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How to create an abstract submission form

Learn how to navigate to Abstract Management Form Creation Section, involving creation of the form, setting up the required submission identifiers, addition of abstract management form specific field tags, and configuring the author profile form.

Summary

The abstract management submission form is a crucial component of the Abstract Management module, as it serves as the section where submitters are directed to provide their submissions and record all abstract-related details. The form is divided into multiple steps, with the number of steps varying by event. Event organizers must ensure that the module-specific identifiers are configured, the author profile form is properly set up, and the appropriate module-specific tags are used within the form.


This article provides a step by step process for creation of the submission form.

 

STEPS FOLLOWED BY THE EVENT ORGANIZER


1. Upon Logging in to the event’s backend and heading over to the “Abstract Management” module, click on the “Submission Identifiers” section to set up abstract identifiers.


  • Abstract Categories:

In case an event organizer intends to divide their event-specific submissions into multiple categories, then they have to be set up from the evaluation set up section. Categories are divided into “three” layers:

  1. Group Category - Main classification level, for example: Health
  2. Parent Category - Second layer which is linked with the group category, for example: Health > Physical
  3. Sub-Category - Third layer which is linked with the parent category, for example: Health > Physical > Diabetes

 

  • Abstract Tracks:

The purpose of abstract tracks is to categorize and organize submissions within a conference or event based on specific themes, topics, or areas of interest. This allows event organizers to streamline the review process, assign submissions to appropriate reviewers or committees, and accordingly create sessions listing tracks in the event post completion of migration flow.

 

2. After setting up the abstract identifiers, event organizers can then proceed to the form builder section for creation of “Abstract Submission Form” and “Author Profile Form”

 

 

3. By default an author profile form will be created upon enabling “Abstract Management” for the event. This form has some pre-created fields to capture details specific to authors and can be edited further as per an event organizer’s requirements.



4. After adjustment of the author profile form, organizers can then switch to the “Abstract Submission Form” which is divided into multiple steps and will also be added by default for the event with some predefined fields. This can be edited through addition/deletion of the questions as per an event organizer’s requirements

 

 

5. The form includes an "Abstract Form Fields" section located below the standard "Predefined, Basic, & Advanced fields." Each of the module-specific fields acts as a tag that, when inserted into the form, retrieves the details configured for that particular section.

 

 

Abstract Step: Used to add the maroon dividers within the form in case it needs to be broken down into additional steps apart from the default created ones.

Abstract Type: This tag is used in case event organizers want submitters to classify their submissions into types. Accordingly upon adding a submission, a type selection drawer will pop up the moment a submitter will click on the “Add Abstract” button with the following options:

  • All
  • Poster
  • Podium

Abstract Tracks: Adding this tag will automatically fetch the tracks created within the evaluation setup section and organizers won’t be required to set up a field and separately add options.

Abstract Category: Adding this tag will automatically fetch the categories (Group, Parent, and Sub) created within the evaluation setup section and organizers won’t be required to set up a field and separately add options.

Abstract Author: Adding this tag will link the “Abstract Author Profile Form” with the submission form and will accordingly show the author form specific fields when a submitter clicks the “Add Author” button in the submission form.

Abstract Title: This field records the title of the submission and it is imperative to use this tag for capturing the title as it accordingly displays the title of submissions in the notification emails and admin, submitter, and reviewer dashboard listing sections.

 

6. Step 1 of the form contains “Instructions” content which can be adjusted as per an event’s requirements. Users can add important submission guidelines, due dates, and other important submission specific details in this step to ensure that users go through this as the first piece of information prior to adding submissions. 

 

 

7. Step 2 of the form can be set up as per an event’s requirements. Usually it's the step where details specific to abstract such as Abstract Title, Description, file, etc. can be collected.

 

 

8. Step 3 is where the “Author Profile Form” can be integrated by adding the Abstract Author Event organizers will just be required to insert the tag and the system will automatically integrate and show up the author profile form on the frontend’s submission section.

NOTE: It is essential that the step integrating the author profile form with the abstract submission form does not include any additional input fields.

 

9. Step 4 of the submission form can be used to add abstract type, tracks, and category tags which automatically pick up the defined tracks and categories from the submission identifiers section.

 

10. The form can be extended further through addition of additional steps as per the event’s requirement. And apart from the “Abstract Form Fields”, users can use any of the additional field types such as, dropdowns, checkboxes, etc. to set up their form.



11. Once created, it is important that the user clicks on the “Save Form” button to ensure that the entire form layout is saved up and can be launched for the submitters to start making their submissions.