Mentorship docs
Application form
An application form is the set of questions an applicant answers when they apply to one of your mentorship programs. Every program has two separate forms, one for mentees and one for mentors, so you can collect different information from each role. You build both from a program's Application form section (its panel is titled Intake forms). Questions come from your question bank, so a field reused across forms writes every applicant's answer to the same place.
Mentee and mentor forms
Two buttons at the top of the builder, Mentee form and Mentor form, switch which role you're editing. The mentee form is selected first. Each form keeps its own sections, its own list of attached questions, and its own per-question settings, so a question can be required on one form and optional on the other.
Adding questions
There are two ways to put a question on a form, and both pull from your question bank:
- Add from bank: opens a dialog titled Add from question bank that lists every bank question not already on this form, each showing its label, key, and type. Click the plus button on a row to attach it. The button is disabled when there's no bank question left to add, which covers both an empty bank and a form that already uses every bank question; in the latter case the dialog reads "Every bank question is already on this form."
- New question: creates a brand-new bank field and attaches it to this form in one step. Use this when the field you need doesn't exist in the bank yet.
Question settings
Click New question, or the pencil icon on an existing row, to open the question dialog. It has these fields:
- Label: the question text the applicant reads. Required; the dialog can't be saved with an empty label.
- Key: the stable field id, shown only when creating a new question. The field forces lowercase and converts anything other than a letter, number, or underscore to
_. Reuse the same key across forms to write to the same field. The key can't be changed after creation. - Type: one of Short text, Paragraph, Email, Phone, URL, Date, Single select, Multi select, Yes / No, Rating (1-5), or Scale (options).
- Options (one per line): appears for the Single select, Multi select, and Scale (options) types. Enter one choice per line. An Allow "Other" write-in toggle lets the applicant add a free-text answer.
- Required on this form: a toggle set per form, not on the bank field. A required question is labeled required on its row.
- Sensitive (PII): a toggle that flags the field as personally identifiable; flagged rows show a
PIIbadge. - Map to contact field (optional): the key of a contact field (for example
phoneorcustom:linkedin) to associate the answer with. Leave it blank to store the answer on the application only. When set, the row shows the target key after an arrow.
Grouping questions into sections
Use the New section field to name a group (for example Background) and click Add section. Each section gets its own block with its own New question control. Questions not assigned to a section collect in a block labeled Ungrouped questions.
Removing a section with the ✕ in its header keeps its questions on the form: they move into the ungrouped block rather than being deleted.
Showing a question conditionally
The Only show when… control in the question dialog hides a question until another answer on the same form matches. The dropdown lists the other questions already on this form (the default is Always show). Pick a controlling question, then enter the value it must equal (the answer value, or true / false for a Yes / No question). A conditional question is marked conditional on its row. The condition references one other question; there's no nesting or multi-condition logic.
What editing an existing form doesn't change
Editing a form's questions doesn't change applications already submitted. Those keep the answers captured at submit, and only new submissions use the updated form. If a question is deleted from the bank, it's hidden everywhere it was used: it drops off the bank list and no longer appears on any form that referenced it. See Question bank for managing the bank itself.
Updated