Expected Completion Time: 1-3 Hours


Learning Outcomes

At the end of this module, you should be able to do the following:

  • Understand the key differences between the new form builder and other InfoReady templates.
  • Add instructions and organize forms with multiple pages and/or sections for clarity.
  • Use a variety of question types to collect data in the format you need.
  • Build conditional logic at the page, section, or question level to guide applicants only to the questions they need to answer.
  • Verify your form is working as expected with the Preview functionality.
  • Visualize the applicant experience of filling out a submission made with this template.

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module.

What is the new form builder? (20-30 min)

This template offers form flexibility, including pages, sections, conditional logic/branching questions, text-only boxes, and a responsive preview. It is particularly helpful for applications with many questions, multiple sections, different required questions for certain applicants, and/or a wide variety of question types.


Read

Setting the Form Structure (10-20 min)

Start by deciding how many pages and sections you'll need, as well as the overall form settings for applicants.

 
Read

Watch

  • Requirements Page Navigation Basics (8 min)

 

Adding and Customizing Questions (30-40 min)

Add questions to the form in the appropriate locations, keeping your labels short and including instructions where needed.


Read

Configure Conditional Logic (Optional) (15-30 min)

If needed, configure logic to guide applicants toward the relevant questions to complete, based on their prior responses.


Read

Watch

  • Configuring Conditional Logic (9 min)

Previewing the Form (5 min)

Quickly switch to the Preview setting to test a variety of response combinations to make sure your form is working as intended.


Read

Applicant Experience (5 min)

While the Preview described above will give administrators an accurate applicant experience, it's also helpful to be aware of a few additional settings that affect them.


Read

Watch

  • Applicant Experience (4 min)

Module 11: Put into Practice Exercise 

- Scenario 1: You need to create an opportunity where applicants will answer several multiple choice questions. Do you need to use the new Form Designer for this? Why or why not?
- Scenario 2: You need to set up a form where students with different class standings (i.e., freshman, sophomore, etc.) will be required to answer separate questions. There will also be additional requirements for international vs. domestic students. How you could you structure the form and use logic to suit both these needs?
- Activity: If you know of an opportunity you need to set up using the Form Designer, build it and then send the link for us to review in a support ticket. Or, create a basic version of the form described in Scenario 2. Make sure to use the Preview functionality to test as you go!


Congratulations! You've completed Module 11.

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