Expected Completion Time: 40-50 Minutes


Learning Outcomes

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

  • Complete the Requirements section, including form fields and file uploads.
  • Identify the purpose of additional features in this section, such as Applicant-Driven Routing Steps, Application Keywords, Co-Applicants, Primary Organization, and Reference Letters.
  • Recognize possible uses of Conditional Logic, Hiding Fields from Applicants, and Hiding Fields from Reviewers.


Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz.


Requirements

Together, the fields and file uploads included in the Requirements section make up the application or form that 
users submit. You have the option of making some fields required. In the Form Designer template, you can also hide fields from Applicants and/or Reviewers.


Read


Structure and Design
Content
Additional Features

Form Level Settings

Adding Pages & Sections

Design Tools

List of Form Fields (Question Types)

Adding & Editing Questions

Adding Instructions

Preview the Form as an Administrator


InfoReady Tools
Adding Conditional Logic

Hide Fields from Applicants

Hide Fields from Reviewers




Watch

  • Navigation Basics (7 min)



Note: If you would like to practice creating a test opportunity as you work though this and upcoming various modules, please see Module 3G: Finalize to learn how to save your work as a draft.

Knowledge Check Quiz 

- Go to: The InfoReady Training Site - If you don't already have an account, register for one by clicking Register in the upper right corner. - You can now use this account to complete any quiz on that site.
Congratulations! You've completed Module 3C.
Click here to go to next module - 3D: Routing Steps.
Click here to return to the full list of Training Modules.