Key Use Case

Key Features and Logic

1. Agile Customisation: When a template is added to a project, it is copied rather than linked. This allows you to edit the form for a specific project without changing the original template.
   
2. Default Status: Every Organisation portal must have at least one active Default template. This template automatically appears at the top of the selection list during project setup.
   
3. Departmental Access: Templates can be associated with specific departments. While Administrators can usually see and duplicate templates from other departments, they cannot use them directly unless they create a duplicate first.
   

Mandatory & Pre-Defined Fields

1. System Required: Every form must include Candidate Name, Surname, Email, and Mobile Number. These cannot be edited, hidden, or removed.
   
2. Wamly Pre-Defined Fields: These are specialised fields in the toolbox with fixed logic for validated data collection, such as Identity (validates SA ID or Passport), Qualification, Driver's License, and Gender.
   
3. Automatic Triggers: Enabling Psychometrics or Background Checks on a project will automatically add mandatory fields like 'Gender' or 'Candidate Identity' to your form.

Best Practices for Management

1. Filter Optimization: Use multiple-choice or dropdown fields instead of open text inputs where possible. You can only filter candidates by fields with pre-defined answers.
   
2. Form Builder: The builder allows you to drag and drop fields, mark them as REQUIRED, and preview the final layout as a candidate would see it.
   

Setup of Form Templates

1. On the Settings Tab you will be able to give your form a Name, Description and associate departments.
   
2. You are also able to Allow admins in other departments to view and duplicate this form template.
   

1. On the Form Builder Tab you are presented with a Form Preview and Toolbox sections.
   
2. You are able to drag and drop Form Fields from the Toolbox section into your Form Preview section.
   
3. Once the field(s) are in the Form Preview section you will be able to click and drag fields to move the order of the fields on the application from that is present to the candidate.
   
4. You can Preview Form at any time to have a look at the application forms presentation.
   

1. By clicking on the Pencil edit icon you will be able to edit the Label of the field, stipulate if the field is required (mandatory), document upload is required or if you would like to Hide the document upload field.

1. Once you have added all your form fields to your application form and are satisfied with the order of the fields you can click on “Create” at the top right of the menu to save your Form.