Customize and Copy an Application Form

Customize an Application Form

Application forms allow you to collect the information you need from candidates before they enter your hiring process. You can customize the application form for each opening by adding your own questions, choosing how candidates respond, and deciding which questions are required.

Before You Begin

Application forms are configured individually for each opening. Changes made to one opening do not automatically apply to others unless you copy the form from another opening.

Open the Application Form

Go to Openings.
Select the opening you want to edit.
Open the Job Settings tab.
Select Application Form.

The Application Form page displays all questions currently shown to candidates.

I ask many of the same questions with each opening. Do I have to recreate these each time?

You can copy application questions to an existing opening when you are creating an opening, using the "copy details from" dropdown.

Edit Existing Questions

From the Application Form page, you can:

Edit a question by selecting the pencil icon.
Delete custom questions that are no longer needed.
Rearrange questions by dragging and dropping them into a new order.
Review which questions are required (marked with an asterisk).

Add a New Question

Select Add a Question.
Choose one of the following:
- A predefined question (such as Address or Cover Letter).
- A custom question.
Enter the question text.
Select the desired answer type.
Save the question.

Supported Answer Types

Application questions can collect responses in several formats, including:

Single line text
Paragraph text
Single-select list
Multi-select list
Website or URL
Email address
Date
File upload

Question Options

Each question can be configured independently.

Available options include:

Private Field – Limits visibility of responses to Super Admins and Job Admin users (or other configured permission levels, if supported by your account).
Required – Candidates must answer the question before submitting their application.
Temporarily Hide – Removes the question from the application without deleting it.

Set a Character Limit

Paragraph Text questions can include a character limit.

When enabled:

Candidates see the remaining character count while typing.
They cannot exceed the maximum number of characters you specify.

Required System Fields

The following fields cannot be deleted:

First Name
Last Name
Email
Phone
Resume

If you do not want one of these fields to appear on the application, edit the field and select Temporarily hide this field in the application form instead of deleting it.

Preview the Candidate Experience

To preview the application:

Open the Candidate Sources tab.
Locate the Application Link.
Open the link to view the application as a candidate would see it.

Note: If you test the application while logged into your Trakstar Hire account, the application may not submit successfully. For testing, log out first or use a different browser.

Copy an Application Form from Another Opening

If you've already built an application form for another opening, you can reuse it instead of recreating each question.

To copy an application form:

Open the desired opening.
Navigate to Job Settings > Application Form.
Select Copy from Another Opening.
Search for and select the opening you want to copy from.
Review the preview of the application form.
Select Use this form.

Important: Copying an application form replaces the current application form for the opening.