Including submission guidelines in your forms is a crucial step to ensure users understand the requirements and expectations for their submissions. These guidelines clarify the process, reduce errors, and enhance the quality of submissions. Follow the steps below to add submission guidelines to a submission type:
How to Add Submission Guidelines to a Submission Form
Go to Projects and select the project you want to edit.
Click on the Form Builder
In the form designer, click on the Add Item option and from the list of field types, select Text or Accordion (if you want a collapsible section).
Configure the Accordion field:
Title: Name the field "Submission Guidelines".
Content: Add all relevant details about your submission guidelines, including:
Eligibility criteria.
Formatting requirements.
Submission deadlines.
Any additional instructions specific to the project.
Add a Confirmation Checkbox
After completing all the other desired fields in your form, click on Add Items again and select the Checkbox option.
Configure the Checkbox field:
Label: Add a directive such as "I have read and accept the submission guidelines."
Requirement: Mark this field as mandatory so users cannot submit without accepting the guidelines.
Save and Test
After adding the Accordion and Checkbox fields, review the form layout to ensure the guidelines are clear and accessible.
Click Publish changes and then view the form to confirm that users must acknowledge the submission guidelines before submitting.
Why Submission Guidelines Are Important
Clarity: Helps users understand the requirements and reduces confusion.
Quality Control: Ensures submissions meet your standards and criteria.
Efficiency: Minimises back-and-forth communication about incomplete or incorrect submissions.
Legal Compliance: Provides a record that users agreed to the terms and conditions of the submission.
Final Tips
Keep the submission guidelines clear and concise to avoid overwhelming users.
Use bullet points or numbered lists to organise the content.
Regularly review and update the guidelines to reflect any changes in requirements.