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.
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:
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:
Once the form has been created you can go in and edit your form as needed.
In order to edit the form, simply:
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.