Forms Builder Process Flow

The following graphic depicts the process flow for working with a Form. Each rectangle in the graphic indicates an action that can be performed. See the table below the graphic for more information.

Step	Description
Adding Fields, Elements, and Forms & Rules	You can build a Form that is unique to the needs of your institution and its applicants. The process of building a Form includes the following tasks: Adding Fields: Add Fields that are specific to your Form. Adding Elements: Based on your institution’s needs, combine multiple Fields into Elements that are referred to as Field Groups or Form Sections. Adding Forms & Rules: Build intelligence into the Form by including Rules that react to applicant responses. Rules enable you to alter the flow of the Form based on responses that are typed or selected by an applicant. Rules are also used to save data into the source system. When these tasks are complete you can save the details as a Form.
Designing the Form	In Design Mode you can focus on how content is presented. You can customize fonts, colors, outlines, questions, and field layout.
Creating, Saving, and Viewing the Sequence	Forms and Rules may be used to create Sequences. In the Sequences tab, you can view all the Sequences that have been built and check their publication status. Further, you can expand a saved Sequence to see the Forms and Rules that comprise it.
Publishing the Sequence	The final step in the process of building and designing a Sequence is publishing the sequence. When you publish a sequence, you can view the fully rendered Sequence and make it available to your Students and Contacts. The URL to access a Published Sequence can be found in the Sequence properties and copied to provide a link for your users to access the Sequence.

Step

Description

Adding Fields, Elements, and Forms & Rules

You can build a Form that is unique to the needs of your institution and its applicants. The process of building a Form includes the following tasks:

Adding Fields: Add Fields that are specific to your Form.
Adding Elements: Based on your institution’s needs, combine multiple Fields into Elements that are referred to as Field Groups or Form Sections.
Adding Forms & Rules: Build intelligence into the Form by including Rules that react to applicant responses. Rules enable you to alter the flow of the Form based on responses that are typed or selected by an applicant. Rules are also used to save data into the source system.
When these tasks are complete you can save the details as a Form.

Designing the Form

In Design Mode you can focus on how content is presented. You can customize fonts, colors, outlines, questions, and field layout.

Creating, Saving, and Viewing the Sequence

Forms and Rules may be used to create Sequences. In the Sequences tab, you can view all the Sequences that have been built and check their publication status. Further, you can expand a saved Sequence to see the Forms and Rules that comprise it.

Publishing the Sequence

The final step in the process of building and designing a Sequence is publishing the sequence. When you publish a sequence, you can view the fully rendered Sequence and make it available to your Students and Contacts. The URL to access a Published Sequence can be found in the Sequence properties and copied to provide a link for your users to access the Sequence.