How To Create A Web Form In Tracker: 

In the video below we have put together a step by step guide on how to create new web forms, overview of web form settings and also where to view web forms that have been submitted, showing as pending status and completed. 

Step 1: You will need to head over to Tools & Settings and go into Web Forms. 

Step 2: From here you will then be given the option to amend an existing Web Form or create a new one by clicking the GREEN + 

Step 3: Enter the Web Form Name , ensure the correct association has been selected and click SAVE. 

Step 4: Once you have created the form this will then take you to the main Web Form screen. You will then begin to set up your Form. 

Step 5: Ensure you have set the correct Form Name and Form Title within Web Form Details and determine whether you want your form to be Single Column or Two Columns

Step 6: We would recommend scrolling down to Web Form Design where you will then see the Form Layout. From here you can then begin the build you form using the +Section adding in Full Width or Two Column sections. Using the Record, Custom and Other fields on the left hand side you can drag and drop the fields you wish to have over into the Form Layout. Once you're happy with the Web Form remember to Save Web Form *top right* 

Step 7: Now we have the Web Form create we need to set up any actions we may want to happen after the Web Form has been sent out. Please refer to the options under Web Form Actions. 

Do Something
This allows you to Log An Activity > Send An Alert > Send An Email Template Internally > Send An Email Template To The Respondent. 

Quarantine Submissions: 
Once the web form has been completed do you want the fields to automatically pre populate or would you want web forms to be quarantined for a member of your team to review before this infromation is updated in the record. 

Available on Portal: 
Candidates must have access to the portal, you can provide these details from the Candidate record and give access to the candidate to view the webform via the portal. 

Web Form URL: 
Great way to preview your form before sending, you can also use the URL to send to candidates/clients via email. 

Web Form Type: 
The link will be the main URL that you provide candidates for them to view the web form. The Embedded link is what is used when embedding the web form into your website. 

Once you have completed setting up the details above make sure you SAVE WEB FORM. 

Useful Information: 

• You can amend your web form at any time - you will need to provide a new link to the person the form has been sent to. 
• You can embed your web form into your company website. 
• You can access all Web Forms via  Onboarding > Form Sends in Tools & Settings 
• You can obtain things such as Documents & Signatures through a web form. 
• Once the web form has been completed this will create a PDF version that will automatically be added to the Documents & Notes within the record.
• You can share Web Forms to your candidates and clients via the portal 
• You can set up actions upon completion of the web form by using the Web Form Actions - these actions will automatically happen saving time. 
• You can Add, Delete , Amend a Web Form at any point.