To edit a form, you can click the title to open the configuration window. This will then give you access to the following tabs:
- Details – This is the information set when building the form initially and can be updated as required.
- Questions – When clicking into a form, this tab will be the default landing page, giving you instant access to existing questions or prompting you to add new questions.
- Responses – This tab allows you to break down the responses to each question and show additional analysis on each answer provided.
- Statistics – This tab will show you overall stats for the form, based on the answers, scores and grades provided.
- Preview – This is where you can check that you are happy with the questions and see how the information is presented to respondents. Always preview a form before adding it to a vacancy or sending to the recipient!
Within the Questions tab, you can add a new question by clicking Add Question (either in the middle of the form or in the top left corner, depending on whether there are exsiting questions within the form).
The first setting is the Question Type, which determines how the recipient can respond. Select the required option from this list:
- Page Text – Section Heading – Whilst not technically a question, this allows you to build headers and sections into your form, to help improve the layout.
- Page Text – Paragraph – Again, not a question, but allows you to provide some additional text to explain part of the form or clarify what is expected of the respondent.
- Input – Short Answer – This is a free text question, providing limited space for a response.
- Input – Long Answer – This is a free text question, with additional space for a longer response.
- Input – Drop-down – Allows the respondent to select from a set of pre-determined answers within a drop down list.
- Input – Multiple Choice – Allows the respondent to select one from a series of tick boxes.
- Input – Checkboxes – Allows the respondent to choose multiple answers from a series of checkboxes.
- Input – Date – Useful for collecting qualification dates or expiry dates.
- Input – Number – Requires a whole number / numerical answer, so useful for salary requirements.
- Input – Decimal Number – Requires a numerical answer, but allows for decimal points.
Once the question type has been entered, you can enter the text for the question label. This is how the question will appear to the respondent, so ensure to be clear and concise.
You will also have the ability to control whether the field is required (which means the respondent must complete the question) and whether it is active (allowing you to remove this question in certain instances that the form is used).
Depending on the type of question you are adding, you will also be able to manipulate the response options:
- For any Drop-down list, Multiple Choice or Checkbox questions, you can add as many response options as required, along with a score per answer.
- For any Free Text questions, you can set the max length in characters (Short Answer) or max words (Long Answer).
- For any Numerical questions, you can set a range for the response (a minimum and maximum entry).
Note: Once saved, the question type cannot be amended, so ensure you are happy with the format before clicking Save. If you need to change the format once saved, you would need to create a new question.
Following on from the Response Options, you can also add in help to forms to assist the respondent. This form help comes in two formats:
- Help Description – This will appear beneath the response box and prompt the respondent to complete the question.
- Help Pop-Up – This appears next to the question as a ? icon, allowing the respondent to click if help is required.
Depending on what you prefer, you can populate the help for any question within the text boxes shown above.
Once all of that information has been set and you are happy with your question, simply click Save. This will confirm the question and add it to the left hand column. Within this column, you can then manage the question by clicking into it to edit, or simply drag and drop to change the question order.
You can then repeat this process to build up your form and continue adding questions – remember, you can preview how your questions look at any time by switching to the preview tab at the top!