.required
	City	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
	Zip / Postal Code	number	Cannot be made required
	Address Type	radio button	Always required
Other	How did you hear about us?	select list	Configurable options as Labels <link>
	I agree to the following: <privacy policy>	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	Salutation	text	contact.customer.inquiry.salutation.required True by default
	First Name	text	Always required
	Last Name	text	Always required
	Email	text	contact.customer.inquiry.email.required True by default
	Account	text	contact.customer.inquiry.organization.required False by default
	Title	text	Cannot be made required
	Phone	number	contact.customer.inquiry.office_phone.required False by default
	How did you hear about us?	select list	Configurable options as Labels <link>
	I agree to the following: <privacy policy>	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	Email	text	Always required for signup
	Password	hidden text	Always required for signup
	Password Confirmation	hidden text	Always required for signup
Personal Info	Salutation	text	contact.expert.salutation.required True by default
	First Name	text	Always required
	Last Name	text	Always required
	Mobile Phone	number	contact.expert.mobile_phone.required False by default
	Phone (office)	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
	Street 1	text	Can be made required with contact.expert.address.details.required
	Street 2	text	Can be made required with contact.expert.address.details.required
	City	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
	Zip / Postal Code	number	Cannot be made required
	Address Type	radio button	Always required
Other	How did you hear about us?	select list	Configurable options as Labels <link>
	I agree to the following: <privacy policy>	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
	Email	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

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

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

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.

Configuring Forms and Required Fields