Building a custom application form
On our Business plan, you can add unlimited custom questions to the application of any of your Dropboards. Use this to collect answers to questions you need to triage the candidate pool. View a video walkthrough here.
Let's imagine we're hiring roles for our sales department and want to collect the following:
- Years of experience in a sales role
- Industries where they've had sales experience
- A brief summary of their sales experience
- At least one reference
Feature limitation
Business plan or higher required.
First, we go to "Dropboards" in the main menu and either create a new one or edit an existing Dropboard. Then we expand the "Custom Fields" section.
We'll click "Add field" and get started building our form:
Let's create our years-of-experience field first:
And we'll continue that process by entering this data for our fields:
| Field id | Field type | Label | Options |
|---|---|---|---|
| yearsExperience | Select | How many years of experience do you have in sales? |
1 - 3 4 - 6 7+ |
| industries | Multi select | What are the industries you've sales experience in? |
Technology Healthcare Retail Finance/Banking Real Estate Manufacturing Hospitality Automotive Media/Entertainment Advertising/Marketing Travel/Tourism Energy/Utilities Pharmaceutical Government/Public Sector |
| salesSummary | Long answer | Briefly describe your professional sales experience | |
| reference1 | Candidate reference | Reference 1 | |
| reference2 (optional) | Candidate reference | Reference 2 |
Learn more about the different field types.
Field ids
Field ids are used in CSV exports as well as a way to reference these fields in our integration with other platforms (Zapier and our API).
When we're done, the custom fields area looks like this:
Move fields around as needed by dragging the || next to each field.
We can preview the application by clicking "Apply Now" in the preview frame for your Dropboard:
That will bring up the application panel for you to preview in real-time. As you make changes to the form designer on the right, you'll see the fields change in the application panel. You can even submit this form to test your fields without actually creating a candidate.
When you're all finished, be sure to click the "Save" button in the top right to save the changes to your Dropboard. Wait 5-10 minutes and then your Dropboard's application will be updated with your fields.
When candidates submit, you'll receive answers to all these questions right inside the notification email. You'll also see them in the candidate database:
