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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.
How to create a qualification form?
1/ Build a regular form listing all your conditions
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
2/ 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 to "I am an employee" and the school certificate 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.