New Reference Check Form — End-User Help

Overview

The NewVerificationForm.aspx page lets you design a custom reference-check form (up to 25 questions) that you can save and optionally publish for use when requesting/verifying references.

The page has a left-hand builder for creating and ordering questions and a right-hand live preview that shows how the final form will look to referees.

Quick start (1–2 minutes)

1. Enter a unique Form Name (txtFormName) and an internal Description (txtFormDesc). The page will check the name for duplicates.
2. Click + Add Question (btnAddQuestion) and set the question Prompt, Type and whether it’s Required. For Dropdown/Checkbox questions add options.
3. Drag the question’s handle (↕) to reorder questions. The page saves the order to hfOrder and refreshes the preview automatically.
4. Optionally check Publish on Save (chkPublished).
5. Click Save (btnSave) to persist the form. Use Cancel (btnCancel) to abandon editing.

Layout & main areas

Builder (left pane, pane-left)

• Form meta: txtFormName, txtFormDesc, chkPublished
• Questions list: rptQuestions renders .q-card items. Each card contains:
• txtPrompt — question text (max 400 chars)
• ddlType — answer type: Plain text, Dropdown, Checkboxes, Rating (1–5)
• chkRequired — mark question required
• Options panel (pnlOptions) for Dropdown and Checkboxes:
• rptOptions with option text inputs
• + Add option (btnAddOpt)
• Delete (btnDeleteQ) opens a confirm modal to remove the question
• Add question: btnAddQuestion
• Save/Cancel: btnSave, btnCancel
• Hidden btnRefreshPreview used to refresh preview after drag/sort
• Hidden fields: hfOrder (CSV of question IDs), hfDeleteQId, hfEntityId

Preview (right pane, pane-right)

• Live preview rendered into litPreview inside updPreview UpdatePanel
• Refresh link: btnPreviewRefresh re-renders preview async

Question types (what they produce)

• Plain text: single-line text input; use for free-text answers
• Dropdown: single-choice list — requires adding options (max 5)
• Checkboxes: multi-choice list — requires options (max 5)
• Rating (1–5): visual star/rating control (preview displays 5 stars)

Limits, constraints & validation

• Maximum questions: 25 (UI shows guidance; server enforces limit)
• Prompt length: txtPrompt max 400 characters
• Options: max 5 options per Dropdown/Checkbox question; each option max 200 characters
• Required flag: mark critical questions as Required to enforce answer collection
• Form Name uniqueness:
• Page calls PageMethods.CheckFormNameUnique (AJAX) to verify txtFormName
• Helper shows messages in nameCheck and disables btnSave when a duplicate name exists
• If name check can’t run: “Could not verify right now.” may appear; server still validates on save
• Server-side validation runs on btnSave_Click; errors show in ErrorPanel (LabelErrorMessage)

Editing & ordering questions

• Reorder: drag the ↕ handle on a .q-card
• script writes ordered CSV to hfOrder
• triggers btnRefreshPreview postback to update preview
• Delete: clicking Delete opens confirmDeleteQuestionCard
• Confirm triggers btnConfirmDeleteQuestion server-side
• question id is stored in hfDeleteQId
• Options: use + Add option and Remove; UI enforces the option cap

Preview behavior

• Preview shows current form layout and answer controls as a referee would see them
• Reordering questions triggers an automatic preview refresh (async)
• You can manually refresh using btnPreviewRefresh
• Preview is server-rendered HTML in litPreview; minor differences may exist vs email clients/external browsers

Saving & publishing

• Save (btnSave) persists the form
• If Publish on Save (chkPublished) is checked, the form becomes available for selection when creating verification requests
• Successful saves often show a toast (saveToast); errors show in ErrorPanel

Accessibility & keyboard

• Controls are standard form controls and support Tab/Shift+Tab
• Drag ordering is not ideal for keyboard — mouse is recommended for reorder
• Toast uses aria-live="polite"
• Confirm dialogs can be closed with Escape or clicking outside the modal overlay

Best practices & guidance

• Keep prompts concise (one idea per question)
• Use Required sparingly — only for essential checks
• Use clear option labels for Dropdown/Checkbox
• For Rating, clarify meaning in prompt (e.g., “1 = Poor, 5 = Excellent”)
• Use Form Name/Description to help internal users choose the right form (e.g., “Engineering Manager — Technical Reference”)

Troubleshooting

Name uniqueness check always shows “Could not verify right now.”

Ensure ScriptManager in the master page has EnablePageMethods="true" and network connectivity exists. Server still enforces uniqueness on save.

Drag reorder doesn’t update preview

Check JavaScript enabled and browser console errors. Reorder triggers __doPostBack to btnRefreshPreview. If partial postback fails, use manual Refresh.

Options not appearing / cannot add more than 5

The option cap is deliberate. Remove unused options before adding new ones.

Save fails with server validation error

Read ErrorPanel (LabelErrorMessage) and correct the issue. If unclear, copy the message and contact support.

Delete question modal doesn’t open or confirm

Check for script errors; confirm hfDeleteQId receives the question id when opening the modal.

Examples

• Plain text (required): “How long did you supervise the candidate?”
• Dropdown: “Overall performance” → Excellent / Good / Satisfactory / Poor
• Rating: “Rate technical ability (1–5)”

Support & what to provide

Provide:

• steps taken (add, reorder, save, delete)
• Form Name
• ErrorPanel text or nameCheck message
• browser/version and whether JS/network requests are blocked
• screenshot of builder/preview if mismatch

Short FAQ

Q: How many questions can I add?

A: Up to 25.

Q: How many options per Dropdown/Checkbox question?

A: Up to 5.

Q: What if the Form Name check is unavailable?

A: The check is helpful, but the server still validates uniqueness on save.