Create a Custom Application Form
As part of the process of applying for a position, Interfolio's Faculty Search (FS) 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.
Create Custom Application Form
1. Navigate to Statuses under Administration
Navigation: Administration > Settings for > Application Forms
- Click Administration on the navigation bar.
- Ensure the desired unit is selected under Settings for: at the top of the page.
- Select the Application Forms tab.
2. Enter form information
- Click the Add button to begin creating a new form.
- Enter Form Title.
- Click Save when finished.
- Enter a Form Description.
- Click the checkbox at the bottom of the page to specify if the form is required by all new positions.
3. Add Questions
- Click the Add Question button at the bottom of the page.
- Enter the Question Title and Help Information, select the Question Type, and indicate if this question is Required.
In order to make a question required after saving, you must delete the question, recreate it, and then check the box for required.
- Click Save when finished.
- Repeat this process for as many questions as desired for the form.
- Once the questions are added, drag and drop them to change the order in which they appear and also add formatting to customize how the form displays.
- To add elements to the form, click the down arrow to the right of Add Question at the bottom left of the page. For more complex forms, it is recommended to include a section divider (a simple horizontal line that can visually break up the form), a section Heading (a large-text label that can be placed atop a discrete section of the form), and a section description (contextual text that can be tucked underneath a heading and above the actual questions).
- Click Show Applicant Preview at the bottom of the page to preview how the form will appear to applicants.
- Click Done when finished.
Five types of questions can be created. Check out the information below for more information on each question type as well as examples of each question type.
|Text||Text questions prompt applicants to respond with one line of text. These are best suited for short answer, free-form responses.|
Provide applicants with an entire text box for their answers. Best suited for longer, paragraph-form responses.
Presents multiple answers and applicants can choose one. This type of question can also work for True/False, Yes/No, and other binary questions. Applicants can also be provided with a box for Other, where they enter their own answers.
|Checkboxes||These provide applicants with multiple answer choices, of which they can choose one or more. Applicants can also be provided with a box for Other, where they can enter their own answers.
Applicants can select one option per row. This type of question can be used to express preferences such as which courses the applicant would like to teach