What is a Primary Form?

Primary Form: Definition, designation, and usage

Definition and designation

One form per event must be designated as its "Primary Form."

You designate the Primary Form by selecting the "Primary Form" checkbox on the form's Setup page. (Plan > Forms > Setup.)

If your event has only one form, that form is automatically the Primary Form.

Changing the Primary Form

To change which form is the Primary Form, select the checkbox for the new form.

This automatically clears the designation for the original.

This is useful when you want to view the Primary Form from an external website, such as an online calendar.

Visibility, reporting, and preview

A report will show the Primary Form Name and Primary Form URL values (if those columns are included in the report).

In the Event List, you can click to preview an event's primary form.

Cross-usage and related features

Some aspects of a Primary Form are used in other places.

For example, the Add to Calendar options on the Confirmation page of the primary form are also used for the "Add to Calendar" dynamic field when it's used in an Email Template or in a form's Personal Agenda section.

Caution

Deleting/inactivating a form does not remove the Primary Form designation.

If you are not viewing inactive forms on the Forms List, you may not be aware that a primary form is still set for an event.

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