How to create a form

To gain access to RecMan Forms, you will have to have the appropriate permissions. Contact one of your system administrators for such access.

From the Home icon, click on Forms to access the module. When you do so, you will be met with the following interface.

1. Here, you may search for forms by title.
2. Click this to create a new form.
3. Click this to see all available forms.
4. Click this to view and create a graphic profile and view all forms that have been sent.

When a form is created, it may be sent to certain people, and the one who receives the form will fill out the response in their browser. They may also download their response in a PDF when done.

An example of how this looks for the one filling it out can be seen in the following picture.

This page may be redesigned to match your brand, which is done by the use of so-called Graphic profiles.

Graphic profiles

Here you may set up a graphical profile that may be added to one or more of your forms.

1. Set a name for the profile.
2. Add a description for the profile.
3. Adjust the colors of text and background by the use of HTML codes.
4. Select a logo from your logos archive available from System Settings → Job posts.
5. Upload a logo or picture.

Create a form

When creating a form, there are several options you may address. This section will describe every element of the form’s creation. In the top menu, you will have the general options as shown below.

1. This is where you share a form to be available for co-workers. As co-workers are always connected to one department and corporation, you may choose to share it with all co-workers within a corporation or department or with specific co-workers.
2. Make a copy of the form to create a similar one with minor adjustments easily.
3. Edit the name and description of the form.
4. Delete the form.

When you are to build your form, some general settings must be applied. This is mainly related to the appearance of the form, the PDF, and how it may be applied.

1. Select the corporation. In the PDF generated when a form has been responded to, the logo of the corporation will be added (if no graphical profile is selected), and the corporation’s address will be visible.
2. If you want to have the department’s address added to the PDF instead, you may select the appropriate department.
3. Every form will gain a unique mScript. This may be applied in any area where mScript is used, such as templates, message templates, emails etc.
4. Forms are often sent directly to people to fill out. If the area of use for a form is more intended to be anonymous or widely available, you may generate a shareable link. This can, for instance, be something you add to your website to generate responses generically.
5. Click here to generate a shareable link.
6. Select the preferred graphical profile.
7. Select in which language the form should be presented. Note that this does not translate the text you have added.
8. Enables reCaptcha robot check for this form.

Next is to add an introduction and, if necessary – a description of the terms of service. If text is added to one or both of these areas, the respondee will be able to read this on an Information page before continuing with the form.

The introduction is often used to describe the reason and intention of the form. In contrast, the terms of service are intended to give the respondee information about how the inserted data will be processed. If terms of service are added, you will have to agree to these terms to resume filling out the form, as shown below.

Lastly, is to build the actual form or questionnaire. As you can see, similar buttons are available in several places. For example, Add question is available for the form in general and within a group. Both are used for the same purpose, where the difference is that when you click Add question within a group, this group is pre-selected in the dropdown where you specify which group the question is to be added to.

1. Here, you may add groups and questions.
2. Here, you may move the group, thus rearranging the order of groups. You may also edit and delete the group or add a new question directly.
3. Here, you may change the order of a question, as well as edit or delete it.

When a group has been created, you are free to add questions with different alternatives for answer methods.

1. Title of the question, which is visible to the respondee. Note that you may add, for example, How you would rate @candidate.firstName in general in the title.
2. Check this box if the question is required.
3. Select which group the question should be added to.
4. Click when done or if changes have been made to the above.
5. Add one or more answer alternatives.

As of now, the following options for answering are available.

• Text input regular
• Multi-line text
• Dropdown
• Multiple choice
• Radio buttons
• Phone
• Date
• Email
• Address
• Star rating
• Rating (1 – 5)
• Rating (1 – 10)

When a form has been created, remember to share it with co-workers to use it.

The form answers and status

Any form which has been sent will be available under Sent Forms in the Forms module. You can check whether it was seen, view the answers and download the submitted form as a PDF file.

To read more about this, see Practical use of RecMan Forms.