Customizing Forms
Guidance on how to create forms for different purposes.
10 articles
- How to: Use Simple Supplemental Request RulesLearn how to show certain forms in a packet based on grad year or form responses, no complex queries needed.
- How to: Add a PDF Template to a FormA step-by-step article on how to upload a PDF template for a download/upload attachments question.
- How to: Create a New Form Request Template
- Form Answer TypesAn article that walks through all of the answer types available on a form template.
- How to: Create a New Form Request Packet
- System Forms - Explanations and Visualizations
- Supplemental Request RulesHow to set rules for supplemental form requests within a form request packet
- How to: Set Up Auto-Approval for Form PacketsAutomatically approve form packet submissions based on the answers submitted, so you only review the ones that actually need attention.
- How to Use: Merge Fields
- How to: Use Conditional Fields on Form TemplatesThis article walks through how to set up trigger questions and apply conditional logic to create smarter, more streamlined forms.