Create a Custom Application Form

As part of the process of applying for a position, Interfolio's Faculty Search collects data such as the names, emails, and contact information of applicants along with typical documents such as cover letters, CVs, and letters of recommendation.

Administrators can collect additional information by creating custom application forms. Once created, Administrators can add the forms to new or existing positions within their Interfolio account.

Administrators can also mandate that a form be required for every position created within their unit. This means that lower level administrators will not be able to remove the form requirement when creating a position. See here for more information on making any form mandatory in Faculty Search.

1. Access the "Administration" page

Click "Manage" on your Faculty Search dashboard, and select "Administration" from the dropdown menu

Click "Manage" on your Faculty Search dashboard, and select "Administration" from the dropdown menu

-or- from other screens, click "Administration" in the upper right corner

-or- From other screens, click "Administration" in the upper right corner

2. Check to make sure you are editing settings for the correct administrative unit

The form you create will be available to positions created at or below the unit displayed.

Make sure you are editing settings for the correct administrative unit or position

3. Open the "Application Forms" tab

If forms are already available to this unit or position, they will be displayed in the list.

Scroll down to "Application Forms & EEO" at the bottom of the page

4. Click "Add" to begin creating a new form

Click "Add New" to begin creating a new form, or "Edit" to edit an existing one

5. Give your form a title and click "Save"

Give your form a title and brief description

The "Edit Form" window will open

Enter a description of the form.

This opens the Edit Form window

6. Click "Add Question"

Click "Add Question"

7. Enter your question title, add any help information for the question

Enter your question title and help information

8. Select a question type

You can choose between five question types. See below for a description of the available question types.

Select a question type

9. Indicate if this question is required and click "Save"

Indicate if this question is required and click "Save"

10. If the question type is multiple choice, checkboxes or a grid, you will need to enter possible answers

If the question type is multiple choice, checkboxes or a grid, you will need to enter possible answers

11. Indicate whether or not the form should be required for all positions created by the unit

Requiring this form will prevent administrators of lower level units from removing the form as a requisite for posting new positions.

Click "Show Applicant Preview" to see how the form will appear to applicants

12. Click "Show Applicant Preview" to see how the form will appear to applicants

Click "Show Applicant Preview" to see how the form will appear to applicants
About Question Types:

You can create five types of questions.

Text Questions

Text questions prompt applicants to respond with one line of text. These are best suited for short answer, free-form responses.

Text Questions

Paragraph Questions

Provide applicants with an entire text box for their answer. Best suited for longer, paragraph-form responses.

Paragraph Questions

Multiple Choice Questions

Presents multiple answers and applicants can choose one. This type of question can also work for True/False, Yes/No, and other binary questions. You can also provide applicants with a box for "Other," where they enter their own answer.

Multiple Choice Questions

Checkboxes

These provide applicants with multiple answer choices, of which they can choose one or more. You can provide applicants with a box for "Other," where they can enter their own answer.

Checkboxes

Grid Questions

Applicants can select one option per row. This type of question can be used to express preferences, e.g., which courses the applicant would like to teach.

Grid Questions
Organizing Forms:

Once your questions are added you can drag and drop to change the order in which they appear and also add formatting to customize how the form displays.

For more complex forms, we recommend including these elements for order and clarity:

  1. Section Divider: A simple horizontal line that can visually break up the form.
  2. Section Heading: A large-text label that can be placed atop a discrete section of your form.
  3. Section Description: Contextual text that can be tucked underneath a heading and above the actual questions.

To add elements to the form, click the down arrow to the right of "Add Question" at the bottom left of the page

To add elements to the form, click the down arrow to the right of "Add Question" at the bottom left of the page

Select an element to add

Select an element to add