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.

In the expanded toolbar on the left side, add by selecting Primary Organization as shown below.

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

Settings Panel Sections

General

    A. Field reference - Unique identifier in the InfoReady database that does not show to applicants or reviewers.    

    B. Field label - Question label

    C. Instructions (optional) - Any additional notes to help applicants answer the question

    D. Required - Make the question required or optional (same as clicking asterisk * on main question screen).

    E  Hide from reviewers (optional) - Check to hide the question and applicants' responses from reviewers.

    F. Hide from applicants (optional) - Check to hide the question from applicants.

Logic

• Choose when the question is shown and/or required.
• Full instructions here: Adding Conditional Logic

Layout

    G. Show on page - Choose which page of the form the question shows (Can also drag and drop from main screen).

    H. Display field on a new line - Uncheck to show the question directly to the right of the previous one.

    I. Field label location - Choose if and where the label should show.

    J. Instructions location - Choose either under the field or under the field label

Applicant View

1. Click Add Organization.

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

B. Selecting a previously indicated organization

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.