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Upload Fields for Custom Forms – Documentation

Overview​

Events Manager Pro 3.5 introduces Upload Fields for booking, attendee, and user forms. This feature allows you to collect images, documents, or other files from attendees during the booking process, with file previews and upload restrictions built in.

Upload fields can be added to:

  • Booking Forms: Files uploaded apply to the entire booking.
  • Attendee Forms: Each attendee can upload their own files.
  • User Forms: Files uploaded by registered users are stored in their profile and persist across bookings.

Enabling the Visual Uploader​

Before adding upload fields, ensure the Visual Uploader is enabled:

  1. Navigate to Events > Settings > General > Uploads.
  2. Enable Visual Uploader.
  3. Set default upload size limits and image dimension limits (optional). (Screenshot Placeholder)

These defaults can be customized for each upload field later.

Adding an Upload Field​

You can add upload fields to booking, attendee, and user forms.

Booking Forms​

  1. Go to Events > Booking Forms.
  2. Select the form you wish to edit.
  3. Click Add Field and select Upload Field.
  4. Configure the field:
    • Label: Display name for the field.
    • Allowed File Types: E.g., images, PDFs, or custom extensions (e.g., .jpg, .png, .pdf).
    • Max File Size: Individual file size limit.
    • Max Uploads: Limit the number of files that can be uploaded.
    • Image Dimensions (Optional): Set maximum width and height for images.
  5. Click Save Form. (Screenshot Placeholder)

Attendee Forms​

  1. Go to Events > Attendee Forms.
  2. Follow the same steps as the Booking Forms section.
  3. Uploaded files will be specific to each attendee. (Screenshot Placeholder)

User Forms​

  1. Go to Events > User Forms.
  2. Follow the same steps as the Booking Forms section.
  3. Files uploaded by users will be stored in their profile and automatically attached to future bookings. (Screenshot Placeholder)

Making a Booking with Upload Fields​

  1. Navigate to an event with a form containing upload fields.
  2. Complete the form and upload the requested files:
    • Supported files will display a preview (images, PDFs).
    • Unsupported files will be rejected based on your settings.
  3. Submit the booking. (Screenshot Placeholder)

Managing Uploads in the Admin Area​

  1. Go to Events > Bookings.
  2. Open a booking with uploaded files.
  3. Uploaded files will be displayed with file icons and previews.
  4. You can:
    • Preview Files (images, PDFs).
    • Delete Files (with the option to undo before saving).
    • Upload New Files (adhering to field restrictions).
  5. Click Save Changes. (Screenshot Placeholder)

Managing User Uploads​

  1. Go to Users > All Users in WordPress.
  2. Select a user with uploaded files.
  3. You will see their uploaded documents associated with User Forms.
  4. You can add new files, remove files, or replace files.
  5. Changes will be reflected in all future bookings made by this user. (Screenshot Placeholder)

Important Notes​

  • File Upload Limits: Maximum file size and types depend on your server configuration (e.g., PHP settings). Ensure your hosting environment supports the limits you wish to apply.
  • Undo File Deletion: If you remove a file during editing, you can undo the deletion before saving.
  • Previews: Supported previews include images (JPEG, PNG) and PDFs. Other file types will display as a generic icon.

Common Use Cases​

  • ID Verification: Request attendees upload a scan of their ID.
  • Waivers/Forms: Collect signed documents before the event.
  • Photos: Require attendees to upload images for badges or promotional material.

Troubleshooting​

[Insert any error messages or edge cases you’d like covered. Please confirm common issues during testing.]

Frequently Asked Questions​

[List any common questions or points of confusion raised during beta testing. Please confirm with support team.]

  • [Booking Forms Overview]
  • [Attendee Forms Overview]
  • [User Forms Overview]

Final Review Needed​

Please confirm the following:

  • Error messages or common issues during upload process.
  • Supported file types beyond images and PDFs.
  • Any known browser limitations or compatibility issues.
  • Server configuration requirements (e.g., PHP upload limits).

Once finalized, this documentation will serve as a comprehensive guide to the new Upload Fields feature. Let me know if you’d like me to start refining any sections further.