Using forms to collect and update user information

Available starting June 4, 20225

You can use forms in the workspace to not only collect input from your app users, but also to collect user information that will be subsequently added or updated in the user's profile (metadata).

This can be used as an effective way to collect attendee information after they have completed their registration, and to then target specific content or app menu items in the app based on the collected user information.

This can be achieved by modifying the form element that you want to use to capture the attendee's response, more specifically under the Value key field in the form element's Advance options:

For example, here we have selected an event feedback form, with an element that asks the attendee whether they would like to have access to a document that summarizes the event, with a YES / NO single answer choice.

Here, we would want the user's response in the form element to automatically update a created user field (metadata) called "Access event summary" (access_event_summary).

It is important to note here that the user field (metadata) called "Access event summary" has the same choice options as the form element.

For this to work, we would add the following value to the Value key field for the form element (with the blue part here corresponding to the metadata): fp_userfield_access_event_summary

By doing so, the YES / NO answer that is provided by the attendee via the form element will be automatically added to the "Access event summary" (access_event_summary) user metadata.

You will need to also make sure that the correct form element type is associated with the correct metadata type in the user profile. Please see below the supported form element input types that can be used, along with the necessary corresponding user metadata: