If the Participating Organization hierarchy (also called "Primary Organizations") is enabled for the site, administrators can add this additional requirement to any place in the form. This question allows applicants to pick their institutional affiliation from a designated list. Administrators can then use this data in a variety of ways.


Administrator View (Requirements Page)

Note: This specific InfoReady Tool does not fully function in the admin Preview because it relies on pulling specific user data when it is used on the launched form. As long as you add the question as shown below, and your site uses the Participating Organization hiearchy, it will work as intended.


Add the field by selecting Primary Organization as shown below.

Admin view of Primary Organization field


Once added to the desired location, add instructions or logic by clicking Settings.

Admin view of settings panel

Access more in-depth instructions below:
- Adding Instructions
- Adding Conditional Logic

Applicant View

1. Click Add Organization.Applicant view of Add Organization button


Depending on if the user has submitted an application in InfoReady before, the hierarchy will either display the full list (A) or their previous selection (B).


2. Select the organization.

3. Click Save & Close button.


A. Selecting from the full list

Applicant view of selecting from full list


B. Selecting a previously indicated organizationApplicant view of selecting from previous selection


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.