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Configuring Forms with Custom Attribute

Last updated on Oct 21, 2024
  • Click on "Forms".

  • Click "Advanced Options (Custom Attributes)".

  • "Custom attributes" allow you to select which questions specific users can view. First, create the necessary custom attributes in the text box below.

  • Click "Edit Form".

  • Select the custom attribute as shown, then begin creating the questions.

  • For example, the custom attribute "form1" has these questions.

  • Custom attribute "form2" has these questions.

  • After the forms are complete, click "Save & Continue."

  • In the next step, when configuring Reviewees, you can use "Import CSV" to upload the Reviewee data in bulk.

  • Click "Download" to have the CSV template.

  • Fill the required columns and assign custom attributes to the reviewees.

  • Once the CSV is ready, come back to this step and upload the CSV.

  • Once the reviewee import is complete, this message will be displayed.

  • You can also add reviewees individually from the reviewees page.

  • Now click on this icon to assign a custom attribute to this reviewee.

  • Click "Edit".

  • Here, you can select the attribute.

  • After assigning custom attributes to the specific reviewees, click "Save."