How to Create a Form with Custom Form Builder
CDLSuite gives you the option of creating a new form or copying one of the numerous forms provided. On your profile home page, choose Custom Forms.
Custom Form Builder Home Page
*NOTE: Pressing Preview allows you to see your form. Pressing Mobile Preview allows you to see the streamlined mobile version of the form.
“Active/Inactive” gives the option to make your form active when you are ready to use it. The “Staff” option should be chosen when your form is to be used internally only. Staff can complete and make changes to the form using information from the candidate’s application.
“Auto Send” refers to how the form will be delivered to applicants. Choose “Always” to have your form automatically delivered to every applicant. Choose “Conditional” to deliver your form to applicants only after they have answered your custom questions. (Requires you to create a custom question.) “Turn Off” this section if you don’t want you use this option.
"Date"
The Date reflects when the form was created or edited.
"Form Permissions"
This option allows you to give permissions to users that you established on your Profile Home Page.
*NOTE: Pressing Preview allows you to see your form. Pressing Mobile Preview allows you to see the streamlined mobile version of the form.
Creating A Form
To create a form, click the Create Form button. A pop-up will ask you to enter a name for your new form, then select Create Form. The form will now show in your list of forms on the Custom Form Builder home page. Once created and saved, you can edit the form, delete it, or use it as is.
General Fields
Add new fields by dragging fields from the control panel on the left or by simply clicking on the desired field element, which will add it to the last field position on the field canvas. To edit, simply click on the box.
Application Fields
Application fields are those fields that will prepopulate with the applicant’s information when he signs into his/her account.
Design/Preview
Toggling these buttons allows you to move from Creation to Preview and back.
Check the "Add Upload File button" box to allow applicants to upload any file that you request. Checking the “Add Your Company Logo” box will automatically add the logo you uploaded when you created your profile.
Save/Cancel
Save your form when ready or cancel without saving anything.