/
How to set up forms

How to set up forms

 

The next step in the process is to create and set up forms. In this section, you will set up two forms: one for identities and one for candidates. 

Screenshot 2025-03-27 at 09.44.17.png

  1. Click on “Forms” to be directed to the tab where you will setup the candidacy’s forms. You will now create the first form.

  1. To create a form, click on the “New blank form” button. Once you create a new form, you will need to name it, select which resource the form is for (candidate or identity), and add different customizable fields to it.

Screenshot 2025-03-27 at 09.45.50.png

We will start by creating a candidate form and then create an identity form.

 

Start from the “New Form” overview and follow the steps below.

  1. In the “Name” field, enter the text “Candidate.”

  2. Select “Candidates” to define that this form is for candidates.

  3. Click on the “+” symbol to see all of the form fields.

Screenshot 2025-03-27 at 09.46.53.png

We will now proceed to add different fields to the form.

Screenshot 2024-07-22 at 16.34.11.png

  1. Click Screenshot 2024-07-24 at 13.03.07.png to add an information field. This will create a customizable text box with content which can only be read by the end-user. In the textbox, write the following:

*Please note that, to add other form fields, you need to click on the “+” button to access the field bar between fields.

Screenshot 2025-03-27 at 09.49.46.png

  1. Click Screenshot 2024-07-23 at 14.09.36.png to add a divider between the information box and further fields which candidates fill out in the frontend.

  2. Click Screenshot 2024-07-23 at 14.08.01.png to add an image field. Under label, write “Profile picture.”

  3. Now, start adding text fields. Click Screenshot 2024-07-23 at 14.10.56.png to add the first text field.

    1. Under “Attribute name,” write “name.”

    2. Under “Purpose,” select “Title.”

    3. Make sure that the options Required, Editable, and Public are ticked on (blue).

    4. Under “Label,” write “Full name.”

    5. Toggle on “Help text” and write “Provide your full name” in the help textbox. This will inform candidates about what they should write in the field.

    6. Toggle on “Maximum length” and write “100” in the textbox. This function limits the permitted number of characters for a candidate’s name to 100.

Screenshot 2024-07-23 at 14.45.16.png

  1. Add another text field by clicking Screenshot 2024-07-23 at 14.10.56.png. This text field will be for “Professions.”

    1. Under “Attribute name,” write “job.”

    2. Under “Purpose,” select “Subtitle.”

    3. Make sure that the options Editable and Public are ticked on (blue).

    4. Under “Label,” write “Profession.”

    5. Toggle on “Help text” and write “Provide your current profession” in the help textbox.

    6. Toggle on “Maximum length” and write “100” in the textbox. This function limits the permitted number of characters for a candidate’s profession to 100.

Screenshot 2024-07-31 at 17.55.44.png

  1. Click Screenshot 2024-07-23 at 14.54.17.png to add a date field.

    1. Under “Attribute name,” write “birthdate.”

    2. Under “Purpose,” select “Generic.”

    3. Make sure that the options Required and Editable are ticked on.

    4. Under “Label,” write “Birthdate.”

    5. Toggle on “Help text” and write “Provide your birthdate in the format dd.mm.yyyy” in the help textbox.

Screenshot 2024-07-31 at 17.56.07.png

  1. Click Screenshot 2024-07-23 at 14.10.56.png to add another text field.

    1. Under “Attribute name,” write “voteforme.”

    2. Under “Purpose,” select “Generic.”

    3. Make sure that the options Editable and Public are ticked on (blue).

    4. Under “Label,” write “Why should you vote for me?”

    5. Toggle on “Help text” and write “Tell voters why they should choose you. Share your experience, values, and how these make you an ideal candidate. Make it personal and persuasive.” in the help textbox.

  2. Click Screenshot 2024-07-23 at 15.24.18.png to add a link field.

    1. Under “Attribute name,” write “links.”

    2. Under “Purpose,” select “Summary.”

    3. Make sure that the options Editable and Public are ticked on (blue).

    4. Under “Label,” write “Social media.”

    5. Toggle on “Help text” and write “Add up to 3 links to your social media accounts, including Facebook, X, LinkedIn, etc.” in the help textbox.

    6. Under “Maximum amount,” insert “3.”

Screenshot 2024-07-23 at 15.27.41.png

  1. Click Screenshot 2024-07-24 at 13.03.07.png to add an information field. This will create a customizable text box. In the textbox, write the following:

  1. Click Screenshot 2024-07-24 at 13.05.52.png to add a check box field.

    1. Under “Attribute name,” write “terms.”

    2. Under “Purpose,” select “Generic.”

    3. Make sure that the options Required and Editable are ticked on (blue).

    4. Under “Label,” write “I accept the terms defined above.”

Screenshot 2024-07-24 at 13.07.49.png

  1. Finally, click on the Screenshot 2024-07-24 at 13.09.21.png button. This will create the form and show a preview of it.

You have now created a candidate form.

Screenshot 2025-03-27 at 09.56.48.png

Video Guide on creating a candidate form

Create a Candidate form.mov

Next, you will need to create an identity form. The process is the same as the one to create a candidate form, but you may use different or fewer fields for an identity form.

 

To create this form, you will repeat most of the previous steps, albeit with a few differences.

Note that, when creating this form, you should use the same attribute names for the items you used in the candidate form (e.g. “name”) to be able to transfer data from the data file you use for importing identities later on in the process. If the two attributes' names are the same, the candidate form will fetch that data from the identity form automatically and pre-populate it.

  1. From the “Forms” tab, clickScreenshot 2024-08-05 at 14.47.54.pngand select “Empty form.”

Screenshot 2025-03-27 at 09.57.34.png

  1. In the “Name” field, enter the text “Identity.”

  2. Select “Identities” to define that this form is intended to store/gather information regarding the candidates.

  3. Click on the “+” symbol to see all of the form fields.

Screenshot 2025-03-27 at 09.59.16.png

Now, from the grey bar, start adding the different fields to the form.

Screenshot 2024-07-22 at 16.34.11.png

  1. Click Screenshot 2024-07-23 at 14.10.56.png to add the first text field.

    1. Under “Attribute name,” write “name.”

    2. The items “Purpose,” “Required,” “Editable,” and “Public” will be automatically set, so you may skip them.

    3. Under “Label,” write “Full name.”