Workflow review forms are used to capture application ratings and comments during the reading process. Workflow Review forms may be associated with a specific bin and will display to the right of the Reader.  Once the form is submitted, it will be associated with the applicant and the form results can be displayed in the Reader.  Multiple forms may be submitted on an applicant.

Configuring a Review Form is a two step process:

1. Create a Review Form using the Form Builder.

2. Associate your Review Form with a Workflow Bin.

Create Workflow Review Forms

1. Click Forms in the top navigation bar.

2. Click New Form.

3. Enter the following User configurations in the pop-up window:

   • Page Title - The Page Title will display as the name of the form.

   • Folder - Keep forms organized by saving review forms in a Review Forms folder.

   • Status - Set the Status to Confirmed/Active.

On the Form Management screen, click Edit Form to begin building a Reader Review form.

Form Fields

Use the Form Builder palette to add questions to the Workflow Review Form.

• Enter a unique field label and export key for every field on the Workflow Review Form. This will make it easier to identify and export Workflow Review Form data.
  
  For example, if there are multiple comment fields on the form, give each one a unique label (e.g., Academic Comments, Extracurricular Comments) and a unique export key (e.g., aca_comments, extra_comments). 

Configure the form fields as follows: 

• Status - Status should be set to Active.

• Type - Select a compatible format type for your field.

• Label - Provide a unique label that will display on each field name.

• System Field - Workflow Review forms may be mapped back to a system field or left unmapped. Only select a system field when appropriate. Otherwise, leave this setting blank. 

• Export Key - If a System Field was selected, the Export Key will pre-populate. If not, provide a unique export key name.

• Data Type - Select the appropriate Data Type. Note: If the field is storing a numeric value, be sure to select either Int (integer - no decimal) or Real (decimal number). This will allow the use of the value in a calculation on the form and filter on the numeric values.

• Prompts - If the field is mapped to a system field, the prompts will pre-populate. If not, list the possible values if the field has option values.

• Default Value - Configure a default value if the form field should display a particular value when the form is opened. 

• Options - Carefully consider how each Option setting will affect a Workflow Review form field:

  • Required - Determine which fields should be required on the review form.

  • Internal Only - This setting is for public-facing forms and should not be used on a Workflow Review form field.

  • Read Only - Use this setting for read-only fields that should display (and not update) data from the student record. 

  • Hidden - This setting is used for calculated fields. 

  • Disabled - This setting not necessary for a Workflow Review form.

Associate Review Form with a Workflow Bin

1. Click Database in the top navigation bar and select Reader Review Forms.

2. Click Insert.

3. Enter the following User configurations in the popup window:

   • Show In Bin - Select the Reader Bin where your Workflow Review form should appear.

   • Into Bin (optional) - A Workflow Review form may display conditionally based on the next bin a reader selects. For example, the review form can display only if the reader selects 'Portfolio Review' as the next bin. 

   • Form - Select the desired Workflow Review form to display.

   • Required - Decide if the Review Form is required. A reader will not be able to send an application to a next bin if the Required setting is set to Yes and any required fields on the Reader Review Form are not completed. Note: If No is selected, the Workflow Review form will be collapsed in the Reader by default. Any required fields will only be required if the reader elects to display the form.

Configure the Review Form Process

Process	Description
One-to-Many	If the same Workflow Review Form is used at multiple stages of the reading process, configure the same form to display in multiple bins:
One-to-One	If separate Workflow Review forms are used at different stages of the reading process, configure each Workflow Review form to display in the desired bin:
Many-to-One	If multiple Workflow Review forms are used at one stage of the reading process, configure each Workflow Review form to display in that bin:

Consider the reading process when configuring the Required setting on Workflow Review forms. Forms may not all need to be required in order to submit responses.