Overview

The Application forms tab allows to create application forms with questions to request an extra information from Clients.

Opening the item

Follow the steps below to browse and edit Application forms details:

  1. Navigate to the Admin Panel;

  2. Click Banking on the left sidebar;

  3. Go to the Application forms menu item;

  4. Click Show or Edit in the line of a form.

How to create an Application form

To create a new application form

  1. Navigate to the Admin Panel.

  2. Click Banking on the left sidebar.

  3. Navigate to the Application forms menu item.

  4. Click Add new in the top-right corner of the tab.

  5. Enter a form name and description in the first two fields.

  6. Paste a link preliminarily generated for the form.

  7. Click Add question to start completing the first question.

  8. Fill in the question Title and Description forms.

  9. The Text question type does not require additional details.

  10. The Select question type requires answer options to be preset.

10.1. Click Add.

10.2. Enter an answer option in the Option field.

10.3. Create as many options as needed.

11. Click Add question in order to provide additional questions to the form if needed.

12. Click Create to apply the changes.

The Url must lead to a landing page created with Crassula API. Then the data will be successfully transferred from/to the Crassula Admin Panel.

Component parameters

Application forms

The Application forms tab demonstrates the list of the Application forms created on the platform.

Application forms

Parameter

Description

Title

The column demonstrates the names assigned to the Application forms.

Created at

The column provides the exact date and time of creation.

Actions

  • Click Show to open the questions of the form without the ability to edit them.

  • Click Edit to open the questions of the form with the right to apply changes.

  • Click Delete to discard an Application form.

Add new

Create an application form manually. See the previous sections for details

Configuring the component

Once an Application form is created, it is possible to edit its details at any moment.

Application form details

Parameter

Description

Title

Defines the name of the application form.

Description

Includes an additional message that would be seen by a Client when receiving the form.

Url

The Application form link is to be sent to the Client’s email. Generated outside of the Crassula platform.

Question

The field includes the Application form questions. The number of questions included is not limited.

Question title

A question is to be entered in the field (language is not restricted).

Question description

Additional comment to the question that would be seen by a Client.

Question type

Defines whether the question is presented in a form of text or alternative selection:

  • The Text question type does not require additional details - a client will be provided with a field to enter their answer.

  • The Select question type requires answer options to be preset.

Add question

Click to create a question for the form.

What is next?

Navigate to Client application forms for information on response management.