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How to Create a Form
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Forms allow you to collect data from your site’s users including applicants, reviewers, recommenders, and administrators. You can personalize email communications, move applications between rounds, assign applications to reviewers, and prepare summary reports with the data you collect.

Forms are tasks associated with an application round, review round, or user task in your workflow. You can design application forms, reviewer ranking forms, recommendation forms, and even administrator-only forms to be included in your process.

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How to Create a New Form

To add a new form task to your site:

  1. Click Edit your site
  2. Go to Workflow Designer
  3. Next to Add a new task on your workflow, select “Applicants > Fill out a form”, “Reviewers > Rank submissions by ranking forms” or "Recommenders > Fill out a form” task type".
  4. Click Create Task to confirm that task.
  5. Enter a name and description for your form in the Basic Information tab. The name and description will be visible to your site users.
  6. Complete the Stage and Group tab, Behaviour tab, and Visibility tab as required.
  7. Click on the Form tab
  8. In this tab, ensure that Create a new blank form is populated in the dropdown
  9. Click the Save Task button at the bottom of the page.
  10. In your workflow, scroll down to the form task you created, and click to access the form builder
  11. In the form editor, add your question to the form
  12. Optional: Add Branching Logic to your form. 
  13. Press Save under the left question panel to save your form.
  14. Click the Back button in the top right-hand corner of the page to return to your workflow.
WARNING! Once your form has been created and you collect data, take Caution when editing live forms. See our documentation on How to Safely Make Changes to a Live Form before you do so to prevent any data loss.
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How to Create a Form from a Template

To add a new form from a Template:

  1. Click Edit your site
  2. Go to Workflow Designer
  3. Next to Add a new task on your workflow, select “Applicants > Fill out a form”, “Reviewers > Rank submissions by ranking forms” or "Recommenders > Fill out a form” task type".
  4. Click Create Task to confirm that task.
  5. Enter a name and description for your form in the Basic Information tab. The name and description will be visible to your site users.
  6. Complete the Stage and Group tab, Behaviour tab, and Visibility tab as required.
  7. Click on the Form tab
  8. In this tab, click on the dropdown and select the existing form in your site to pull from a form in the Unused Forms tab, or duplicate a form that is currently in use. 
    NOTE: Current forms will appear with "(Duplicate)" beside the name of the form
  9. Click the Save Task button at the bottom of the page.
  10. In your workflow, scroll down to the form task you created, and click to access the form builder
  11. In the form editor, add or edit your questions in the form.
    NOTE: If the form was created as a "(Duplicate)" changes to this form will not affect the original. 
    WARNING! If the form was pulled from Unused Forms has been used in the past take caution when editing a live form as your changes could affect the data that was previously collected. See our documentation on How to Safely Make Changes to a Live Form before you do so to prevent any data loss.
  12. Optional: Add Branching Logic to your form. 
  13. Press Save under the left question panel to save your form.
  14. Click the Back button in the top right-hand corner of the page to return to your workflow.

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