TX Forms Overview

TX Forms is accessible through TargetX Builder, replacing the previous TargetX Forms tool in TargetX Event Forms or TargetX Inquiry Forms. This tool allows you to conveniently access your existing forms and utilize enhanced features and a modernized interface.

• TX Forms allow you to:
  • Define Conditional Questions to dynamically generate additional questions based on a user's response.
  • Configure Editable Picklist Values so you can eliminate or modify values that may not be applicable or require renaming.
  • Create Conditional Picklist Values using Option Groups to display a limited set of values to users based on criteria.
  • Include True/False Questions to improve efficiency and standardize data.
  • Customize Sections so users only see the information that is relevant to them.
  • Add Repeatable Sections to configure one section that can be displayed multiple times to collect multiple records.
  • Add Display Text to provide instructional information or additional context.
  • Clone existing forms to streamline your processes.
  • Configure File Uploads to allow upload of specific types of documents.

The left panel displays the types of Forms available: General, Events or Application. Clicking on either option displays the List View for that Form Type:

• General Form list View
• Event Form list View - if the Event has been assigned to an event, the number of Events field will reflect that:
• Application Form list View

Search for forms by clicking on the Search icon [] on the top right, then enter the Name or Title of the form.

Note: Any forms created in the previous interface, TargetX Forms, will be available in TX Forms. You can continue to use those forms as is, or you can edit them in TX Forms, which will convert them to the new format and allow you to use the updated functionality.

• The Action Menu includes options to Edit, Share, Duplicate, or view Version History for your form(s). The Share option is only available for General and Application form types.

To implement TX Forms, see Implementing TX Forms for Events or Implementing Inquiry Forms for Inquiries.