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Introduction to Form Builder

The Form Editor allows administrators to create and manage forms used across RQ Platform without needing help from the RQ team. Forms are built from tabs, sections, and questions, and you can update or remove content at any time.

This article gives an overview of the Form Editor, its key components, and the recommended way to build a form.

How Forms Are Structured

Every form follows the same hierarchy:

Form -> Tabs -> Sections -> Questions

Example

Applicant Information (Tab)

  • Personal Information (Section)
    • First Name (Question)
    • Last Name (Question)
    • Email Address (Question)
  • Contact Information (Section)
    • Phone Number (Question)
    • Address (Question)

Project Information (Tab)

  • Project Details (Section)
    • Project Title (Question)
    • Project Description (Question)
    • Funding Amount Required (Question)
  • Supporting Documents (Section)
    • Resume Upload (Question)
    • Budget Upload (Question)

Key Concepts

Tabs

Tabs are the highest level of organization in a form. Use them to separate major areas of a submission, which reduces scrolling and makes longer forms easier to navigate.

Common examples include:

  • Eligibility
  • Applicant Information
  • Project Information
  • Essays
  • Supporting Documents
  • References

Best practices

  • Use tabs for major categories of information.
  • Keep tab names short and descriptive.
  • Avoid creating more tabs than you need.

Sections

Sections divide each tab into smaller, logical groups of questions. Each tab can contain one or more sections.

Common examples include:

  • Personal Information
  • Contact Details
  • Education History
  • Demographics

Best practices

  • Group related questions together.
  • Keep section names clear and descriptive.
  • Avoid sections with only one question when possible.

Questions

Questions are the individual fields submitters complete. Each question uses a question type that matches the information you’re collecting, such as text fields, multiple choice, file uploads, date pickers, checkboxes, and formatted text.

Depending on the question type, you can also configure required settings, help text, validation rules, default values, and conditional logic.

Common question types

Information Needed Recommended Question Type
Name Single-Line Text
Biography Multi-Line Text
Education Level Dropdown
Resume File Upload
Profile Photo Photo Upload
Date of Birth Date Picker
Agreement Single Checkbox
Signature Signature

What You Can Do in the Form Editor

Using the Form Editor, administrators can:

  • Create new tabs, sections, and questions
  • Edit existing questions and settings
  • Reorder tabs, sections, and questions using drag-and-drop
  • Delete tabs, sections, or questions that are no longer needed
  • Configure question settings such as required fields, help text, and validation
  • Apply conditional logic to create dynamic forms
  • Preview changes before publishing them to Production

Recommended Workflow

For the best experience, build your form in this order:

  1. Create your tabs.
  2. Add sections within each tab.
  3. Add all required questions.
  4. Configure question settings and validation.
  5. Apply conditional logic once the form structure is complete.
  6. Test your form thoroughly in Staging before publishing to Production.

Building the complete form before adding conditional logic makes it easier to organize your content and reduces the need to update logic as the form evolves.

Form Design Best Practices

  • Keep question wording clear and concise.
  • Order questions in the sequence submitters are most likely to complete them.
  • Use tabs for major categories and sections for related questions.
  • Test in Staging before publishing changes to Production.
  • Review the submitter experience regularly to make sure the form stays easy to navigate.

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