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How to Create/Edit a Form
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Forms allow you to collect data from your site’s users including applicants, reviewers, and recommenders. You can personalize email communications, move applications between stages, assign applications to reviewers, and prepare summary reports with the data you collect.

Forms are tasks associated with an application round, review round, or eligibility tasks in your workflow. You can design application forms, reviewer ranking forms, and recommendation forms to be included in your process.

In this Article...

 

How to Create a New Form

When creating a new form you will be given a blank form. Use the form builder to add your questions, create Branching Logic, and make your form ready for your users to complete. In order to create a new form:

  1. Go to the Workflow
  2. Click on the Name of the stage to access the stage configurations
  3. Click on the Tasks tab
  4. Click on the + icon
  5. Select Fill out a Form
  6. Give the Task a Name. This is the name that will be visible to your applicants when they apply to your program.
  7. Select Create New Form
  8. Click on the name of the task to open up the settings and edit the "Fill Out a Form Task" settings
  9. Update your task settings and click Create Task
  10. Open the task again and click on Edit Form to enter the Form Builder.
  11. In the form builder, add questions to the form
  12. Optional: Add Branching Logic as required. This logic can include hiding and showing questions in the form based on responses the applicants give.
  13. Click Save at the bottom of the Page
  14. Preview your form to see how it will perform for the user.

 

How to Create a Form from a Form Template

Creating a form from a template can be a useful and efficient way to get you started with a new form. It will automatically populate the form builder with pre-existing questions and that can be changed as required.

To create a form from a template:

  1. Go to the Workflow
  2. Click on the Name of the stage to access the stage configurations
  3. Click on the Tasks tab
  4. Click on the Plus + sign
  5. Select Fill out a Form
  6. Give the Task a Name. This is the name that will be visible to your applicants when they apply to your program.
  7. Select Copy Existing Form
  8. Select the template you wish to use. You will be provided with a list of previously created forms within your site including forms from other Programs.
  9. Click on Copy this form to open up the settings and edit the "Fill Out a Form Task" settings
  10. Update your task settings and click Create Task
  11. Open the task again and click on Edit Form to enter the Form Builder.
  12. Use the Form Builder to edit your form template to meet your requirements for this form.

 

How to Edit a Form

Once the form has been created you can go in and edit your form as needed.

In order to edit the form, simply:

  1. Access the Form Builder of the form you wish to edit.

WARNING! Based on how data is saved within the site there are several changes that we strongly advise against making as these changes to the form could impact the data you have previously collected. To learn more about what you can and should not change within a form you can refer to our article on How to Safely Make Changes to a Live Form.

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