Build My Own Form is available for Silver licenses and above within the Funding template. You can create much more flexible review forms with multiple question types.


Note: If you are using the Form Designer template, you will have an equivalent Form Designer Routing Step. The instructions below apply only to the Funding template.


Overview

  • Question labels and any multiple choice or multiple select responses must not exceed 255 characters (including spaces). If you need to add additional text, add the question first and then fill in more text in Note to Reviewer field.
  • If you build this routing step during the initial creation process, once any application is submitted, the individual question options cannot be edited.
  • If you create the routing step after applications have been submitted, make sure each question on the form is finalized before assigning any reviewers.

Here's how to use it:


 From the Step Type dropdown, select Build my own Form:

Admin view of routing step selection screen. Under the Routing Step Type dropdown, Build my own Form is selected.

Scroll down past the Reviewer Instructions to the form builder. The fields available are the same found on the Requirements page:

Add Custom Field dropdown shown expanded, with question types listed below this image.

Question Types

Date – Applicants can choose a date from a calendar.

Multiple Choice Questions – Applicants select a single answer from a list.

Number Field – Applicants can only enter numbers.

Text Box – Applicants can enter long form replies and edit format. Admins can add character or word limits that are enforced by the system.

Text Field – Plain text entry with a 255 character limit

Yes/No – Applicants select either yes or no.

Multiple Select Questions – Applicants select all answers that apply, and admin can set min and max amount of choices.


As you add fields, they will appear in the box above:


Sample form with 3 questions added, each on own row. First is multiple choice, second is text field, third is multiple select. Next to each is pencil icon for updating and trash can icon for deleting.

Sample: Reviewer View of Build My Own Form

  • Date field
  • Multiple choice question
  • Text box for comments


Reviewer view sample


You can use Build My Own Form to create review questions with optional text boxes, or no text boxes. If you want a rating only, with no comments, you can use a Multiple Choice Question for the rating. If you want a form with rating scales for each criteria and one text box for overall comments, then you can do that. too. Lots of flexibility!


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.