Edit a Custom Prequalification Question

Objective

To edit a custom question on the prequalification form.

Background

Once a custom question has been created and added to the Prequalificatioin form you can go back and edit the question. 

Things to Consider

• Required User Permissions:
  • 'Admin' on the company's Prequalifications tool.
• Additional Information:
  • There is only one Prequalification form for your company.
  • Any edits will create a new version of the single Prequalification form and will update any existing forms sent to users.
  • You will not be able to Publish from the Edit page.
  • If you remove a question you will not be able to add that exact question back later. The question must be reworded to be added at a later date. 

Steps

1. Navigate to the company's Prequalifications tool.
2. Click the Form tab.
   
3. Click the Edit  icon.
4. Navigate to a category (e.g. General Information, Safety, Insurance and  Bonding, Financials) and click the caret to expand the 'Additional Information' subsection.
   Note: Each category on the form has an 'Additional Information' subsection with the option to add custom questions using the Add Question button. Scroll to the end of the section/subsection you want to add a custom question to.
5. Under 'Additional Information', click the vertical ellipses then click Edit.
   
6. Edit the question to your preference.
   
   Note: When editing a Yes or No question type you can only update the text in the question field. 
7. Click Update.

Edit Question Types

• Text: When editing a text type question the format of the response is disabled. You can only edit the question field. Changing the answer format from short answer to paragraph box is not allowed.
  
• Dropdown: When editing a dropdown question type the trash  icon used to delete response options is replaced with a field active  icon. When you click the field active icon response options toggle from field active  to field inactive . If you make a response option field inactive  the field is disabled and will not show as a response option.
  
  Note: When editing a dropdown question type you can edit the Question field, add more response options, and alphabetize response options. If a question does not allow multiple selections when it's created it cannot be changed when editing. 
  

The following question types can only be changed when editing the question field text:

• Currency
• Date
• File Upload
• Number
• Phone Number
• Yes/No

See Also

• Invite a Company to Prequalify
• Bulk Invite Companies to Prequalify
• Assign a Prequalification Primary Contact