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Wisenet

      How to Add and Manage Application Forms

      An Application Form allows applicants to apply online and have applications processed directly into Wisenet.

      Required Knowledge: Sales+

      Required LRM Access: Owner

      1

      Add Application Form

      IMPORTANT NOTE!

      Once an Application Form is created, it cannot be deleted as there may be linked data. The best practice is to turn templates which are no longer in use to “Inactive”.

      1. Navigate to LRM > Settings > Form Management (under Configuration)
      2. Under the My Forms Tab, click Add Form
      3. Select Application Form
      4. Enter a Form Name
      5. Select whether you want to Allow Save & Resume
        • If On, Complete the Opportunity Defaults
          1. Stage when Save Progress
          2. Stage when Final Submission
          3. Pipeline
        • If Off, Complete the Opportunity Defaults
          1. Stage when Final Submission
          2. Pipeline
      6. The status for Application Received Email will show whether it is Enabled or Disabled.
        • If Enabled, an Email will be sent to the Learner who submits an Application
        • To Enable/Disable/Update: Navigate to Settings > Email Templates > Application Received Email Template and manage accordingly
      7. Form Design – Choose whether you want to start building your Form using a:
        • Blank Form (Default)
        • Generic Template > Select Template
      8. Click Next

      2

      Manage Application Form

      Review and edit the Pages, Headers and Fields that will appear on your new Application Form.

      Check out the Fields Glossary to get an idea of the fields you can use to build your Application Form.

      Add

      Use the + icon to the left of an element to add any of the elements below:

      • Field – You can add the following field types:
        • Standard Wisenet Fields – Fields available in Wisenet against the Learner and Course Enrolment
        • Custom Fields – Fields added by the customer to collect unique data that will store information against the Learner or Course Enrolment
        • Custom Question Fields – Additional Questions asked in the Form that will store information against the submission
      • Field Group – Use Field Group to select a set of fields that are combined in a group. For example, Address Group. Using a Field Group makes form building quicker as you do not have to add each field individually.
      • Header – Is used to better section Fields or elements on the Form
      • Text – Can be used to add a block of text to provide more details, i.e. ‘Before you begin….’ OR ‘More Info…’ at the top of each page
      • File Upload – A File Upload box on the Form will allow applicants to Upload or Drop a file to their application form. A maximum upload size of 6MB applies.
      • New Page – An Application Form can have multiple pages to better categorise the Form. i.e. Page 1 can be for Personal Details, Page 2 can be for Demographics, etc.
      • Confirmation – A Confirmation Box can be added to any other elements on a Form. Read more about Confirmation Box below.
      • Signature – Allows the applicant to add a digital signature to the Form.
      • Terms – Add any terms and conditions that the applicant need to be aware of and abide to if they wish to proceed.

      Drag & Drop / Edit / Delete

      You can drag and drop headers and fields, or whole pages.

      Hover on the elements to see icons for drag & drop, edit, and delete.

      Conditional Logic

      Add conditions to a field when building Forms. Conditional Logic works on any field except for signatures, file uploads and confirmations.

      LEARN MORE: How to Add Conditional Logic to a Form Field

      Date Validation

      Add validations to date fields.

      LEARN MORE: Form Management – Date Validation

      Address Group

      Each country using Sales+ has address fields tailored to its specific requirements. Use the Address Group feature in Form Management to apply the correct address fields to your Application Forms. You can also designate a Primary Address Group, enabling applicants to easily copy address fields on the form.

      LEARN MORE: How to Add Address Group to an Application Form

      Confirmation

      The Confirmation element is a Confirmation Box (Tick Box) paired with a text field where you specify what the applicant must confirm.

      Use it for fields where applicants need to confirm their understanding or agreement. For example, before adding a signature, include a confirmation box for applicants to agree that all information provided in the application form is true and accurate.

      Form Builder supports HTML

      Use HTML in the Additional Info section for Field, File Upload, and Signature elements to add extra prompt text, provide links to external sites, or allow file downloads.

      3

      Make Application Form active/inactive

      IMPORTANT NOTE!

      Once an Application Form is created, it cannot be deleted as there may be linked data. Turn templates which are no longer in use to “Inactive”.

      1. Navigate to LRM > Settings > Form Management (under Configuration)
      2. Under the My Forms Tab, click the toggle under the ACTIVE column to make your form active/inactive.

      4

      Copy Option

      Save time by using the Copy Form icon and edit the duplicate as needed.

      Next Step

      How to Publish Courses on Sales+