How to edit a form? (Job/Internal/Candidate Forms)

Table of Contents

• From the Settings
• From the Hiring Plan
• From the Job Forms tab in Settings, you can:
• From the Internal Forms tab in Settings, you can:
• From the Candidate Forms tab in Settings, you can:

You can edit a created form anytime from Sense TRM. By 'form', it means any of the three forms- Job, Internal, or Candidate.

The editing process ultimately happens from the Settings page. If you are trying to edit a form mapped to a hiring plan- you will be redirected to the respective form in the setting to edit it.

➥ Note: You can edit all three forms from Settings. However, you can edit only the mapped Candidate Form and Internal Form from a hiring plan.

This article will help you understand:

1. How to edit a form?

2. What are the parameters that can be edited on a form?

3. What are the different ways to edit forms?

☆ From the Settings

For editing any of the forms:

1. Navigate to the Settings > Job Setup > Forms.

2. Go to the required form tab: Job Form, Internal Form, or Candidate Form.

☆ From the Hiring Plan

For editing any of the forms (Candidate Form or Internal Form):

1. Navigate to a Job’s About page and then to the Hiring Plan.

2. Click on Configure against the form that you need to edit.

3. From the following screen, click on View Selected Form. You will be redirected to the respective form in the Settings.

Below are the parameters you can edit from the Job, Internal, and Candidate Forms.

☆ From the Job Forms tab in Settings, you can:

1. Add fields to the existing job: You can click on New Field and add a new form to your existing job form.
   Note: You can choose the job field only from already defined custom job fields. Learn more about Job Fields here.
   

2. Edit/Delete an existing field: You can click on the Edit/Delete icon against a field name to edit its details.

3. Drag and Drop fields to rearrange the order of fields on the form.

☆ From the Internal Forms tab in Settings, you can:

1. Edit a form name: Click on the Edit icon to edit the form name.
2. Delete a form: Click on the Delete icon to delete the form. 
   Note: You cannot delete a form mapped to an existing round in a Hiring Plan.
3. Edit Form Section- Click on the form name and from the following screen, you can:
   1. Click on the Edit icon against the section name to edit the existing section name.
   2. Drag and Drop to rearrange the sections along with the related questions.
   3. Click on + Create New Section to add a new section.
   4. Click on the Delete icon against the section name to delete a whole section.
 
4. Edit Questions from Sections- Click on the form name and from the following screen, you can:
   1. Click on the Edit icon against the questionto edit existing question details (Custom Job Field details).
   2. Drag and Drop to rearrange the questions within the section.
   3. Click on New Question to add a new question to a section.
   4. Click on the Delete icon against the question to delete an existing question from the section.

☆ From the Candidate Forms tab in Settings, you can:

1. Edit a form name: Click on the Edit icon to edit the form name.
2. Delete a form: Click on the Delete icon to delete the form. 
   Note: You cannot delete a form mapped to an existing round in a Hiring Plan.
3. Edit Form Section: Click on the form name and from the following screen, you can:
   1. Click on the Edit icon against the section name to edit the existing section name.
   2. Drag and Drop to rearrange the sections along with the related questions.
   3. Click on + Create New Section to add a new section.
   4. Click on the Delete icon against the section name to delete a whole section.
 
4. Edit Questions from Sections: Click on the form name and from the following screen, you can:
   1. Click on the Edit icon against the question to edit existing question details (Custom Job Field details).
   2. Drag and Drop to rearrange the questions within the section.
   3. Click on New Question to add a new question to a section.
   4. Click on the Delete icon against the question to delete an existing question from the section.