What's a 'Primary Form'?

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Keywords: Primary Form, Form Setup, Event Forms, Add to Calendar, Reports, External Website

Document ID: https://platform-support.certain.com/hc/en-us/articles/31733964697367#split1

What's a "Primary Form"?

Definition

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

A form is designated as the Primary Form by selecting the "Primary Form" checkbox on the form's 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 checkbox for the new form.

Selecting the new form automatically clears the Primary Form designation on the original form.

This is useful when you want to view 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 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.

Deleting or 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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