Create and assign additional appforms

To collect extra information in specific cases, you can create additional appforms and assign them to applications. DreamApply will merge sections of additional appforms with sections of the programme-specific appform and display a combined, unified structure to applicants.

Before you begin

• To manage appforms, your account must have the Superuser or Courses administrator role or the appforms permission.
• To edit programme settings, your account must have the Superuser or Courses administrator role or the courses-view and courses-edit permissions.
• To set up automatic rules, your account must have the Superuser role or the rules permissions.
• To edit offer type settings, your account must have the Superuser role or the offer-view and offer-edit permissions.

Create additional appforms

In DreamApply, additional appforms are configured in the same way as programme-specific appforms but are not linked to programmes. For details, see Create programme-specific appforms.

Assign additional appforms

You can assign additional appforms to applications in the following ways:

• Automatically through rules
• Through offer types
• Through applicant categories
• Manually by Administrators

Assign appforms through automatic rules

To configure an automatic rule to assign an additional appform:

1. In the main menu, under Automation, select Rules.
2. At the bottom of the rule list, click New rule and specify the rule name.
3. In the Trigger events section, select events that must activate the rule. For example, you can choose to manage all newly created, submitted or re-opened applications.
4. In the Conditions section, specify granular conditions for the rule.
5. In the Action section, select the Add additional appform questions check box and choose one or more appforms.
6. At the top of the form, click Save changes.
7. In the rule list, set the rule status to Active.

Assign appforms through offer types

To assign an additional appform through offer types:

1. In the main menu, under System, select Offer types.
2. Select to create or edit a specific offer type.
3. In the Additional appform questions section, choose an appform to be assigned when the offer type is set.
4. At the top of the form, click Save changes.

Assign appforms through applicant categories

To assign an additional appform for applicants belonging to a specific category:

1. In the main menu, under System, select Applicant categories.
2. Select to create or edit a specific category.
3. In the Additional appform questions section, choose an appform to be assigned.
4. At the top of the form, click Save changes.

Manually assign appforms

To manually assign an appform:

1. In the main menu, under Applications, select Browse.
2. In the application card, click View.
3. In the left menu, select Appform questions and choose which additional appform you want to assign.