If you have begun your onboarding process, you are familiar with the types of information you can collect using screening forms.
Public House recommends using certain types of fields. Detailed questions, help text and warnings educate households about the basic requirements of each housing program. Revise these elements when you notice any confusion among Applicants or mistakes in the text.
Some types of questions can be added to a screening form. However, Public House supports the use of simplified forms that gather very basic information.
Standard Questions
Primary Applicant
- Required: First Name, Last Name, Email, Phone
- Street, City, Postal Code, Race, Ethnicity
Household Details
- Adults, Children, Couples
- Annual Household Income
- Household Assets, Monthly Debt
Help Text
HTML Support: <a>, <li>
Customizable Parts of Screening Forms
Supported Question Types
- Yes/No
- Number (without custom validation)
- Single select Picklist
- Multiselect Picklist
- Other/Please describe
- Currency
- Text
Conditional Questions
- Triggering questions cannot be multiselect-picklists or text area fields
- Supports +, !=, >, >=, <= comparisons of any question on the form to fixed value or Campaign member Field (like Income & Assets)
- Conditions are evaluated when the triggering question is update
Section Headers
Section headers and descriptions can be added within the custom question section or at the top of the screening form. HTML support for links and images.
Warnings:
- Supports +, !=, >, >=, <= comparisons of any question on the form to fixed value, string or Campaign Field
- Cannot be configured for multiselect picklist or text area
- Warnings are evaluated on triggering question update
- Warnings do not have to be eligibility criteria. They can just be warnings to educate about the program.
- Currency formatting supported $###,###
- HTML support