Screening Questions

Define screening questions to qualify, disqualify, or collect freeform responses from participants during application.

Screening questions are asked to participants during application. Most are multi-option questions that qualify or disqualify based on the chosen answer (design these so the qualifying answer is not obvious). You can also ask open-ended freeform questions (pick: "text") when you want a written response to review rather than an automatic qualify/reject.

Example

[
  {
    "key": "role_type",
    "text": "Which best describes your current role?",
    "pick": "one",
    "answers": [
      { "text": "Individual contributor", "qualify_logic": "may" },
      { "text": "People manager", "qualify_logic": "may" },
      { "text": "Executive / C-suite", "qualify_logic": "may" },
      { "text": "Not currently employed", "qualify_logic": "reject" }
    ]
  },
  {
    "key": "facility_size",
    "text": "What is the approximate total square footage of facilities you currently oversee?",
    "pick": "one",
    "answers": [
      { "text": "I don't manage any facilities", "qualify_logic": "reject" },
      { "text": "Under 10,000 sqft", "qualify_logic": "reject" },
      { "text": "10,000 - 50,000 sqft", "qualify_logic": "may" },
      { "text": "50,001 - 100,000 sqft", "qualify_logic": "may" },
      { "text": "100,001 - 500,000 sqft", "qualify_logic": "must_one_of" },
      { "text": "Over 500,000 sqft", "qualify_logic": "must_one_of" }
    ]
  },
  {
    "key": "team_size",
    "text": "How many direct reports do you have?",
    "pick": "one",
    "answers": [
      { "text": "1-5", "qualify_logic": "may" },
      { "text": "6-15", "qualify_logic": "may" },
      { "text": "16-50", "qualify_logic": "may" },
      { "text": "Over 50", "qualify_logic": "may" }
    ]
  }
]

The key field is a client-defined identifier for the question. It is required when the question is referenced by a quota.

Question Fields

Field	Type	Required	Description
`key`	string	no	Client-defined identifier. Required when referenced by quotas.
`text`	string	yes	The question text shown to participants.
`pick`	string	yes	Question type: `one`, `any`, `boolean`, or `text`.
`answers`	array	conditional	Two or more answer options. Required for choice questions (`one`, `any`, `boolean`); omit for `text`.
`answers[].text`	string	yes	The answer text shown to participants.
`answers[].qualify_logic`	string	yes	Qualification behavior: `may`, `must`, `must_one_of`, or `reject`.
`allow_paste`	boolean	no	Open-ended (`text`) only. Whether participants may paste into the field. Pasting is blocked by default.

Question Types

`pick`	Description
`one`	Single select -- participant picks exactly one
`any`	Multi select -- participant picks one or more
`boolean`	Yes / No
`text`	Open-ended -- participant types a freeform response (no options)

Open-Ended Questions

Set pick: "text" for a freeform response. Open-ended questions have no answers and no qualifying logic, so they do not auto-screen participants. Submissions are routed to manual review for you to read the response and approve or reject. Quotas cannot target open-ended questions.

[
  {
    "key": "biggest_challenge",
    "text": "What is the biggest challenge you face managing your facilities today?",
    "pick": "text"
  }
]

Qualify Logic

Value	Meaning
`may`	Does not affect qualification
`must`	Participant must select this answer (only valid with `pick: "one"`)
`must_one_of`	At least one answer in this group must be selected
`reject`	Selecting this disqualifies the participant

Note: must qualify_logic is only valid with pick: "one". For multi-select questions (pick: "any"), use must_one_of instead. The API returns a BAD_REQUEST error if must is used with pick: "any".