Skip to main content

Edit a Custom Prequalification Question


To edit a custom question on the prequalification form.


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

Things to Consider

  • 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-edit.png 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.

Edit Question Types

  • 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 a dropdown question type the rubbish icon-delete-trash.png icon used to delete response options is replaced with a field active icon-field-active.png icon. When you click the field active icon-field-active.pngicon response options toggle from field active icon-field-active.png to field inactive icon-field-inactive.png. If you make a response option field inactive icon-field-inactive.png the field is disabled and will not show as a response option.

    Note: When editing a dropdown question type you can edit the Question field, add more response options and alphabetize response options. If a question does not allow multiple selections when it's created it cannot be changed when editing. 

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

  • Currency
  • Date
  • File Upload
  • Number
  • Phone Number
  • Yes/No

See Also