Editing Sign Up Forms in PICS
Selecting … > Edit by a form in the Sign Up Form List will open the edit page. Here you can add new fields to the form and edit existing ones. Once you have finished building the form, you can start to send it out for applicants and employers to Complete the Form.
Sign Up Form Settings
The following settings are available in the Form Edit page:
Title – This will identify the form in the Sign Up Form List and will be displayed at the top of the form.
Public URL – This is the URL that you can use to send the form to applicants and employers. Buttons are available here to Copy URL to your clipboard or Open Form, which will open a Form Preview.
Form Status – Here you can choose whether the form will be Live or Dormant once it is created. Only Live forms can be completed and submitted.
Theme - This is the theme that will be used when the sign-up for is displayed. Themes can be used to control the fonts, colours and logo for your forms. Setting these up is explained in Guest Themes.
Workflow – If this is a form for Applicants, here you can specify a Workflow for any new applicants created through the form to be placed on.
Initial Status – Here you can specify which Status should be assigned to a new applicant or employer record created from a form submission. The status can be viewed in the record summary for the applicant or employer.
Initial Tags – Here you can specify which Tags are added to a new applicant or employer record created from a form submission. You can Search in this field for tags to add to the list. Selecting the X by a tag will remove it from the list.
Link to Site – Here you can choose a Site to link to any new records created through this form.
Create Opportunity – If you are using Sign Up Forms with Opportunities, you can use this drop-down menu to choose which Opportunity you want to create when the form is submitted.
Required ReCaptcha Score – Here you can specify the score required for the form to be submitted when the user completes a ReCaptcha ‘prove you are human’ test. We recommend setting this to at least 0.5 to prevent spam applications.
Completion Page Message – This is the message that will be shown after the form has been submitted. Formatting options are available for this message.
Question Fields
Selecting Add Field will open a window with a section for Specific Fields. In this section, you can either Search for fields or browse the list. Once you have located the right field, select the + icon to add it to the form. The Add Field window will remain open for you to add further fields. Once you return to the Form Edit page, you can move and edit the field as explained below.
Each question available here corresponds to a field in the applicant or employer record. The information entered into the form field will be copied over to the field in the record when it is created.
Prior Qualification Fields
If you are building an Applicant sign-up form, a question field for Prior Qualifications will be available. This field works differently from others as it presents the applicant with a small interface to upload their own prior qualifications when filling out the form. This interface is explained in Completing Sign Up Forms.
Design Elements
As well as questions to be answered, you can also add Design Elements to control how the form is formatted and display additional information to the reader. Selecting Add Field will open a window where you can choose from the following elements. After selecting an element, it will be added to the form and the Add Field window will remain open. You can then move and edit the field as explained below.
Title – This will add a text field for you to enter a section title within the form.
HTML text – This will add a field where you can enter text in an HTML format.
Attachment – This will add a field where the reader can attach a file. Editing the attachment field will give you the option to specify the File Type uploaded.
Space – This will add a blank field to act as a space between other fields. Editing the space field will give you the option to change the Size of the space.
Editing Fields
Any field can be moved by dragging it around the form. As well as this, the following options are available:
Edit – Selecting the edit icon will open a window where you can edit details for a field or design element. The options available will depend on the field, but all fields can be made Mandatory by ticking the box.
Delete – Selecting the delete icon will remove the field from the form. You will be prompted to confirm before the field is deleted.