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Introduction to Form Builder

The Form Editor allows administrators to manage forms used across RQ Platform. Using the Form Editor, admins can create structured forms made up of tabs, sections, and questions, and can update or remove content at any time.

This article provides an overview of the Form Editor and its key components.

Key Concepts

Tabs

Tabs are the highest level of organization within a form. Use tabs to group related sections together, making longer forms easier for applicants to navigate.

Examples include:

  • Eligibility
  • Applicant Information
  • Essays
  • References

Sections

Sections divide each tab into smaller, logical groups of questions. Organizing questions into sections improves readability and creates a more structured experience for submitters.

Examples include:

  • Personal Information
  • Contact Details
  • Education History

Questions

Questions are the individual fields that collect information from submitters. The Form Editor supports a variety of question types, including text fields, multiple choice questions, file uploads, date pickers, checkboxes, formatted text, and more.

Questions can also be configured with validation rules, required settings, conditional logic, default values, and other options depending on the selected question type.

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, we recommend building your form in the following 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.

Related Articles

  • Creating Tabs
  • Creating Sections
  • Adding Questions
  • Understanding Question Types
  • Using Conditional Logic
  • Publishing Changes to Production
  • Rolling Back Published Changes