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Create and Manage 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. They can also make a form mandatory for all positions within their unit, preventing lower-level administrators from removing the requirement.

 

Create Custom Application Form

  1. Navigate to the Administration page and select the Application Forms tab.

    Ensure the desired unit is selected under Settings for: dropdown at the top of the page. From here you can Edit (pencil) or Delete ("X") application forms.

     

    Questions can be deleted from the form, however, if a question is deleted it will not be included when reporting on the form. Only responses to the most recent version of the form will be included in reporting.

     
  2. Click +Add Form to begin creating a new form.
    Application Forms selected on navigation menu
  3. Fill out the information on the Add Form window that appears.
    • Check the box at the bottom of the page to specify if the form is required by all new positions.

      In order to make a question required after saving, you must delete the question, recreate it, and then check the box for required.

       
    • To add question, click the Add Question button at the bottom of the page and enter the desired information. Repeat this process for as many questions as desired.

      Check out the Question Types Table below for more information.

       
    • To add elements to the form, click the down arrow to the right of Add Question at the bottom left of the page.
      Add Question down arrow selected with dropdown shown with Add Section Divider, Add Section Heading, and Add Section Description available

       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).

       

Question Types

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

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

Paragraph box

Multiple Choice

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.

Multiple Choice options

Once an applicant selects a multiple choice option, they can change their response by selecting another option, but they cannot de-select an option in order to leave the question blank. If you are creating an optional question that does not apply to all applicants, you may want to consider including the “other” option so that applicants can indicate that they chose an answer by mistake.
 

 

 
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.
Checkbox options
Grid

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

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