Leadline DocsApplication Form
Overview
An Application Form is a structured form associated with every Position in Leadline. It is made up of one or more sections, each containing Application Form Questions. Application Forms are used to determine whether a candidate is qualified or unqualified for the position. Application Forms are designed to be concise — ideally completable in 3 to 5 minutes — and collect only the information needed to assess a candidate's fit for the role.
Every Position must have an Application Form with a minimum of one section containing at least one question.
→ See 104 - Application-Form-Questions for information on what Application Form Questions are.
What are Application Forms?
An Application Form is a series of sections, each containing one or more Application Form Questions. Together, these questions collect candidate information that is evaluated to determine whether a candidate is qualified or unqualified for the position.
→ See 104 - Application-Form-Questions for information about Application Form Questions.
→ See 601 - Create-Application-Form-Questions for instructions on how to create application form questions.
Why Do I Need Application Forms?
Application Forms are the mechanism through which candidates provide information when applying to a position. Without an Application Form, Leadline cannot collect, evaluate, or score candidate submissions.
Every Position must have an Application Form assigned before it can go live. The only exception is when a Landing Page that bypasses the Application Form is assigned to the position instead.
→ See 111 - Positions for more information on Position requirements.
→ See 109 - Pages for more information on Landing Page assignment options.
Who Creates Application Forms?
Application Forms are created by anyone responsible for sourcing applicants or leads for a position. Access to create and edit Application Forms is permission-controlled and configured by your organization's administrator.
If you can access the Application Form tab but cannot make changes, contact your Leadline administrator to request edit access.
→ See 124 - User-Roles for more information on permissions.
Where are Application Forms Created?
Application Forms are configured in the Application Form tab within the Position details page.
→ See 101 - Platform-Links for the direct link to the Positions page.
When Do I Need to Create an Application Form?
Every Position in Leadline has an Application Form. By default, Application Forms are automatically created at the same time a Position is created. An Application Form must have at least one section containing at least one Application Form Question before the position can be published.
→ See 104 - Application-Form-Questions for more information on Application Form Questions.
Are Application Forms Required?
Yes. Every Position must have an Application Form associated with it. The only exception is when a Landing Page that bypasses the Application Form is assigned to the position instead.
→ See 109 - Pages for more information on this option.
How Do I Create an Application Form?
There are several ways to build an Application Form.
→ See 101 - Platform-Links for direct link to the Application Form.
→ See 601 - Create-Application-Form-Questions for instructions on the different methods you can use to create Application Form Questions within an Application Form.
Is There Version Control for Application Forms?
Yes. Every time changes to an Application Form are published, a new version is created and stored. Versions allow Leadline to maintain data accuracy in reporting — ensuring that submissions are always tied to the specific version of the Application Form that was active when they were collected.
The following version states exist:
- Current — the version of the Application Form that is currently published and active
- Draft — unpublished changes that have been saved but not yet promoted to a version
- Previous Versions — past published versions of the Application Form, accessible at any time
A new version is only created when changes are published. Saved drafts do not create a new version until they are explicitly published.
→ See 122 - Position-Reports for more information on how Application Form versions affect Position Report exports.
Can I Export Application Form Question Responses?
Yes. Application Form response data can be exported in two ways:
Individual Submission Export — export a specific candidate's responses to an Application Form, including all information they provided when applying to a position.
→ See 602 - Export-Candidate-Application-Form for instructions on how to export individual candidate responses.
Position-Level Export — export Application Form responses across all submissions for an entire position for a more holistic and generalized view of the data.
→ See 409 - Export-Position-Report for instructions on how to export Application Form responses for an entire position.
What Can Application Forms NOT Do?
Application Forms provide the structure for collecting candidate information but do not calculate Lead Scores on their own. Lead Scores are determined at the Submission level based on how a candidate's responses align with the weighted values assigned to each Application Form Question.
→ See 112 - Submissions for more information on how Lead Scores are calculated. → See 104 - Application-Form-Questions for more information on Application Form Questions and weighted values. → See 601 - Create-Application-Form-Questions for instructions on how to create Application Form Questions.
What Happens After a Candidate Submits an Application Form?
When a candidate completes and submits an Application Form, the following happens in order:
- A Submission is created and a Lead Score is generated. The Submission evaluates the candidate's responses against the weighted values assigned to each Application Form Question to produce a Lead Score. Note that some Submissions can be created without a Lead Score — these are called Incomplete Submissions.
→ See 112 - Submissions for more information on how Submissions and Lead Scores work.
→ See 117 - Incomplete-Submissions for more information on Incomplete Submissions.
- Workflow automations are triggered. If the Workflow stage the Submission is created in has an associated automation, that automation will fire automatically upon Submission creation.
→ See 113 - Workflows for more information on Workflow stages and automations.
- Notification preferences are evaluated. Depending on the user's notification preferences, an email notification may be sent to alert them that a new Submission is available for review.
→ See 118 - User-Email-Notifications for more information on notification preferences.
Related Topics
111 - Positions — Understand how Application Forms connect to Positions 124 - User-Roles — information about user permissions and access controls 104 - Application-Form-Questions — Learn about Application Form Questions and weighted values 109 - Pages — Learn how landing page assignments can affect Application Form requirements 112 - Submissions — Understand how Submissions and Lead Scores are calculated 113 - Workflows — Understand how Workflow stages and automations are triggered by Submissions 117 - Incomplete-Submissions — Learn about Submissions created without a Lead Score 118 - User-Email-Notifications — Configure notification preferences for new Submissions 122 - Position-Reports — Learn how Application Form Versions affect exporting Position Reports 409 - Export-Position-Report — Export Application Form responses at the position level 601 - Create-Application-Form-Questions — Instructions for creating Application Form Questions 602 - Export-Candidate-Application-Form — Instructions for exporting individual candidate responses 101 - Platform-Links — Direct links to the Positions page and Application Form tab