What's a "Primary Form"?

Primary Form is the form designated as the main form for an event.

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

To designate the Primary Form, select the "This is the primary form for the event" check box on the form's Setup page.

Plan > Forms > Setup is the path for the Setup page.

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

To change which form is the Primary Form, select the "This is the primary form for the event" check box for the new form.

The selection automatically clears the designation from the original form.

This designation is useful when viewing the primary form from an external website, such as an online calendar.

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.

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 used for the "Add to Calendar" dynamic field when it is used in an Email Template.

The Add to Calendar dynamic field is also used in a form's Personal Agenda section.

Caution: Deleting a form does not remove the Primary Form designation.

Deleting a form does not remove the Primary Form designation. (Note: this is phrased as two separate ideas in the original content for clarity.)

Inactivating a form does not remove the Primary Form designation.

If a user is not viewing inactive forms on the Forms List, the user may not be aware that a Primary Form is still set for an event.

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