Creating Forms

Build custom forms with the visual form builder.

Start a New Form

Step 1: Go to Manage > Forms.

Step 2: Click Create Form.

Result: The form builder opens.

Form Builder Layout

The form builder has three sections:

Section	Purpose
Metadata	Form name, type, and description
Questions Editor	Add and arrange questions (left side)
Live Preview	See how the form looks (right side)

The Questions Editor and Live Preview are displayed side-by-side in a two-column layout.

Set Form Metadata

Form Name

Step 1: Enter a name in the Form Name field.

Tips:

• Use clear, descriptive names
• Include the purpose (e.g., "Engineering Application Form")
• Keep it short but specific

Form Type

Step 1: Select a form type from the radio buttons.

Type	Description
Evaluation Form	Assess and rate candidates during the interview process
Follow-up Form	Collect additional details from candidates during the interview process

note

Only Evaluation and Follow-up form types are available when creating a form manually. Apply and Interview Feedback forms are system-managed and cannot be created from this page.

You cannot change the form type after creation. The form type determines which question types are available.

Description (Optional)

Step 1: Enter a description in the text area.

This helps team members understand what the form is for.

Add Questions

Open the Question Dialog

Step 1: In the Questions Editor section, click Add Question.

Result: The question dialog opens.

Question Dialog Fields

Fields appear in this order in the dialog:

Field	Required	Description
Question Type	Yes	Type of answer expected (dropdown selection) — appears first
Question Text	Yes	The question shown to respondents (minimum 3 characters)
Hint	No	Helper text below the question
Configuration	Varies	Settings specific to the question type (appears inline after Hint)
Required	No	Toggle to make this question mandatory — appears at the bottom

Select Question Type

Step 1: Choose a type from the Question Type dropdown.

Available types depend on your form type. See Question Types for the full list.

Enter Question Text

Step 1: Type your question in the Question Text field.

Tips:

• Be clear and specific
• Use simple language
• Keep questions focused on one topic

Good examples:

• "What is your expected salary range?"
• "Rate the candidate's communication skills"
• "Upload your resume"

Avoid:

• "Tell us about yourself and your experience and why you want this job"

Add a Hint (Optional)

Step 1: Enter helper text in the Hint field.

Hints appear below the question to guide respondents.

Example:

• Question: "What is your expected salary range?"
• Hint: "Please enter an annual figure in USD"

Configure the Question

Some question types require additional configuration.

Question Type	Configuration
Dropdown	Add option choices (minimum 2)
Multiple Choice	Add option choices (minimum 2)
Matrix Grid	Add row labels and column labels (minimum 2 each)
Star Rating	Set max stars (default: 5)
Slider	Set min (default: 0), max (default: 100), and step (default: 1)
File Upload	Set allowed file types (defaults: .pdf, .doc, .docx)
List Items	Set item label (default: "Item") and add button text (default: "Add Item")

See Question Types for configuration details.

Mark as Required

Step 1: Toggle the Required switch.

Result: Respondents must answer this question to submit the form.

Save the Question

Step 1: Click Add Question in the dialog (or Update Question when editing an existing question).

Result: The question appears in the editor and preview.

info

Forms must have at least one question before you can save them.

Manage Questions

Reorder Questions

Step 1: Click and drag a question in the editor.

Step 2: Drop it in the new position.

Result: The question order updates.

Edit a Question

Step 1: Click the Edit icon on a question.

Step 2: Make your changes in the dialog.

Step 3: Click Update Question.

Result: The question updates in the editor and preview.

Delete a Question

Step 1: Click the Delete icon on a question.

Step 2: Confirm the deletion.

Result: The question is removed from the form.

Use the Live Preview

The right side of the form builder shows a live preview.

What the Preview Shows

• Form name at the top
• All questions in order
• Question hints
• Required field indicators
• Submit button

Preview Updates

The preview updates automatically when you:

• Change the form name
• Add a question
• Edit a question
• Reorder questions
• Delete a question

Save the Form

Create a New Form

Step 1: Review your form in the preview.

Step 2: Click Create Form.

Result: The form is saved. You go to the form detail page where you can review your new form.

Save Changes (Edit Mode)

Step 1: Make your changes.

Step 2: Click Save Changes.

Result: A new version is created.

Cancel Changes

Step 1: Click Cancel.

Result: Changes are discarded. You return to the previous page.

warning

Unsaved changes are lost when you cancel or navigate away.

Example: Create an Evaluation Form

Create an interview scorecard for hiring managers.

Step 1: Set Metadata

• Form Name: "Technical Interview Evaluation"
• Form Type: Evaluation Form
• Description: "Scorecard for technical interview feedback"

Step 2: Add Questions

Question 1: Technical Skills

• Type: Star Rating
• Text: "Rate the candidate's technical skills"
• Max Stars: 5
• Required: Yes

Question 2: Problem Solving

• Type: Star Rating
• Text: "Rate the candidate's problem-solving ability"
• Max Stars: 5
• Required: Yes

Question 3: Communication

• Type: Star Rating
• Text: "Rate the candidate's communication skills"
• Max Stars: 5
• Required: Yes

Question 4: Overall Notes

• Type: Paragraph Text
• Text: "Additional comments about the candidate"
• Required: No

Step 3: Review and Save

1. Check the preview shows the rating scales
2. Click Create Form

Result: Your evaluation form is ready for interviewers.

Tips

• Start with your most important questions
• Group related questions together
• Use hints to clarify complex questions
• Test your form in the preview before saving
• Keep forms focused on one purpose

Common Questions

Can I change the form type after creating it?

No. The form type is locked after creation. You must create a new form if you need a different type.

What happens when I edit an existing form?

A new version is created automatically. The previous version is kept in history and can be viewed from the version dropdown on the form detail page.

Why can I not see certain question types?

Question types are filtered based on your form type. See Question Types for details.