Understanding the Form Editor

The Form Editor allows admins to create and manage submission forms without requiring assistance from the RQ team.

Forms are organized into Tabs, Sections, and Questions, making it easy to structure information and create a better experience for submitters.

Form Editor Structure

Submission forms follow the structure below:

Form
→ Tabs
→ Sections
→ Questions

Examples: 

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 Requested (Question)

Supporting Documents (Section)

• Resume Upload (Question)

• Budget Upload (Question)

Using Tabs and Sections helps organize larger forms into manageable pieces and improves the applicant experience.

Understanding Tabs

Tabs are the highest level of organization within a form.

Tabs are used to separate major areas of a submission into distinct groups.

Common Tab Examples

• Applicant Information

• Project Information

• Budget Information

• Supporting Documents

• References

Benefits of Tabs

• Reduce long scrolling

• Improve navigation

• Group related information together

• Create a more organized application experience

Best Practices

• Use tabs for major categories of information.

• Keep tab names short and descriptive.

• Avoid creating too many tabs unless necessary.

Understanding Sections

Sections are used to organize related questions within a tab.

Each tab can contain one or more sections.

Example

Tab: Applicant Information

Sections:

• Personal Information

• Contact Information

• Demographics

Benefits of Sections

• Improve readability

• Group similar questions together

• Make forms easier to complete

Best Practices

• Use sections to organize related questions.

• Keep section names clear and descriptive.

• Avoid creating sections with only one question when possible.

Understanding Questions

Questions are the individual fields applicants complete.

Each question uses a specific question type depending on the information being collected.

Common Question Types

For detailed configuration instructions, refer to the individual Question Type articles.

Recommended Form Structure

A well-organized form typically follows this pattern:

Tab: Applicant Information

Section: Personal Information

• First Name

• Last Name

• Email Address

Section: Contact Information

• Phone Number

• Mailing Address

Tab: Project Information

Section: Project Overview

• Project Title

• Project Summary

Section: Budget

• Funding Requested

• Budget Description

Tab: Supporting Documents

Section: Required Uploads

• Resume

• Supporting Documents

Best Practices

• Use Tabs to organize major categories of information.

• Use Sections to group related questions.

• Keep question wording clear and concise.

• Organize questions in the order applicants are most likely to complete them.

• Test the form in Staging before publishing changes to Live.

• Review the applicant experience regularly to ensure the form remains easy to navigate.

Related Articles

• Creating and Editing Application Forms

• Understanding Question Types

• Understanding Staging vs. Live

• Publishing Changes to Live