Configuring a form per record
One Form including pre-screening questions rarely fits every vacancy. A question about years of experience is beside the point for a junior opening.
You do not need a form per vacancy for that. Build one form, then switch its questions on or off per record. Each vacancy serves only the questions that belong to it, and the form itself never changes.
Before you start
You can configure a form per record once the form is linked to an object, and that object is first in the form's object list. Link it on the Objects panel in the form builder.
Put Vacancy first and you configure the form per vacancy. Objects below it, such as Match or Candidate, still give you their variables and tie the response to their record. You cannot configure the form against them.
You can create as many forms as you want, connected to an object (Vacancy)
Configure a form questions for a Vacancy
Open a Vacancy in Carerix and click on the Forms tab. Each form connected is visible in the Vacancy form tab.
The Question column lists the questions that can be configured for this vacancy.
The Available column decides whether each one is shown. Set a question to Off and this vacancy skips it. Set it to On and it comes back.
Every change is saved as you make it. The list highlights every question that no longer follows the form, so you can tell what this record changed.
Two things stay as they are:
Questions with Always include turned on in the form builder.
The form serves them whatever the record says.Ending screens and redirects. They are not questions, so they never reach the list.
Preview
The Preview on the right opens the form as the questions will be asked, with the Vacancy's own values filled into the questions. It offers the same Interactive, Conversational, and Test & Evaluate views as the builder, and a language picker.
Use it to check that a question still reads correctly once its variables resolve.
Insights in the responses
The Responses tab of a Match lists what responses came back, whichever channel it arrived through (Email or WhatsApp).
Open a response to read the answers. The highlights above them show the channel, summary, the number of messages, how much of the form the respondent finished, how long it took, the result and Generated fields.
Why configure per record
A staffing agency runs one pre-screening form across hundreds of vacancies. Configuring per record is what keeps that workable.
A client with a hard requirement gets that question switched on for their vacancies only.
A vacancy with no salary range switches the salary question off, so nobody is asked to react to a figure that is not there.
A role where experience does not matter switches the experience question off, and it drops out of the evaluation with it.
One form still holds the questions, the logic, and the evaluation. Only the selection per vacancy moves.