Page History

• Add all review questions, logic, etc.
• Add placeholders for any text that you want to pipe in (personalize)
• Click Survey Flow
  • Click Add a New Element Here
  • Click Authenticator
    
    • Authentication Type: Contact
    • Under Authenticate Using Contact, select the Contact list that you created for the application form
    • Under Authentication Fields
      
      • Select External Data Reference
      • Type a label: Application ID
      • Check Pre-Fill and enter "appID" (this is case sensitive and must match the Embedded Data that you added in the Survey Flow of the application)
      • Click Options
      • Select or create custom message(s) for login screen e.g. To provide a review please enter an Application ID sent via email.
    • Using Move at the bottom of the question block, click and hold to drag the question block under the Authenticator block
    • Click Add a New Element Here
    • Click Embedded Data
      • Create new fields for each item from the application that you want to display on the review form
      • Type a field name (name should not contain spaces and should be short but clear)
      • For each, click Set a Value Now
        
        • Click the dropdown arrow
        • Select Insert Piped Text
        • Select Embedded Data Field (first, last, and email are under Panels Field)
        • Click dropdown arrow
        • Select the data to assign to this field (if you do not see the data try saving and reopening or just type it in)
          • this is case-sensitive, be sure everything matches the variables from the application
          • These are the field names that you used when creating the Contact List Trigger in the application
        • Click Insert
      • Click Add a New Field and repeat as needed

• • • • Using "Move" at the bottom of the block, click and hold to drag the block under the Authenticator block and above the question block
  • Click Save Flow
    
• Update the placeholders
  • Click on the question that you want to personalize

  • Click Rich Content Editor

  • Place your cursor where you want to insert a field from the applicant's survey

  • Click the {a} icon

  • Select Embedded Data
  • Click the dropdown
  • Select the field to insert
  • Click Insert
  • Repeat for each field that you want to insert
  • Inserting URLs for uploaded docs

    • Place your cursor where you want to insert a field from the applicant's survey

    • Click the {a} icon

    • Select Embedded Data
    • Click the dropdown
    • Select the field with the document URL that you created in the applicant survey
    • Click Insert
    • Highlight and copy this string
    • Click the link icon
      
      • Paste the string into the URL field
      • Select Protocol <other>
      • Replace the Display Text with clickable text to display i.e. View Scientific Proposal
      • Click the Target tab
      • Select New Window (_blank)
      • Click OK
• Remember to Publish your survey.

Notify Reviewers: You will need to email the reviewers offline, with the link to the review form and the Application ID for each application you'd like them to review. Example:

Dr. Polumbo,

Thank you for agreeing to review C/T Applications. Please review the following applications.

Antonia Abracadabra
Application ID#: 262430

Cynthia Crustacean
Application ID#: 390841

To complete these reviews, visit the following link and enter the Application ID # for each application from above.

https://hms.az1.qualtrics.com/jfe/form/SV_6VTsO7LITMTRpEV 

Thanks!