How to create a qualification form – Clustdoc

How does it work?

Sometimes you need to make sure recipients send the right information for their specific situation.

Eg. You need employees to send to you an employer certificate, however, students are instead required to send a school certificate.

Qualification forms allow you to make sure the right list of steps and items is displayed based on the recipient's profile.

Step 1. Build a regular form

Go to Resources>Processes
Click on the Add new steps button
Select Form to be filled out
Name your step Eg. Please fill out this form
Build your form listing all the specificities you want to capture

Eg. You need employees to send to you an employer certificate, however, students are instead required to send a school certificate.

You'll then create a qualifying question.

What is your profession?

I am a student
I am an employee

Step 2. Create display rules

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Use the conditional display feature to match specific line items (or steps) to a question of your form

Eg. You'll match the employer certificate line item to "I am an employee" and the school certificate line item to "I am a student"

In order for your qualification form to work properly, make sure you use the Conditional Display match your line items with your predefined questions/conditions.

Optional step. Show this form first to end-users

Go to Configuration>Client profiles
Scroll to the bottom
Select the form that needs to be shown as the very step to qualify new end-users
Click on the View as end-user button at the top of your process to see the result

Read our article about the Optional step described above