Example: Create a multi-page job application form

The following example shows how to create a job application form. It uses the same job application form as in Example: Create a job application form, but it is displayed on three separate pages instead of a single page. The second step is conditionalized and is only displayed if the visitor selects the Support job type in the first step. It uses the following elements: Form step, Text, Selection, Text area, Hidden visitor profiling, File Upload, and Submit button.

Video tutorial: Create a multi-step form (5:40 minutes)

1. Create three pages: Personal data, Cover letter, and Upload CV.
2. From the assets panel, select Forms to list the existing form folders.
3. From a folder's context menu, select New Form. In the All Properties view, change the form properties as follows:
   • Name – Give the form a name, such as Job application multi-page.
   • Form title – Enter Apply with us! as the form title.
   • Description – Enter Submit your job application with us! as description.
   • Show Navigation bar if the form has multiple steps – Select this checkbox to include a navigation bar that shows the visitor how many steps there are in the form.
4. Drag form elements onto the new form container. Change the elements as follows (add your own Placeholder text) and publish each element:
   • Form step – Adjust the settings of the form element as follows:
     • Label the form element Step 1.

       The Step title is what the visitor sees in the form, and Name is the form element instance and what you see as the column title in the form submissions.

     • Enter Tell us who you are as description.
     • In the Settings tab > Display step in other content, select the Personal data page.

       

     • If you want the visitor to review and confirm the data they enter in this step, see Example: Add a rich text confirmation step.
   • Text – Label the form element Full name and select the Required checkbox. Add a placeholder, for example, First {Middle} Last, to let visitors know the expected name format.
   • Text – Label the field Email and add a tooltip. Select the Required and Email checkboxes. Add a placeholder, for example, john.doe@example.com to give visitors an idea of what to add in the text box.
   • Selection – Adjust the settings of the form element as follows:
     • Name. Job type. This makes identifying the specific form element instance in the Form Elements gadget easier.
     • Label text. Job type. This is the label of the drop-down list the visitor sees in the form.
     • Select the Required check box.
     • Under Choices> Use manual input, add the following items:
       • Choice: Development; Value Development.
       • Choice: Engineering; Value Engineering.
       • Choice: Expert Services; Value Expert Services.
       • Choice: Support; Value Support.
   • Form step – This form element inserts a conditional page only displayed if the visitor selects the job type Support.
     • Label the form element Step 2.
     • Enter Add a summary of your skill set as a description.
     • On the Settings tab:

       

       • Display step in other content: click Browse and select Cover letter.
       • Only display if field: click Browse and select Job Type.

         

       • value...: select Equals.
       • the following value: enter Support.
   • Text area – Label the form element Cover Letter. Type Enter your skill summary here under Placeholder text to let visitors know what information they are expected to enter.
   • Form step –
     • Label the form element Step 3.
     • Enter Upload your CV as a description.
     • On the Settings tab > Display Step in other content. Click Browse and select Upload CV.
   • Hidden visitor profiling – Select Geo: Region code. This field is used for internal purposes only and is not displayed to the visitor. Optimizely will log where each visitor (who fills in the form) is located.
   • File upload – This form element inserts a file upload functionality where you control which types of files and file sizes the visitor is allowed to upload.

     Adjust the settings of the form element as follows:

     • Label text. Rename to Upload CV.
     • Max file size. 4 (MB).
     • Allowed extensions: pdf, docx, txt
     • Select the Required check box.
   • Submit button – Label the button Submit application.

   

5. Publish the form container.
6. Drag the Job Application multi-page form onto the pages Personal data, Cover letter, and Upload CV and publish the pages.

Example: Adding a Rich text confirmation step

The following example shows how to use the Rich text field to add a confirmation step to the multi-page job application form.

1. Open the Job Application multi-page form, and drag and drop a Form step and a Rich text element before Step 2.
2. Edit the form step accordingly:
   1. Rename to Confirm entries and add a description.
   2. On the Settings tab > Display Step in other content, click Browse and select Personal data.
   3. Publish the element.
3. Edit the rich text element in the following image and publish the element. Use the Insert placeholder drop-down list to add placeholders to the content.
   Forms 5.5.0 replaced placeholder syntax from hash (#) to double colons (::), but Forms 5.5.1 added support for either hash (#) or double colons (::). You should use double colons (::) because they do not clash with some behaviors in TinyMCE.

   

   

4. Publish your form again.
5. Go to your Personal data page to enter a name and email address, and select a job type.

   

6. Click Next. The confirmation step displays with the previously entered data.

   

Test your form

To test your form, go to Personal data on the website and enter data into the form on the page in View mode.

1. Enter a name, and email address, select a job type, and click Next.

   

2. If you choose Support, you see the following step on Cover letter. If you do not select Support, then you see the next step on Upload CV. Enter text for a cover letter and click Next Step.

   

3. Click Choose File and upload a file (pdf, docx, or txt only). Then click Submit application. When you submit the data, it is stored in Optimizely.

   

View form submissions

To view the results of your test, go to your Job Application multi-page form and select Form submissions from the context menu. The Form submissions view appears with data submitted from the form.