Applicant-Driven Routing Steps (ADRS) functionality in InfoReady is the same across templates but may look slightly different based on which template is used.
The information below focuses on the administrator configuration and applicant experience for ADRS in an opportunity made with the Form Designer Template.
For more information on how this feature works please view this article: Applicant-Driven Routing Steps (Pre-Approver)Administrators can add the Applicant-Driven Routing Steps section as an additional requirement to any place in the form. This area allows applicants to enter email address(es) of individuals that will be the first reviewers (i.e., approvers) on their submission.
Administrator View (Requirements Page)
In the expanded toolbar on the left side, add by selecting Applicant-Driven Routing Steps as shown below.
Once added to the desired location in the form, the Settings panel immediately opens on the righthand side of the screen:
Default Configuration
1. Edit the field label to describe the overall section (optional).
2. Edit the description to provide more detailed instructions to the applicants (optional).
3. Enter the number of steps needed.
4. Fill in label(s).
Applicant View
- The applicant will see a text field for each approver.
- They must enter one email address for each field.
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.