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| How do I create a worksheet? | |||||||
 Enter a name for the worksheet. Click "Create Worksheet"  Locate "Worksheet Name" section. Rename worksheet if desired. Locate "Client Title" section. Enter a title. This title will appear as a link in the client's online planner when they click "Modify Your Event Information" from their main screen (see screen shot #1 below). Leaving blank will default to worksheet name. Locate "Status" section. Select "Active" to make the worksheet available. Select "Not Active" to make the worksheet unavailable. Locate "Actions" section. "Add New Section" will add a new section to your worksheet. "Preview Form" will display how the worksheet looks to the client in a pop-up window. "Token List" will display in a pop-up window all custom tokens for each field you create. "Remove Form" is not available at this time.  Screen Shot #1:  Locate "Page Header" section. Enter whatever is desired. Tokens may be used and client cannot see this section .  Locate "Worksheet Details" section. Click "Edit Section" button.  Locate "Title" field. Rename field as desired. Locate "Description" field. Enter description as desired or leave blank. This appears as the section title and section description in the client's worksheet (see screen shot #2 below). Click "Save Changes" button.  Screen Shot #2:  Click "New Field" button to add a field to this section.  Locate "Field Type" field. Select type of field from drop-down box. Locate "Title" field. Enter text as desired. Locate "Description" field. Enter text as desired. Locate "Default Value(s) - separate with semicolon (;)" field. Enter text as desired. Note: Use "nbsp;" to create a blank space in any field. Click "Add New Field" button. Repeat step above to add additional fields. As needed, add additional sections. Click "Add New Section" at the top of the page. Repeat process for editing sections and adding fields to each section.  Worksheets can be configured in several ways. Below you will find several screen shots. Each one contains 3 views: Your view from within Gigbuilder, online planner view by a client, and edit view of how each field was created. Review carefully the look and feel of each of the screen shots below. Using "Text Field" as the field type. Entering text in "Title" and "Description" fields. Note: "Paragraph" as the field type works in the same manner.  Using "Text Field" as the field type. Entering text in "Title" field only. Note: "Paragraph" as the field type works in the same manner.  Using "Dual Text" as the field type. Entering text in "Title" field only. Note: "Dual Paragraph" as the field type works in the same manner.  Using "Dual Text" as the field type. Entering text in "Title" and "Description" fields. Note: "Dual Paragraph" as the field type works in the same manner.  Using "Dual Text" as the field type. Entering text in "Title", "Description", and "Default Value(s)" fields. Note: "Dual Paragraph" as the field type works in the same manner.  Using "Drop-Down" as the field type. Entering text in "Title" and "Default Value(s)" fields.  Using "Drop-Down" as the field type. Entering text in "Title", "Description", and "Default Value(s)" fields.  Using "Yes/No" as the field type. Entering text in "Title" field only.  Using "Yes/No" as the field type. Entering text in "Title" and "Description" fields.  "Select-Text", "Music Picker" and "Date Picker" to be added soon. |
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