Who it is for
- Research teams screening participants
- Product teams recruiting interview candidates
- Programs checking eligibility before scheduling
Form template
Research screening form template
Screen participants with consent prompts, eligibility criteria, demographic fields, scheduling preferences, and review notes.
Fields included
- Participant contact details and consent confirmation
- Eligibility answers, demographics, and screening criteria
- Availability windows and preferred contact method
- Reviewer decision, exclusion reason, and scheduling notes
Conditional logic examples
- If consent is not confirmed, hide scheduling fields.
- If exclusion criteria match, show alternate follow-up text and reviewer notes.
- If preferred contact is Phone, require phone number and time zone.
Validation and review workflow
- Require consent before collecting scheduling details.
- Validate contact method fields based on the selected follow-up path.
- Require reviewer status before moving a participant to scheduling.
Problem
The workflow problem
A useful template has to capture the right details, guide respondents away from irrelevant fields, and leave reviewers with enough context to make the next decision.
How the KinoForms template is structured
The template outline combines field groups, conditional logic examples, validation checks, review handoff notes, and related pages so teams can adapt it without starting from a blank form.
- Participant contact details and consent confirmation
- Eligibility answers, demographics, and screening criteria
- Availability windows and preferred contact method
- Reviewer decision, exclusion reason, and scheduling notes
Use cases
Where this page fits
These examples keep the page focused on narrow form-workflow intent instead of broad form-builder copy.
Research teams screening participants
Product teams recruiting interview candidates
Programs checking eligibility before scheduling
Workflow steps
How the workflow moves
Use KinoForms to adapt the fields, logic, validation, access, and review steps for the workspace that owns this process.
1
Collect the common fields first
Start with identity, contact, request, or eligibility fields that every respondent should complete.
2
Branch into conditional sections
Show extra fields only when an answer makes them relevant, such as approvals, availability, or budget detail.
3
Validate before review
Use required fields, option constraints, dates, and review-ready labels before the response reaches the team.
Concrete examples
What this looks like in a form
Consent-first screening
The form only shows availability fields after the participant confirms consent.
Eligibility review
Screening answers and reviewer notes stay in one record for scheduling decisions.
Contact-method branch
Phone follow-up can require a phone number and time zone, while video-call follow-up can collect availability windows.
Related pages
Follow the connected form workflow
conditional logic form builder
Build inclusion, exclusion, consent, and scheduling branches.
controlled form submissions
Review participant responses in a controlled workflow.
multi-workspace form builder
Separate research projects and participant queues by workspace.
form submission validation
Validate consent, contact, and eligibility fields before scheduling.
FAQ
Common questions
What should a research screening form include?
Include consent, contact information, eligibility questions, demographics, availability, and reviewer decision fields.
Can exclusion criteria hide later fields?
Yes. Conditional logic can hide scheduling fields or show alternate review notes when exclusion criteria match.
Next step
Build this template as a controlled workflow
Use KinoForms to adapt the fields, logic, validation, access, and review steps for the workspace that owns this process.