Now you can create generic application templates that can be used across multiple trips!
When creating a new trip, you may choose one of your generic application as the trip’s application to allow pre-approval of trip applicants who have already completed the application template successfully.
All applications now pull through the applicant's basic information from their existing profiles:
- Legal Name
- Phone Number
Accessing the Application Builder
Under the Trips tab, click on Applications.
In the Applications menu, you'll see both Applications and Applicants.
The Applications list will display all of the application templates you've created for your Missions portal.
The Applicants list will display all of your trip applicants by application template.
To create a new application template, select Applications and click the Create Application button.
Create an Application
Give your new application a name and description, and choose whether you want it to be actively available or remain inactive for the time being.
If you plan to require applicants to submit references along with their application, choose Yes here.
Once you've made your setup selections, click Add Application to continue.
Adding Application Questions
Now you're ready to create your application questions!
Click Create Question, and choose which format you want your first question to take. Just like regular application questions, you may choose from short answer, paragraph response, date, single-choice, or multiple-choice.
In this example, we selected Multiple Choice.
For any question type, you'll need to enter your question text, and then answer options where applicable.
Each answer choice can be made active, inactive, or may be deleted.
Once you've configured your question, click Add Question to continue.
Once you've added all of your desired questions to your application, click Back.
You'll now be able to see your new application template in the Applications list.
Click on the Applicants list view to see the trip applicants who have applied, grouped by application template.
Click on the application template name to see the individual applicant names.
Click on the individual applicant's name to view their application questions and answers, and to approve or decline their application right from the application view.
Applying an Application Template to a Trip
When creating a trip, you may now choose to use an existing application template, rather than creating a new application for each trip.
Just select the application template yo wish to use for the trip from the drop-down list, and complete the trip as usual.
Applicants who have already completed the template will be prompted to verify their answers when applying for a trip using that template before being allowed to submit.