Create a Form

Creating forms allows you to collect and manage key student information, such as housing applications, roommate preferences, and student requests. Forms are built using intuitive drag-and-drop tools that let you customize sections, questions, and conditions to suit your institution’s needs.

With flexible elements, tagging options, and conditional logic, you can tailor each form to align with housing policies and ensure accurate data collection. Learn more about form types here.

Click Setup in the navigation panel and elect Forms from the submenu.

Click + New Form and select Create New Form

Form Set-Up

In the Form Name field, enter a name for your form.

Click + Add Section to start building your form. Sections divide the form into pages, creating a clear structure as students progress.

Enter a section name to label this part of the form and click Add Element to begin adding questions or prompts.

Elements are flexible tools that allow you to gather different types of data, such as text fields, drop-down, and file uploads. Learn more about form element types here.

After selecting an element, enter the question or prompt that users will respond to.

For each form element, you can:

• Add a Question or Prompt: Enter the text students will read or respond to.
• Make Fields Mandatory: Click the required checkbox.
• Set Conditions: Define accessibility based on profile or application tags.
• Change Element Type: Use the dropdown menu to switch between element types.
• Duplicate Elements: Click the copy icon to create a reusable element.
• Delete Elements: Click the trash icon to remove the element.

Configure Elements

Click + Add Option to create new options for selection.

Options appear in the order they are added. Use the drag handle (⋮⋮) to reorder options as needed.

Add Tags to Options

Tags can be used to trigger conditional questions or automatically apply tags based on student responses. Learn more about assigning tags in forms here.

Add Conditions to Forms

Conditions allow certain questions or prompts to appear based on tags associated with-in the application or from the student's profile.

Click Condition on the element you would like to add conditions to

Conditions can be set between two types. Conditions cannot be set for both types at the same time.

Inclusion: Only users with all of the selected tags will see this question.

Exclusion: Only users with none of the selected tags will see this question.

Select one or more tags to apply the conditional logic for specific question access.

Elements with conditions applied will show a checkmark.

Manage Elements

Click Duplicate to duplicate the current element. Duplicated elements automatically appear at the end of the form to be re-ordered.

Click Delete within the element to remove it. 

Confirm the action by clicking Delete Element.

Click Delete Section, then confirm the action.

Preview a Form

Form preview simulates the student experience, letting you test conditional logic, validate tags, and ensure the form displays correctly during creation or after publishing. Use it to catch errors and confirm functionality before sharing. Learn more about form preview here.

Publish a Form

Review and finalize all sections and elements before clicking Publish to make your form live.