Example: Creating 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: Creating a job application form, but this form is displayed on three separate pages instead of on a single page. The second step is conditionalized and is only displayed if the visitor Someone who visits a website using a web browser. In most cases, a visitor can use public functions and services but cannot create content and has limited access to community content. In an SEO context, visitor means the number of visits to a URL through channels (external referrers), direct arrivals, and internal links. (See also visitor groups.) 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.
- Create three new pages: Personal data, Cover letter, and Upload CV.
- From the assets pane, select Forms to list the existing form folders.
- From a folder's context menu, select New Form. In the All Properties view, change the form properties as follows:
Container setting Configuration Name Give the form a name such as Job application multi-page. Form title Enter Apply with us! as form title. Description Enter Submit your job application with us! as description. Show Navigation bar if the form has multiple steps Select this check box to include a navigation bar which shows the visitor how many steps there are in the form. - Drag form elements onto the new form container. Change the elements as follows (add your own Placeholder text) and publish each element:
Form element Configuration 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: Adding a Rich text confirmation step.
Text Label the form element Full name and select the Required check box. 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 check boxes. Add a placeholder, for example [email protected] under to give visitors an idea what to add in the text box. Selection Adjust the settings of the form element as follows: - Name. Job type. This makes it easier to identify the specific form element instance in the Form Elements gadget.
- Label text. Job type. This is the label of the drop-down list that 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 that is 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 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. Enter Enter your skill summary here under Placeholder text to let visitor know what kind of information they are expected to enter. Form step - Label the form element Step 3.
- Enter Upload your CV as 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 size 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. - Label the form element Step 1.
- Publish the form container.
- 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.
- Open the Job Application multi-page form, and drag and drop a Form step and a Rich text element before Step 2.
- Edit the form step accordingly:
- Rename to Confirm entries and add a description.
- On the Settings tab > Display Step in other content, click Browse and select Personal data.
- Publish the element.
- Edit the rich text element as shown in the following image and publish the element. Use the Insert placeholder drop-down list to add placeholders to the content.
- Publish your form again.
- Go to your Personal data page and enter a name and email address, and select a job type.
- Click Next. The confirmation step appears 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.
- Enter a name, email address, select a job type and click Next.
- If you choose Support, then 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.
- 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.