There are two kinds of forms in Interfolio Promotion & Tenure; candidate forms, and case data forms. Candidate forms are designed to collect information from a candidate and are completed by the candidate in the process of completing their packet of materials. A Case data form is designed to attach pertinent information about the candidate to a case and can only be filled out by an Administrator in the program. Both types of forms are completely customizable and can be added to both a template or a case. The benefit of gathering data from or about the applicant on a custom form is that the information collected can easily be generated into a report which you can view in your browser and export as a CSV file for use in a spreadsheet program.
When creating a candidate form, you have the option to make a question required. That means that the candidate will not be able to submit his/her application without answering the question on the form. If the question is not required, the candidate can submit his/her case without answering the question. You can also require questions on case data forms, but these are accessed from the Case page of a candidate, and are not part of the candidate submitting their case. In fact, candidates will never see the questions or answers on a case data form.
When creating your form, you will be asked to house the form within a unit. Attaching a form to a unit controls which units can use those forms for their cases or templates. For instance, if you create a form at the institutional level, any unit below it (colleges or departments) can access that form while creating a case. If you create a form at the college level, only that college and the departments within that college can access that form. If you create a form at the departmental level, then the only unit that can access that form when creating a case is that department.