Content Portal Migration Guide
If you have copied a Submission Flow from an event that did not have our Content Portal feature please read this guide because there are a couple of important changes you need to be aware of.
Agenda changes now update the submission
The typical flow for a submission, is that a submitter completes their submission and then you add the speakers and session to the agenda. This copies the data from the submission onto the corresponding fields on the agenda.
Before Content Portal when you made a change on the agenda the change you made was not copied back to the original submission. This resulted in the situation where you could accidentally revert the change you made in the agenda by overwriting it with the older data in the submission.
To simplify this situation, and to reduce anxiety around choosing the wrong option, we have made a change for Content Portal events so that changes in the agenda will now update the corresponding answer in the submission. For example changes to speaker names, and headshots, session titles and descriptions will update the original submission with the new value you have set on the agenda.
The original answer given by the submitter can still be accessed. To do this navigate to the submission and scroll down to the question. You will see next to the question. If you click that you can see all previous versions of the answer and if you wish revert the answer back to a previous version.
Please note that adding and removing speakers from a session does not update the submission. If you remove a speaker from a session you will see a warning on the agenda advising you to choose the option to ignore the speaker on the submission.
Visibility of questions needs your review
We have simplified how you choose which questions are visible in each stage. The previous automation actions of to Add, Lock, Unlock and Hide Form Sections have been replaced with an explicit option for each question in each stage.
We have attempted to migrate your configuration from your old flow to the new one, however it needs your review as we cannot guarantee what we have done matches your requirements. To review your flow please perform the following actions.
- Navigate to
- Click the new of the flow
- Choose
- Now perform these actions for each stage in your flow
- Click the icon next to the stage name
- Expand out the ‘Question Visibility in this Stage’ section
- You will see the questions on your form. Each question can be set to Editable, Locked or Hidden. Review the current options and update if necessary.
- Save the stage
Changes to these options no longer require you to move a submission out of, and back into, a stage. The change will take place immediately.
‘Create / Update Agenda’ automation is simplified
If you previously used the ‘Create / Update Agenda’ automation action, the behavior has been simplified.
The automation action has been replaced with a new ‘Should the agenda be updated for submissions in this stage?’ option in the configuration for each stage. The option has been set as per the configuration in your old flow.
- Navigate to
- Click the new of the flow
- Choose
- Click the icon next to the stage name
Previously the agenda would only update when a submission moved from one stage to another. Now the agenda will update in these circumstances:
- A submission moves into a stage where this option is turned on.
- A submitter saves a change to their submission while the submission is in a stage where this option is turned on.
- An event manager changes the answer on a submission wile the submission is in a stage where this option is turned on.