Program area
The hidden question
How do I activate the hidden question ? On your platform, you have the option to hide any type of question in your forms. This option is used when the administrator or program manager does not want the question to appear in the candidate area, but ...
Automation : Trigger Evaluation completed
How to create an automation with the trigger : Evaluation completed ? The platform allows you to configure an automation that is automatically triggered when an evaluator has evaluated a submission. To do this, you must use the “Evaluation completed” ...
Automation : Commented Submission Trigger
How to create an automation with the trigger : Commented Submission ? The platform allows you to configure an automation that is automatically triggered when a comment is added to a repository. To do this, you must use the “Commented repository” ...
Group of questions
How to use a question group ? On your platform, you can add a question group to your forms. This type of block allows you to group together several related questions in order to structure the form in a clearer and more coherent way. This is ...
The recursive question
How to use recursive questions ? On your platform, you can add recursive questions to your forms. This type of question allows candidates to answer the same set of questions multiple times by clicking on a button that automatically adds a new ...
Automation : Trigger Tag removed from submission
How to create an automation with the trigger: Tag removed from submission ? The platform allows you to configure an automation that is triggered automatically when a tag is removed from a repository. To do this, you must use the “Tag removed from ...
Automation: Tagged Submission Trigger
How to create an automation with the trigger: Tagged Submission ? The platform allows you to configure an automation that is triggered automatically when a deposit is tagged. To do this, you must use the “ submission Tagged ” trigger. Follow the ...
Enable and manage MFA as a collaborator
How to enable and manage MFA as a collaborator ? Multi-factor authentication (MFA) adds an extra layer of security to your account as a collaborator. It allows you to verify your identity using a second factor (such as a mobile authentication app or ...
Automation : Scheduled Date Trigger
How to create an automation with the trigger : Scheduled date ? The platform allows you to configure an automation triggered on a specific date. To do this, you must use the “Scheduled date” trigger. This rule will run automatically on the set date. ...
Automation : Payment Received Trigger
How to create an automation with the trigger : Payment Received ? The platform allows you to set up an automation that is triggered automatically when a candidate has successfully made a payment. For this trigger to work, you must first activate and ...
Automation : Message received trigger
How to create an automation with the trigger : Message received ? The platform allows you to configure an automation that is triggered automatically when the administrator receives a new message from a candidate. To do this, you must use the “Message ...
Automation : Trigger Request for deposit deletion
How to create an automation with the trigger : Request to delete deposit ? The platform allows you to configure an automation that is automatically triggered when a candidate requests to delete their deposit. For this trigger to work, you must first ...
Automation : Trigger Submission completed
How to create an automation with the trigger : Submission completed ? The platform allows you to configure an automation that is triggered automatically when a deposit is finalized. To do this, you must use the “Submission completed” trigger. Follow ...
Automation: Trigger Rejected submission
How to create an automation with the trigger : Submission rejected ? The platform allows you to configure an automation that is triggered automatically when a deposit is rejected. To do this, you must use the “Deposit rejected” trigger. Follow the ...
Automation : Submission pending approval trigger
How to create an automation with the trigger : Submission pending approval ? The platform allows you to configure an automation that is triggered automatically when a submission is pending approval. To do this, you must use the “Submission pending ...
Automation : Trigger Submission approved
How to create an automation with the trigger: Submission approved ? The platform allows you to configure an automation that is triggered automatically when a deposit is validated. To do this, you must use the “Deposit validated” trigger. Follow the ...
Automation : Trigger submission deleted
How to create an automation with the trigger : Submission Deleted ? The platform allows you to configure an automation that is triggered automatically when a submission is deleted from the candidate space. To do this, you must use the “Submission ...
The question of file type
How to use the file type question ? On your platform, you can add a File question type to your forms. This question type allows candidates to upload a file directly via the form, according to the settings you define. It is particularly useful when ...
Automation : New advanced condition
How do I configure the “New Advanced Condition” operation in an automation ? When configuring an automation, once you have selected the trigger, it is important to associate it with an operation containing the actions or conditions to be executed. In ...
New action: Make an HTTP request
How do I configure the “Make an HTTP request” action in an automation ? When configuring automation, it is important to select a trigger and then associate it with an operation containing the actions to be performed. In this article, we will show you ...
Automation: Trigger Submission Created
How to create an automation with the trigger: Submission Created ? The platform allows you to configure automation that is triggered automatically when a new deposit is created. To do this, you must use the “Submission created” trigger. Follow the ...
New action: Add or remove a tag
How do I set up the “Add or remove a tag” action in an automation ? When configuring automation, it is important to select a trigger and then associate it with an operation containing the actions to be performed. In this article, we will show you how ...
New Condition: Condition on a deposit field
How do I set up the “Condition on a deposit field” condition in an automation ? When configuring automation, it is important to select a trigger and then associate it with an operation containing the actions or conditions to be executed. In this ...
New Condition: Condition on the current stage
How do I set up the “Condition on current stage” condition in an automation ? When configuring automation, it is important to select a trigger and then associate it with an operation containing the actions or conditions to be executed. In this ...
New Condition : Condition on the tags field
How do I set up the “Condition on the tags fields” condition in an automation ? When configuring automation, once you have selected the trigger, it is important to associate it with an operation containing the actions or conditions to be executed. In ...
New action : Send a slack notification
How to configure the “Send slack notification” action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this ...
New action: Send an email
How to configure the “Send email” action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In this article, we'll ...
New action: Add to an evaluation session
How do I configure the "Add to evaluation session" action in an automation ? In the process of configuring an automation, it's important, once you've selected the trigger, to associate it with an operation containing the actions to be executed. In ...
Documentation slack
How do you set up Slack in your program ? On your platform, you can link Slack to your program to set up automations and receive notifications directly in your Slack space. To do this, please follow the steps below : In your program, click on the ...
Send e-mails to collaborators in your program
How do you send an e-mail to your program's collaborators ? On your platform, you can send e-mails to your colleagues. To do so, please follow the steps below : In your program, click on the “Collaborators” menu. You will then see a list of your ...
Changing the role of a collaborator
How can I change the role of an collaborator ? On your platform, you can change the role of an existing collaborator according to your needs. To do so, please follow the steps below: In your program, click on the “Collaborators” menu. Select the ...
Validate / Reject proof of payment
How do I validate / reject a proof of payment ? As a program manager, you can validate or reject a candidate's proof of payment. This action can be performed in the “Deposits” menu or in the “Transactions” sub-menu of the “Payment” menu. In the ...
Automation : Planned action
How to create an automation with the operation: Planned action ? The Planned Action operation lets you plan an action for the future. To create an automation with “Planned action”, please follow the steps below : In the Automation menu, click on the ...
The program activity log
What is the program activity log ? The program activity log is a detailed record of actions and events occurring within a program. It is used to track, monitor and analyze program behavior during operation. The log provides a chronological view of ...
Stripe payment options
What are Stripe payment options ? You now have the option of adding a payment stage to your journey. For this to work, you must first configure your products and payment methods. See related articles: How do I configure a product ? How to integrate a ...
Download a form in PDF format
How do I download a form in PDF format? On the wiin.io platform, you can download and view your forms. This enables you to share it with your team, if you wish to give them the opportunity to consult it outside the platform. To do this, please follow ...
View and test your program
How to view and test your program? On your platform, you can view and test your program before officially launching it. Before testing your program, it must be configured and published. This configuration includes a number of mandatory menus. Please ...
Relaunch the invitation to collaborators
How to re-invite collaborators ? On the Wiin.io platform, you can invite your collaborators directly at program level (manager, evaluator, observer). When you invite your collaborators, they must confirm the invitation in order to log in. If they ...
Duplicate a program
How to duplicate a program ? Duplicating a program means creating an exact or similar copy of an existing program, reproducing its characteristics and parameters. When you duplicate a program, all its contents are duplicated : Forms E-mails Tags ...
The different types of operation
What is an operation ? An operation consists of testing a condition or performing an action. To find the operations, you must : Go to the “Automation” menu in your program and click on “Add a rule.” Click on a trigger according to your needs. In our ...
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