Edit a Custom Prequalification Question

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

• 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.

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.

• 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 dropdown questions, use the status icon to toggle response options between active and inactive; inactive options are disabled and hidden from the list. While you can still edit the question text, add options, or alphabetize the list, you cannot change a single-select question to a multi-select question after it is created.

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

• Currency

• Date

• File Upload

• Number

• Phone Number

• Yes/No