The Form Builder module in SOURems allows you to easily create customized forms for event registrations, feedback collection, surveys, and more — all within a few clicks. You can design, configure, share, and analyze responses directly from your dashboard.
Creating a New Form
Click the Create Form button at the top of the form list to open the Create New Form wizard. A General Form has 3 steps; a Ticket Registration Form has 5 steps.
Step 1 — Category
Pick one of two categories:
- General Form — Fully customizable. Ideal for surveys, feedback, and questionnaires.
- Ticket Registration Form — Pre-configured with the Holder Name, Email, and Contact Number fields (locked). How submissions are handled depends on the behavior you pick in Step 2.
Step 2 (Registration only) — Behavior
Ticket Registration forms ask you to pick how registrations are handled:
| Behavior | How registrations flow |
|---|---|
| Standard Registration | Attendees register and are immediately added to the ticketing system. Best for open events with no vetting required. |
| Approval-Based Registration | Registrations go through an approval workflow. Once approved by the organizer, tickets are delivered through an email campaign sent by the organizer. |
| Paid Registration | Registrations include integrated payment. Tickets are reserved at submission and finalized once payment completes. Use for events with paid tickets or tiered pricing. |
For Standard Registration only, a Send ticket email on submit checkbox appears below the cards. When enabled, a required Support Email field appears — the address shown in the ticket emails sent to registrants.
Step 3 (Registration only) — Goers or Pricing
This step changes based on the behavior chosen in Step 2:
- Standard / Approval-Based → a Configure Goers step. Toggle Allow Goers to let registrants add extra attendees, and (Standard only) set Max additional attendees per submission and Max participants. Use 0 for no limit.
- Paid Registration → a Configure Pricing step. See Paid Registration below.
Step 2 (General) / Step 4 (Registration) — Template
The wizard offers six quick-start templates filtered by category. Each card shows the estimated time to complete and the fields it pre-fills.
- General templates: Feedback Form, Survey / Questionnaire, Event Feedback (each ≈2 minutes, 7 fields).
- Registration templates: Basic Registration (1 min), Registration with Preferences (3 min), Registration with Session Selection (4 min).
Step 3 (General) / Step 5 (Registration) — Customize
- Form Title (required) — auto-fills with the template's suggested title.
- Form Description — auto-fills from the template.
- A live preview card on the right shows the form as you type.
Click Create Form at the bottom to finish. The button shows "Creating…" while saving, then takes you to the Builder canvas.
Configuring Your Form
After creation you land on the Builder canvas (one of three tabs at the top: Builder, Preview, Responses).
Form Details
- Form Title — display title shown to attendees.
- Description — short purpose statement.
- Additional Information — rich-text content via the SOURems WYSIWYG editor (supports bold, lists, tables, embedded images, etc.).
Adding Form Fields
The right-hand panel contains a Form Fields section above a palette of field types. Click any field type in the palette to add it to your form — the new field appears in the Form Fields section above the palette (not in the left panel; the left panel is the form list / navigator).
Field Palette
- Preset Fields (5): Full Name, Company Name, Email Address, Phone Number, Country.
- Other Fields (13): Text Input, Long Text, Number, Dropdown, Radio Buttons, Checkboxes, Date Picker, Time, Star Rating, Linear Scale, Choice Grid, File Upload, Terms & Conditions.
Drag the handle on the left of any field row to reorder. Duplicate field names are flagged automatically.
Editing a Field (gear icon)
Click the gear icon next to a field to open the Edit Field Settings modal. Common settings:
- Field Type — switch the field's type. Locked for fixed registration fields (a yellow lock icon appears).
- Field Label — the question or field name shown to respondents.
- Placeholder Text — example text inside the input.
- Field Description / Help Text — shown below the input. TinyMCE editor for Terms & Conditions; plain textarea for everything else.
- This field is required — make it mandatory before submission. Locked on for fixed registration fields (except Company Name).
- Only allow email that is valid in the current event — appears for Email-type fields. Restricts submissions to addresses already in your event's ticket / contact list.
Type-Specific Settings
| Field type | Extra settings |
|---|---|
| Long Text | Number of Rows |
| Number | Minimum Value, Maximum Value |
| Star Rating | Maximum Rating |
| Linear Scale | Min / Max Value (0–5), Min / Max Label |
| Full Name | Format toggle (Full Name vs First & Last Name) |
| Phone Number | Default Country Code |
| Dropdown / Radio / Checkboxes | Options list (add via Enter, reorder, remove). Checkboxes also has Min / Max selection. |
| Choice Grid | Rows (questions) AND Columns (answer options). Both editable lists. |
| File Upload | Min / Max files (1–3). Hard cap at 3 files. |
Click Save (top right) before navigating away — an unsaved-changes warning appears if you try to leave the page with edits in flight.
Form Settings
Click the Settings button at the top of the Builder canvas to open the Form Settings dialog.
Behavior & Submissions
- Submit Button Text — customize the submit button label (default "Share Feedback").
- Success Message — shown to respondents after submission (default "Thank you for your feedback!").
- Accepting Submissions — toggle this off to close the form to new submissions without deleting it. When off, the public form rejects new submissions. Useful at the end of an event when you no longer want responses but still want to access the data.
Form Card Appearance
- Show Border — adds a border around the form card.
- Show Shadow — adds a drop shadow for visual emphasis.
Registration Form Behavior (Registration forms only)
- The dialog displays the chosen behavior type (Standard / Approval-Based / Paid) read-only with its icon and description. Behavior cannot be changed after creation.
- Standard Registration — a Send ticket email on submit toggle is shown; when on, a required Support Email field appears (must be a valid email).
- Paid Registration — the dialog includes a required Support Email, an optional Redirect URL after payment, a Ticket Pricing section (edit ticket types, prices, and stock — each row shows live Sold / Held / Available counts), and a Max tickets per order field. See Paid Registration.
The Save button is disabled if validation errors exist.
Paid Registration
Paid Registration turns a Ticket Registration Form into a checkout: buyers choose how many tickets they want, pay through the integrated payment gateway, and receive their tickets once payment completes.
Configure Pricing (wizard Step 3)
When you pick Paid Registration in Step 2, Step 3 of the wizard becomes Configure Pricing:
- Ticket pricing rows — for each row, pick a Ticket Type (from the event's ticket types), set a Price (MYR), and set a Stock cap. Stock caps total sales for that ticket type; use 0 for no limit. Each saved row shows live Sold, Held, and Available counts. Click Add ticket type to add more rows.
- Max tickets per order — the largest single purchase a buyer can make (buyer + goers). Use 0 for no limit.
- Support Email (required) — shown to buyers in ticket emails and on the receipt.
- Redirect URL after payment (optional) — buyers see a button on the receipt page linking here. Must start with http:// or https://. Leave empty to use the SOURems default.
You cannot advance past this step until every pricing row has a ticket type and a price, the Support Email is valid, and the Redirect URL (if entered) is well-formed.
Editing pricing later
All of the above can be changed after creation from the Form Settings dialog, which includes a Ticket Pricing section and a Max tickets per order field for Paid forms. The behavior type itself (Paid) cannot be changed.
The buyer experience
A Paid form is filled out as a two-step public flow:
- Select tickets — the buyer chooses a quantity for each ticket type, within the stock and "max tickets per order" limits. Submitting this step creates a reservation that temporarily holds the chosen tickets and starts a countdown timer (about 15 minutes). The buyer can extend the reservation once if they need more time.
- Fill in details & pay — the buyer enters holder and attendee information, then submits. The form hands off to the payment gateway (Fiuu) to complete payment. Tickets are finalized once payment succeeds; if the reservation expires before payment, the held tickets are released.
Form Template
Apply a branded landing-page template to wrap your form in a designed background. Click the Template button (next to Share) at the top of the Builder canvas to open the template settings popover.
Use Template toggle
The popover starts with the Use Template toggle turned off (state shown as Disabled). When you turn it on, a Select Template gallery appears below.
Available Templates
| Template | Description |
|---|---|
| Purple Gradient | Modern split layout with a purple theme. |
| Teal Ocean | Vibrant teal theme with floating elements. |
| Coral Sunset | Warm coral theme with elegant waves. |
Previewing Your Form
The Preview tab (next to Builder and Responses) renders your form exactly as respondents will see it.
Viewport toggles
Three buttons at the top of the Preview tab let you check responsiveness:
- Desktop — full-width view.
- Tablet — medium width to validate the mid-size layout.
- Mobile — phone-width view.
Viewing Responses
The Responses tab shows incoming form data. Behavior depends on the form type:
- Ticket Registration Forms — responses route automatically to the Approval Model for review (Approval-Based) or directly create tickets (Standard / Paid).
- General Forms — responses appear in the Responses tab with two sub-tabs: Summary and Response Detail.
Summary sub-tab
- Top of the page shows four stat cards: Total Responses, Total Fields, Refresh Data (clickable, reloads the latest), Export Data (downloads all responses as CSV).
- Each form field gets its own card with a type-specific visualization:
- Text-based fields (text, long text, email, name): a list of answers. For 50+ responses, the list virtualizes for performance. Each answer is clickable — click one to jump to its full row in the Response Detail sub-tab.
- Choice fields (radio, dropdown, checkboxes): pie chart and bar chart visualizations.
- Choice Grid: a grid heat-map visualization.
Response Detail sub-tab
Lists every response as an individual row, showing the answers to every field for that respondent. Use this when you need to read someone's full submission.