Once you have created your application you will need to create the individual sections and questions within the application.
The questions are categorized into various sections for the applicant to navigate easily through the process. Each section will be identified with a separate icon on the applicant’s dashboard that they see when they login to the application.
Sections and Questions is where you will create these sections and their individual questions for your application. Below is an example of the applicant’s dashboard and how these sections are viewed by him/her. Notice that each icon represents a separate section in the application.
Note if you clone an application from a previously existing application these questions and sections will be cloned as well and will show those cloned sections when you come to this section.
7.1 Navigating to Section and Questions Setup
- Step 1: Select from the Home Page – Application Setup
- Step 2: Select from the listing of applications the application you want to setup the sections and questions for by clicking on the name in the Application Form column.
- This will bring you to the Applications Dashboard.
- Step 3: Select the Sections and Questions
- This will open the Sections page, listing all the available sections in your application.
7.2 Overview of the Sections Listing
- Add Conditions(s): Allows you to add conditions to multiple sections
- Create Section: Allows you to create new sections within your application form.
- Clone Existing Section: Allows you to clone a section from another application or within the same application.
Section Listing Columns
- Selection Box: used to select specific sections when adding conditions.
- Edit Icon: Allows you to edit the section setup information
- Red X: Allows you to delete sections within your application form.
- Preview Icon: Allows you to see a preview of what the complete section will look like on the applicant’s dashboard.
- Display Order: The order sequence the section will appear on the applicant’s dashboard.
- Up and Down Arrows: Allows you to move a section upwards or downwards to adjust the display order.
- Activate Section: Makes a section active and visible on the applicant’s dashboard
- Staff Section: If checked this will be a staff section only visible to staff
- Request Section: This is a request section and not viewable by the applicant, applicant will assign a designated individual to complete this section.
- Hidden from Applicant: This is a section that is not viewable by the applicant
- Section Name: The name of the section
- Section XML Name: The XML mapping name given to the section for linking data to external databases or other applications for report pulling and data export/import.
- Section Type: The type of section
- Deadline: The deadline date given to the specific section
- Conditions: Add/Edit: Used to set specific logic conditions to allow the section to appear on the applicant’s dashboard based on how the applicant answers specific questions elsewhere in the application. If green, then there are conditions set on this section.
7.3 Creating a New Section for Your Application Form
There is no limit to the number of sections you can create.
A section must be marked as Activate Section in order for it to be visible on the application.
- Step 1: From the Application Dashboard click on the Sections and Questions This will open the table view of the application Sections.
- Step 2: To create a new section Select the Create Section
- A new screen will open up
- Note: As you’re completing this form, items marked with an * are required and must be completed.
7.3.1 Section Name and Display Name
- Step 3: Fill in the Section Name
This is used for reporting purposes and won’t be visible to the applicant. The user should refrain from using any spaces or other special characters other than alphanumeric. If you enter a Section Name with spaces or special characters other than alphanumeric it will remove them when you tab to the next field.
- Step 4: Fill in the Section Display Name
This is the title name that is displayed to the applicant on the applicant dashboard.
7.3.2 Importance of Section XML Name
- Step 5: Fill in the Section XML Name
When importing/exporting data from the CommunityForce system and integrating this same data with another database system, the Section XML name is the most important factor in accomplishing this task successfully. XML names must be created as the same XML name of your integrated database item in order to be able to map the data effectively. Once an XML name is created and mapped to your database, it is important to never change this name. Doing so will break the mapping of data between the two systems.
7.3.3 Section Type
- Step 6: Enter the Section Type
Sections are organized into Section Types. Section Types describe the type of section it is and helps determine what part of the process this section is used in. Some types are necessary in order to cause other triggers in the system.
220.127.116.11 Admin Section Type
Sections that are created for use by staff to be completed only by back end staff administrators. If using this section type you would also select in the section setup the option for Staff Section “Yes”. Please see the section below on What a Staff Section is and How You Could Use it. Selecting this option allows this section to hidden from the applicant and they will not be able to view or complete this section, it will only be viewable from the back end by staff.
18.104.22.168 Application Section Type
These are the main sections of the application and are what the applicants see when they first begin to apply for an application. An applicant must complete all of the Application sections prior to submitting their initial application.
22.214.171.124 Acceptance Section Type
Sections that an applicant can see and complete if offered an award to acknowledge their acceptance or denial of an award, collect payment information, etc.
In the award process, using either Batch Awards or Manage Awards to award your applicants, once you populate the Final Award field in that process, the applicant’s status automatically moves to Selected For Award. Once that happens, there is a system trigger that automatically causes to appear, on the Application Dashboard for the applicant, two buttons an Accept button and a Decline button. When the applicant clicks one of these buttons, the applicant’s status moves to the next status of either Award Accepted or Award Declined depending on which button they have selected.
If you decide to incorporate a section for your applicants to complete to accept an award, you can use the Acceptance Section to capture that data. When creating this type of section, you can incorporate the use of those buttons as part of the process. That way once they complete the section, they can then return to the dashboard and click the appropriate button to accept or decline the award. This will cause their status to move to the next status, Award Accepted status or Award Denied status depending on what button they push. You will then know that they have completed the requirement. (Note that the applicant cannot click the button until all questions in the application form have been completed including the Acceptance section)
Therefore, when creating this section, you would only want it to appear for applicants that have been awarded, so when building the section, you would use the Section Type of Acceptance, and then have it set to only appear to applicants that have reached the status of Selected For Award, Award Accepted and/or Award Declined.
If using the Acceptance Section type it is important to instruct your applicants in the instructions for that section, that once they complete the section and return to the dashboard, they will need to be sure to click either the Accept button to accept the award or the Deny button to deny it. If they do not click those buttons you will not know that they have completed this section without manually going in on each applicant to see if it is completed. However, by using the buttons you will have the system update their status and you will know by seeing that status that they completed the requirement.
Note it is not a requirement to use an acceptance section, just a suggestion since the buttons are available automatically. If you don’t want to use the buttons that is fine, or if you don’t want to create a section but just instruct the applicant to click the button, that works as well. The acceptance section creation is only if you want to capture additional data from your applicants in accepting the award and need to have them answer additional questions as part of that process.
If you do not use the buttons you would be responsible for moving the applicant manually to the accept or declined award status using the Change Status process in the Applicant status report or another report that offers that option.
(If you never use the Acceptance Sections or the Accept/Decline buttons note that they can be turned off for the entire site by contacting support and notifying them that you do not want them as part of your site’s process and request them to be turned off.)
Below is an example of what an Acceptance Section setup would look like:
126.96.36.199 Post Acceptance Section Type
Post Acceptance Sections are sections that an applicant can complete after they have accepted the original award. This can be used to capture additional information after they have accepted the award such as payment information, travel arrangements for a formal awarding event, reporting on semester grades, etc.
Post Acceptance sections have a special report called the Post Acceptance Report which is located in the Evaluations/Reports dashboard of the application form. This report allows you to see all the activated sections you have created as Post Acceptance sections and shows when the applicants complete them.
Only sections marked as Post Acceptance will appear in the Post Acceptance Report. Post Acceptance sections must contain a Submit Button on the section in order for that section to show as submitted in the Post Acceptance Report section. (there is also a setting in Site Settings that your Global Admin can set that allows the Application Contact to receive an email when the Post Acceptance Section has been Completed – Administration Dashboard/Site Settings/General Settings/Enable Post Acceptance Section Submit Notification; if set to “Yes” and email will be sent to the Application Contact when the section is submitted. If set to “No” an email will not be sent. The email that goes out is in the Notification Center (Manage Notifications) – email template – Application: Applicant Submit Post Acceptance Section). For more information on how to view the report please see the module on Reporting/Post Acceptance Sections Completed.
Since these types of sections generally are sections that are completed only for applicants after they have been awarded, when creating this section type you would also want to be sure to set the appropriate status trigger of Selected for Award and/or Award Accepted when using this section type depending on your process and what status the applicants are in when this section is to be completed.
Below is an example of what a Post Acceptance Section Setup would look like:
188.8.131.52 Requests Section Type
Sections created that must be filled out by an outside source, not the applicant, via an on-line form. The applicant nominates the individual that is to complete the form, and only the person who receives the request via email (and the authorized staff) sees the questions in these sections, (i.e. Letters or Recommendation, Request for Transcripts from Guidance Counselors, etc.) If using this section type you would also select in the section setup the option for Request Section “Yes”. (Please see the section below on What a Request Section is and How You Could Use it and Request Section Email Template)
7.3.4 What a Staff Section Is and How You Could Use It
- Step 7: If you want this section to be viewable only to staff or reviewers, select “Yes” otherwise select “No”.
Sections marked as Staff Sections are only view-able by authorized staff and not the applicant and can be used to create questions to be filled out for internal purposes. You can mark a section as a staff section by selecting “yes” for the Staff Section. These sections can be used for internal purposes including uploading additional information to the applicant’s application used for internal review, tracking colleges that applicants chose, staff interview notes, site visit notes, etc.
7.3.5 What a Request Section Is and How You Could Use It
- Step 8: If you want this section to be a Request Section, select “Yes” otherwise select “No”.
Request Sections require the applicant to assign (nominate) a designated person to fill out a specific section on their behalf.
This section is private and not viewable by the applicants, but the applicant can see when the designee has completed this section or if the designee has rejected their request.
Questions can be created by the Admin that the designee can answer regarding the applicant as well as upload any documents that may be requested of them.
When the applicant enters the designated persons information in the request section, an email will go out to that individual with a link and access code that they can click on to be directed to the section they are to complete.
This is useful for requesting applicant transcripts, entrance exam scores, letters of recommendations, parent signatures, etc.
If you are using Request sections in your application, it is important that you selected the correct Nomination Type when creating the initial application in the General Information Setup. Either Single or Multiple.
Important: If using a Request Section, remember that the applicant is not the one completing this section, it is the designated individual who is completing it. Therefore, you will want to be sure that the section’s instructions in the section setup are directed to the designee not the applicant. To create the instructions to the applicant, there is a separate setup item in the Application Setup Dashboard called Request Instructions. It is important that you create those instruction, as well, for the applicant so that they are aware of how to nominate their designated individual.
184.108.40.206 Request Section Email Template
When creating a Section and selecting “yes” for the Request Section, and additional Email Template Field will appear
- Step 9: If you did not already select “yes” for the Request Section, please do so now so that you can see how this appears.
In the Notification Center for your application, there is a default email template Application: Request From Applicant if you select the Default Email Template selection this is the email that will go out to the designated individual.
However there are times when you will have multiple request section in your application form, therefore you can create, in the Notification Center for each Application, separate Nomination templates with different messages for each separate request section. If you have created additional Nomination Templates those templates will appear in this field for you to select the correct template for the correct request section.
In this email template there is a link directing the indiviudal to the section they are to complete as well as an access code. If for some reason they are not able to click on the link and be directed to the section, they can also go to the site and click on the Nominator Login located in the bottom right hand corner of the Login screen and enter the access code that was given them. (Important: If you create additional Nomination templates it is important to make sure you include the links and the access code fields).
The nominee can then enter the access code received in their email to access the nominated request section.
Note: Once the section has been completed by the designated individual an email will be sent to the applicant notifying them that the section has been completed (See Notification Center email template Application: Request Completed)
If a designated person does not want to complete the section they will have the option to deny the request once they have opened their assigned section. If they deny it the applicant is sent an email notifying them of the denial (See Notification Center: email template Application: Request Declined).
These emails are application specific, so you will want to go to the Notification Center for each of your applications and make the needed changes to each.
7.3.6 What the Function of ‘Hide from Reviewer’ Button Is and How You Could Use It
- Step 10: Select “Yes” if you don’t want this section to be viewable by your Reviewers, otherwise select “No”.
Hide from Reviewer allows an entire section to be hidden from all Reviewers so that they cannot see the section in their review process. This is helpful for staff sections, or section that contains personal information that you do not want the reviewers to have access to or may contain data that is not pertinent to the reviewer making their decisions and may cause the reviewers to be biased when scoring (Address Section, Personal Information Section, Demographic statistical sections, etc.)
Note: This will hide the complete section, however, if you do not want the entire section hidden there is also the option to hide just specific questions when you are creating the questions for the section.
7.3.7 Display Order
(Note this will only appear if editing a new section. Once you save the new section and return by clicking edit icon for this section you will see this item)
- Step 11: Enter the order number that you want this section to appear in the applicant’s dashboard (i.e. 1 = this will be the first icon in the line of section, 2 = the second, etc.)
This defines the read order in which the applicant views the specific sections on their dashboard, the sections are viewed left to right and you can adjust the order of where the sections fall within the applicant’s dashboard.
7.3.8 Choose a Section Display Image
- Step 12: Click on the Click here to select icon and scroll through the listing of available images, select the image you want for this section. The image that you selected will appear to the right of the screen. If this icon is not want, you want then you can select another one until you get the desired icon.
Every section on the applicant dashboard has an image assigned to it. In the Section Display Image, the Admin can select an image icon from a variety of images. Choose an image that is descriptive of the section the applicant is filling out.
7.3.9 Statuses and How You Could Use Them
- Step 13: Select the Status that you want the applicant to be at when they see this section in their dashboard.
Status(es) are automatic triggers that move an applicant through the application process depending on where the applicant is in the process, and are mainly driven by the by the Admin.
You can set a status on your section so that applicants will not see that section until they have been moved to a specific status in the process.
Each status is described below along with the trigger that moves the applicant to that status:
When creating sections by a Section type you would want to select only applicants with a specific status to see that specific Section type’s sections.
Example: You create a section with a section type of Post Acceptance and a Status of Award Accepted so that the applicant can fill out information pertaining to the award they received and how they have used it, like a final reporting. Only those applicants that have the status of Award Accepted would be able to go in and complete the Post Acceptance. All other applicants not at this status would be able to see this section.
- All - No specific Section type or Status Detail needed to be accessible. All applicants can view this section no matter what status they are in the process.
- Pending Submission - The applicant has started their application but has not yet submitted.
- Submitted - The applicant has clicked the submit button on their application and submitted their application and if present all request sections have been completed by the designee.
- Withdrawn - The applicant has chosen to withdraw their application for this application process by using the withdraw feature of the program.
- Under Committee Review - The applicant has been assigned to a committee anywhere within the application process.
- Not Selected For Award - The applicant has been marked as denied an award in the awards section
- Selected For Award - The applicant has been selected for an award in the awards section.
- Award Accepted - The applicant has accepted an award
- Award Declined - The applicant has declined an award
- Request Pending – Applicant has submitted their application form, but the designated individual has not yet completed the request section on behalf of the applicant.
7.3.10 Setting a Section Deadline Options
- Step 14: Select the Deadline Type, as well as the Date and Time if applicable. If you want the same deadline information as the application, select the Inherit from Application option.
Sections of the application can carry the same deadline information as the application or have deadlines specific to that section.
A Section’s deadline determines when the section will no longer be available for the applicants to fill out and will be turned off according to the Deadline Date and Deadline Time selected. The Time Zone is the time zone for your site based off of the Time Zone set in the Administration/Site Settings.
Deadlines can be set according to the following options:
- Inherit from Application - Uses the same deadline date and time as the application deadline. The Deadline Date and Time will automatically be populated with the applications deadline information.
- Section Deadline - Has a separate deadline than the application and is section specific.
- No Deadline - There is not a deadline for this section.
Application section types should inherit the deadline from the application.
Request section types may have a different deadline then the application so as to allot enough time for the requester to fill out their information.
Post Acceptance section types may not need a deadline because the Admin may just monitor that they have been completed and withhold payments if they have not.
Award Acceptance section types may have a deadline to accept or forfeit the award. This deadline would be later than the original applications deadline.
7.3.11 Adding a Section Submit Button
Best Practice: You mainly would only use the submit button on sections you are opening up to different status and deadlines that fall after the original application’s deadline.
- Step 15: This allows you to have a “Submit” button appear at the end of that sections page to allow the applicant to submit just that one section.
Yes – Allows the submit button to be present within the section. No – Will only have submit on the applicant dashboard and the applicant will need to click out of the section to submit.
Note: If you have more than one section in your application form then click “no” for the Show Submit button as putting a submit button on a section can be confusing for your applicants. Only use the submit button on a section if the following applies to your application form:
- The section is an “Application” section type that you want the applicant to complete and once they click “Submit” on that one section you want them to not be able to change that one section even if the rest of the application form has not been completed and submitted. If you use the submit in this way, then you would want to also make the “Lock After Submit” set to “Yes” just for that one section. Once the applicant completes that section, if they click submit on that one section, they will not be able to go in on that section to make a change.
- The section is a “Post Acceptance” section type and you need to know when this section was completed by the applicant using the Post Acceptance Report. Adding the submit button to these types of sections allows the applicant to click the submit button on that one section and then once they click submit that section will show as completed on the Post Acceptance report.
7.3.12 Lock After Submit
This allows you to set the “Lock” after submit setting on just the individual section. Setting the Lock After Submit allows you to lock an applicant out from making changes to this one section once they have completed the section and submitted.
- Step 16: Select the appropriate setting for your section:
- Inherit from application - When creating a new application you have the option in the General Information setup to Enable Editing after Submitting Application. Depending on the selection on the application level the section would inherit the same option. Select this option if you want the same rule as you created for the application. Otherwise, if you want this section to have its own rule different from the application’s lock setting then set according to the specific section.
- Yes – Locks the section and the applicant cannot change it after they have submitted.
- No – Allows the applicant to go in after submitting and make changes to this specific section.
(Note: If the Global Admin has set the “Disable Sections locks” in the Administration>Site settings, to No, then even the administrator will not be able to edit this section. If this is the case and the administrator needs to edit this section, then select “No” if the lock in the actual application was set to “yes”.)
7.3.13 Importance of Section Instructions and How to Create Them
- Step 17: Enter instructions regarding how to complete this section. If this is a request section the instructions would be directed to the designated individual not the applicant.
Section Specific Instructions are the instructions that will appear below the Section heading in the applicant dashboard when the Applicant clicks on that section. These will be instructions on how to appropriately fill out this section. Type your instructions in the instructions box, which has an html editor that can be used to create the instructional message or you can use the design mode to edit and format the instruction features similar to Microsoft Word.
- Step 18: Once you have created your sections, click the “Save and Exit” button to save your information and you will be returned to the Sections listing for the specific application.
Reset Form – allows you to cancel and reset the form to start over.
7.3.14 How to Change the Sections Display Order to Applicant
While in the Section display table you can click the up and down arrows on a specific section to move that sections display order to the next order level or to the prior order level depending on which direction you want to move the sections order. The display order is the read order in which the applicant views the sections on their dashboard. Sections display left to right in the applicant’s dashboard.
7.3.15 How to Activate a Section
After a section is created you will need to activate that section for it to appear in the application.
While in the Sections listing, click on the Activate Section check box next to the section you want to include in the application and click “Save”.
If there is not a check mark in the box, the section will not appear on the applicant’s dashboard.
When cloning applications and there are sections from the cloned application appearing that you do not want to include in the new application, to de-activate unclick the Activate Section check box and click “Save”.
Best Practice: If you have sections that are set by a specific status(es), you may want to leave those sections without a check mark until you are ready to release those sections to the applicants.
You have a section created for the applicant to provide you additional information prior to accepting the award. You created that section to trigger as soon as the applicant’s status is Selected for Award. If you are awarding applicants in the awarding section, as soon as you award them, their status will automatically change to Selected for Award. Since you have not notified the applicant yet of the award you may not want that section to appear in their dashboard. Therefore, by leaving not Activated you can notify the applicant’s and then activate the section for them to complete.
7.3.16 Hiding a Section from Applicant and How to Use It
This is located in the Sections listing.
If you have a section that you need to be active on the application, but you do not want the applicant to have access to this section, you can hide that section from the applicant. This is used on Request Sections and Staff Sections that need to be completed by someone other than the applicant and the information is to be confidential.
On this section you will need to have check marks in both the Staff Section and the Hidden From Applicant or Request Section and Hidden From Applicant.
Note: To fully understand the functionality of these two areas, please be sure to refer to the training modules for “What a Staff Section is and How You Could Use it” and “What a Request Section Is and How you Could use it”.
7.3.17 How to Edit an Existing Section
To edit an existing section within an application, while in the Sections listing select the Edit icon next to the section to be edited.
This will open the Add/Edit Section setup; edit the appropriate information and click “Save” to save any information you have updated.
7.3.18 How to Delete an Existing Section
To delete an existing section within an application, while in the Sections listing select the click on the red X next to the section to be deleted.
Use extreme caution when deleting a section as you will not be able to retrieve it once it has been deleted.
You will receive a confirmation stating that all the fields/questions associated with this section will also be deleted, if you are sure you want to delete, click yes to continue.
Note: If data has been entered by an applicant you will not be able to delete that section.
7.3.19 How to Set Conditional Logic on a Section
There may be instances in which you need an applicant to fill out different sections of an application that may not be necessary for all applicants to fill out that same section. Conditional Logic can be set on a section that will trigger it to appear depending on how the applicant answers questions within other sections of the application.
Conditions are set on the section that is going to be affected by the conditional logic and appear when the condition is met.
- Step 1: While on Section and Question Setup Listing, set conditional logic on one specific section, by clicking on the Add/Edit in the Conditions column next to that section.
Note: The first section will not have conditions, as this is the first screen that the applicants will see and cannot be blocked with conditions. Sections that have conditions set on them will be have the Add/Edit under the conditions column highlighted in green.
- The Conditional pop-up is used to define when a section is shown to the applicant based on how the applicant answers specific questions within your application. These can be set on a single data value or a combination of data values. When creating conditions, you are selecting the values that will allow the selected section to appear in the applicant’s dashboard, if the condition is met. Sections that do not have conditions set on them will automatically appear and do not need conditions to be visible.
- Step 2: Try entering a condition on a section using the following guidelines. Once you enter your first condition, click the Add Condition button to enter additional lines of conditions. The red X will allow you to delete a condition you do not want.
To add a condition to show a section:
- Section: What section has the question that will trigger this section to appear? Select that section.
- Question Name: What question is the trigger for this section to appear? Select that question.
- Condition Type: What is the condition of the answer/value that has to be met in order for the section to appear? Select that condition. Possible conditions are:
- Contains – the answer/value contains this value
- Starts With - the answer/value starts with this value
- Does Not Contain - the answer/value does not contain this value
- Is Not Empty - the answer/value is not empty (applicant has answered this question)
- Is Empty - the answer/value field is empty (applicant has not answered this question)
- Is Exactly – the answer/value must exactly match the value.
- Is Less Than - the answer/value is numeric and is less than the value amount
- Is Equal To - the answer/value is numeric and is equal to the value amount
- Is Greater Than - the answer/value is greater than the value amount
- Is Not Equal To - the answer/value is numeric and is not equal to the amount.
- Example 1: You want the Work Experience Section to only appear for applicants that have completed the General Information Section and selected “Yes” to the question: “Are you currently employed?” And they selected “yes” to the question: “Do you have employment information to include?” You would enter the condition as follows on the Work Information Section:
The section would not appear unless the applicant answered exactly this way on both of the questions. If they answered “yes” on one and “no” on the other it would not appear. If you used “or” then it would have appeared on just one of the questions answered as “yes”.
- Example 2: The essay section is only necessary if you are a Male older than 25 or a Female older than 20. So you want the Essay Section to only appear for applicants that have completed the General Information section and selected Gender: “Male” and answered Age: as any age greater than 25. Or Gender: “Female” and answered and answered Age: as any age greater than 20. The condition would be set as follows:
The section would appear if the applicant answered he was a male and his age was above 25, both conditions would have to be met for group 1.
Or the other reason the section would appear would be if:
The applicant answered she was a female and her age was above 20, both of her conditions would have to be met for group 2.
- Step 3: after you have entered your conditions information, be sure to select Save to save any conditions you have added.
- Step 4: Once you return to the Section listing screen the Add/Edit in Condition column next to your section will now display as green, showing that conditions have been entered on that section. If it is not showing as green, click ”Save” on the Sections listing screen to refresh your information.
Additional examples of Section Logic:
220.127.116.11 Setting Conditional Logic on Multiple Sections
If you have sections that have the exact same conditional logic on multiple sections, you can set the logic for all the sections at the same time without having to go in on each separate section to set it.
Best Practice Tip: Once a section has logic set on it you will not be able to select it for the multiple selection option. Therefore, when setting logic on multiple sections, set that multiple logic first. Then go back in on the individual sections and add the additional conditions that apply only to that single section. +
- Step 1: While in the Section and Question Setup Listing, select the all the sections you want to enter the logic on, by entering a check mark in the box next to that section.
- Step 2: Click the Add Condition(s) button.
- This will open the Add condition box, notice that it list at the top of the box all the sections it will be adding that condition to:
- Step 3: Enter the conditions, as you would if it was just for one section, that apply to all the sections and click the Save and Exit to return to the Section Display. All the sections will now have the condition set on them.
- Note: If you need to add additional conditions on just one of the sections that you just updated in the group, you can click on the Add/Edit next to that section and add the additional conditions that apply only to that section.
7.3.20 Cloning an Existing Section
Cloning an existing section allows you to create a new section within you application that is an exact clone of a section that has already been created within another application you have previously created or can be used to copy a section that is currently within the application you are working on.
When you clone a section all the data from that section will be copied along with the questions that were included as part of that section.
Important Note: When cloning a single section any conditional logic that has been set on that section, as well as on any questions within that section will not be cloned. You will have to re-enter the logic.
- Step 1: From the Section and Question Setup listing, click on the Clone Existing Section button.
- A new screen will open:
- Note: Cloning an Existing section screen is the same screen as Creating a New section with the exception of the following:
- Step 2: Select Application - Select the Application that you want to clone the section from. You can choose a section within this same application or you can select a section from another application. Only published Applications will appear in this listing.
- Step 3: Select Section - Select the Section from the application that you want to clone
Important: The remaining information will be populated according to the cloned section. Please be sure to update the data accordingly, to fit the new section you are creating.
- Step 4: Be sure to click “Save” to save any changes you may have made to the section.