Design and Customise Application Forms

Access the Forms Section

On the lefthand-side menu, scroll down to Forms.

View Existing Forms

You can see the current forms available. To edit a form, click the edit button on the right.

Update Fields

Click the edit icon on any field to update it.

Add New Fields

Add new fields by dragging and dropping elements from the righthand-side menu.

Save and Publish

Once done, click Save, then Publish to proceed.

Note: The video above provides a visual walkthrough, guiding you through each step with real-time examples.

How a form is structured

A form is a series of pages the applicant steps through. Within a page you can group related questions into a section, which is a titled block that can be shown or hidden as one. Questions sit either directly on the page or inside a section.

The rule that catches people out is the one at the bottom of that picture. A question can be shown or hidden based on any earlier answer. A page can only be hidden based on answers from an earlier page: a condition pointing at a question on the same page, or a later one, is ignored, because otherwise the page could never be shown and its own question could never be answered.

See Sections and Conditional Questions for the operators available, and for what happens to an answer that gets hidden.

Preview shows layout, not behaviour

Preview opens the real applicant form in read-only mode. Every field is disabled, so nothing can be typed into it.

That one fact explains what preview cannot do: with no answers, no condition is ever met, so conditional questions, sections and pages stay exactly as they start. The review and submit steps do not appear either.

To test conditional logic, submit a test application through the real form. There is no shortcut.