Shortcut Forms

All About Shortcuts

Shortcuts streamline input by splitting parent Forms into specialized sub-forms.

For example, an Event Form may be split into recurring Basketball, Hockey, and Concert events → each with their own unique fields and Event Markers.

Combine Shortcuts with Public Links

• By combining Shortcuts and Public Links, you can distribute targeted, tailored response Forms via text, QR codes, or NFC. This pairing enables seamless guest interactions, such as:

  • Reporting Lost Items
  • Accessing Guest Services (Venue Maps, Accessibility, Concessions)
  • Delivering Special Offers and Magic Moments
  • Requesting a Wheelchair

• For example, launch this sample Shortcut Form with the URL or QR Code below

  

  https://connect.switchbase.com/p/t-events/wheelchair

  

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Create Shortcuts

Wet spills happen all too frequently.

To speed up reporting — so you don't drown in soda and beer — we'll rip out a simple Wet Spill Shortcut from its parent Issue Form. As we continue, we're going to pre-fill the obvious defaults for Wet Spills, so you:

• Will never have to click repetitive Fields again!
• Can hide Fields that don't need to appear in a Wet Spill Record
• May create a Public Link so anyone can submit a Wet Spill — team member or patron!

To craft a Shortcut:

1. Open your target Form from the Admin section → ex. Issue → and click Edit

   

2. Select Shortcuts

3. Click Create Shortcut

   

4. Prefill your 'default' Shortcut choices:

   • A. Shortcut Name → ex. Report Wet Spill
   • B. Issue → ex. Wet Spill
   • C. Issue Status → ex. Open
   • D. Department → ex. Custodial
   • E. Hide Fields → that you don't wish to appear in your Shortcut by clicking the Eye/Hide button

   

5. Flip the Show in 'Create Records' switch

6. Click ✓ Save Changes

   

7. Return to your Dashboard → click the + Orange "Create Record" button → and select your Shortcut from the list → ex. Report Wet Spill

   Give it a spin!

   

About Hiding Fields

Hide Fields in Shortcuts

• Shortcuts can be streamlined by hiding fields in the parent Form that don't apply to your Shortcut version of the Form

  • Just click the little Eye/Hide button for any Field, and voila, it won't show up in the Shortcut!
  • In this example, Location is visible, but Description and Person Dispatched have been removed from view

  

Unhide Fields

• If you need to restore a Field, click its Eye/Hide icon again

Pre-hidden Fields

• Some Fields will be hidden automatically for you, and can't be undone
  • For example, the Event Field in the image in Step 6 above has been hidden because you don't want team members changing Events accidentally

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Create an Event Shortcut with Event Markers

In this example, we'll break out a Basketball Shortcut from an Event Form and add in the related Event Markers. This way, this lengthy list of Markers will be entered only once for all future Shortcut-created recurring events!

1. Open Forms from the Admin section → and click Edit from the targeted tile → ex. Event

   

2. Select Shortcuts

3. Click Create Shortcut

   

4. Enter your Shortcut Name → ex. Basketball

5. Select the Event Type → ex. Basketball

6. Add your Event Markers → by clicking + Add Marker → and entering the following markers for Basketball - A. Setup (Pre-door) - B. Doors Open - C. 1st Quarter - D. 2nd Quarter - E. Halftime - F. 3rd Quarter - G. 4th Quarter - H. Overtime - I. Egress - J. Doors Closed

   

7. Click ✓ Save Changes

   

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Delete Shortcuts

What if a Shortcut becomes obsolete or you find a duplicate? To remove a Shortcut from your list:

1. Open Forms from the Admin section → and click Edit on the Form's tile where the offending Shortcut is hiding

   

2. Click Shortcuts

3. Click Edit on the offending Shortcut → ex. duplicate Concert 2 Shortcut

   

4. Hit the orange Trash icon

   

5. Confirm the Deletion → by clicking Delete

   

6. Switch back to your Dashboard → click the orange + Create Record button → choose Events → and review your edited list of Shortcuts

   

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Sample Lists of Event Types for Shortcuts

Here are three options for Shortcuts for an Indoor Arena. Find many more such lists in Add Event Markers

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