Creating a Form Request

How to create a Form Request.

Chelsie Pettit avatar
Written by Chelsie Pettit
Updated over a week ago

A Form Request is an Activity Form that can be sent to a contact. When the contact receives the request, they will be prompted to respond with detailed answers to your custom questions. Activity Forms allow Crelate users to record detailed questions and answers. Through Form Requests, you can now send these customized activity forms out to your candidates so that they may fill out the responses externally and submit them to you. Additionally, you can send a Form Request for document upload as well.

Creating your Activity Form

Navigate to Settings | Custom Forms and select the plus sign to create your form.

That will then display your Form Template Editor. You'll want to ensure your Form has a Form Name (#1) as this is a required field to complete. Next, you'll see an option for a Section Header Name (#2). What's a Section? The intent here is if you have background questions, personal questions, work experience questions, etc, you may group them within a section for natural segmentation. From there, you may begin to add your question and later (#4) continue to add additional questions/sections. Last, you may want to select which activities your form should be available on (#5). You are not required to make a selection here in order to send a form request.

When creating a question, there are 5 key components to your questions.

  1. Question type: Crelate has a ton of options to choose from such as date fields, short/long answers, monetary fields and even document. Choose whichever type makes sense based on your question type. Pro Tip: Questions in your forms are searchable (more on that in #4 HERE). Be cognizant that you may always use this data later on in a search.

  2. Help Text: You may add help text which will display in smaller font just below the question to guide the applicant in a particular direction when answering.

  3. Required: You may make each question required in order to complete the application

  4. Tags - You may tag questions that you've added. Why use tags? You'll notice in the top right of your form the there is a Add Questions by Tag option. If you're creating similar forms with slight variances for difference jobs, you may tag those questions. Let's say I'm creating an application form for a Sales Associate position. I may tag those questions "sales" and later, if recreating a very similar form, I can pull in questions by Tag to automatically grab all questions with that tag to save time.

  5. Field Mappings: Field Mappings are an incredibly dynamic and powerful tool within Crelate. As a result, we have full guide we would recommend checking out: Using Field Mappings.

Form Requests for Document Uploads

You can also send a Form Request that asks the recipient to upload a document. Form requests for document uploads can be done one of two ways; In the activity form or as a stand-alone document request. To enable either option, you will need to have created the document as a type in your settings.

From Settings | Customization | Documents you can select the green plus sign symbol to add a new document type. You can learn more about creating documents HERE.

Request a document via Activity Form

To send a Form Request that includes a document upload within your activity form, you will need to customize your activity form to include a question type specifically for document upload. Once you have designated the question type as document, you will also need to select the document type as well.

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Request a stand-alone Document

To send a Form Request that asks for document upload, you would simply select the document you want the recipient to upload. For more information, please see our article on Sending and Reviewing Form Requests.

What's Next?

Next, take a look at Sending and Reviewing Form Requests to learn how you can use the Request Forms you just created!

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