Conditional Review Questions

We’ve made an exciting update to the Review Module that now allows conditional questions as part of a custom review form!

What’s a “conditional question”, you might ask? It’s a review question that’s only displayed when a certain condition is met in the proposal being reviewed. For example, if your submission form includes a question for “session type”, with options for “roundtable” and “poster”, you might want reviewers to see one question for roundtables and another question for posters.

Before, the review form had to include both questions with instructions like “If a roundtable…” and “If a poster…”. Now, the Review Module is smart enough to know which question to display based on the answer to the session-type question. In other words, if the proposal is for a roundtable, the reviewer sees the roundtable question; If it’s a poster, the reviewer sees the poster question.

The new feature works with just about any type of question in the submission form. Of course, it works best with questions that have pre-defined answers (radio buttons, checkboxes, and drop-down lists) and not so well with open-ended questions (text, date/time, and file-upload fields).

Give it a try the next time you’re working on your custom review form!

Autocomplete & Form Fields

Most current web browsers have a helpful feature called “autocomplete” that fills in form fields for you based on information you’ve entered into similar fields in the past. You’ve probably seen this if you’ve started to fill out a form asking for something like your mailing address… You start to type something in the first field (usually your first name) and the browser displays a drop-down list with suggestions for autofilling the form. If you select one of the suggestions, the browser magically fills in all the other fields in the form (address, city, state, etc.) without you having to type anything in.

The autocomplete feature can save a lot of time and effort when you’re filling out forms… but not in all cases. Take ProposalSpace for example. If you have a proposal and add yourself to it, autocomplete can be a huge timesaver. If you add someone else, however, autocomplete will try to use your information to fill in the fields meant for them. If you catch what happened, you can go back and correct the entries. If you don’t catch what happened, you could end up submitting a proposal with the wrong information for that user.

One option for getting around this issue was to disable the autocomplete feature altogether. That seemed a little extreme, however, so we decided instead to enable autocomplete only for your own information.

Hopefully this makes the autocomplete feature less of an annoyance and more of a useful feature. If you come across any problems with our solution, or have any suggestions for improvement, please let us know, either in the comments below or by contacting us directly.

Dashboard Updates

Dashboard ScreenshotJust a quick note to announce some improvements to the Dashboard:

  • Smart Archiving: If you don’t manually archive a call, proposal, or administrative session, the system will automatically archive it for you. (You can still access archived items, they’re just on a separate archive page.) Calls are automatically archived one year after being activated, while proposals and administrative sessions are automatically archived when the call is archived.
  • Additional Details: The call, proposal, and review listings now display the organization(s) responsible for the call, while call and proposal listings now display when they were last edited and by whom.
  • Direct Actions: Select actions for calls and proposals are now available directly from the Dashboard. Key actions, like viewing reviewer comments and managing session materials, are always visible. Secondary actions, like delete and archive, are hidden by default but can be made visible by clicking on a toggle.
  • Call Logos: We’re expanding our branding efforts for calls once again, this time by displaying call logos along with each listing.

We hope everyone likes the changes. If you have any feedback, be sure to let us know!

New Feature: Customizable Submission Receipt

Submission received!As soon as our system receives a submission, it immediately emails a receipt to the person who submitted the proposal and, if different, the person who created the proposal. Previously, the contents of that email weren’t editable.

Now, with our new Custom Receipt Module, you can customize the receipt by editing the Subject line and adding text to the body of the message. The message will continue to contain boilerplate text that can’t be edited, like the call name, proposal title, and link to the ProposalSpace Dashboard, but you can add as much text as you like to supplement it.

The new module also allows you to edit both the formatted (HTML) and plain-text versions of the receipt. (Most email clients display HTML-formatted email, but we also include a plain-text version for those that don’t.)

And to help with branding, we’ve added the call logo to the design of the formatted version!

You can find the new module under Settings -> Submission -> Submission Receipt. If you have any questions or feedback, be sure to let us know!

Proposal-Form Improvements

We are really excited to announce a major redesign of the proposal form!

  • All proposal components (instructions, contents, persons, and terms) are now on a single page, with a navigation bar for jumping between sections.
  • Answers are now saved individually. (No more scrolling to the bottom of the page and clicking the Save Changes button.) For text fields, changes are saved as soon as the user exits the field or clicks the field’s save button. For all other field types (radio buttons, checkboxes, etc.), changes are saved immediately.
  • The proposal header is now “sticky” and displays the last date and time changes were made to the proposal. It also displays how complete the proposal is.
  • Incomplete / missing answers can now be easily identified with a handy new tool that highlights exactly which answers need attention.
  • Authors can now rearrange persons in the proposal (e.g. speakers, authors) and save them in the desired order.

We know change can be disorienting, so to make the transition to the new features as painless as possible, we’ve¬†created a tour that walks users through the new design. A link to the tour will be at the top of every proposal for the next three months. There is also a permanent link to the tour in the Menu drop-down in the top, right-hand corner of the page.

New Feature: Review-Chair Submission Approvals

We’ve got another exciting new feature for call admins! Now, you can allow review chairs to approve submissions for review.

ScreenshotPreviously, only call admins could approve submissions. Now, if you would like to delegate that responsibility, just pull up the settings for the review chair (in the appropriate review group) and check the "Allow?" box for the "Approve submissions" setting. (See the screenshot to the right.)

One important thing to keep in mind: Submission fees are paid when proposals are approved for review, so anyone who has permission to approve submissions will be able to charge the submission fees (but nothing else) to the credit card on file.

New Feature: Returned Submissions for Review Chairs

We’ve added a new feature to the Tracker: Now, review chairs can see submissions that have been returned for edits.

Previously, only call admins could see returned submissions. We heard from a call admin, however, that she didn’t want to promote her review chairs to admins just so they could track returned submissions. We thought it was a great idea, so we built it in!

Once again, this shows that the best ideas come from our users. If you’ve got an improvement you would like to see, feel free to pass it along. We’d love to hear it!

New Feature: Copy Options for Calls

We’ve got another new feature to announce! Call admins can now fine-tune the settings that are included when copying a call.

Copy-Options ScreenshotPreviously, all of a call’s settings were copied except the administrators and review groups, which had to be added back to the copy. Now, you can tell the system to include those settings in the copy (see the screenshot to the right) or to make a copy without those settings (in case you want a different set of administrators, for example).

Also, if your call has a custom review form, there’s now an option to include the custom form with the copy or to use the default form.

Check it all out and let us know what you think!

New Feature: Add Yourself

We’ve been adding a lot of new features to the site recently, but haven’t been updating the blog to let everyone know about them. (Sorry!)

add yourself optionOne feature we’ve just added, though, is definitely worth mentioning: An “add yourself” option when adding users to a proposal.

Previously, if you wanted to add yourself to a proposal, you first had to search for your account in ProposalSpace, like you would when adding anyone else. It wasn’t much of an inconvenience (just one step), but why not streamline it? Now, when you want to add someone to a proposal, you’re given an option to add yourself or add someone else. If you want to add someone else, the process stays the same. If, however, you want to add yourself, just click that option and you’re done!

New Feature: Reviewer Messages

new reviewer messages optionCall admins can now email reviewers using the Messaging Module!

Just go into the Messaging Module and click the New Message button, like you always have. At the top of the form, you’ll see a new field labeled “For” (right). To send messages to reviewers, just select “Reviewers” from the drop-down box, then select which review group(s) and roles (review chairs and/or reviewers) to send the message to.

As with all messages sent using the Messaging Module, the system archives the message and provides delivery receipts.

Check it out and let us know what you think!