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Link custom form sections to review types

Overview

Custom Form sections can be linked to specific Review Types so they only appear on reviews that match the selected type. This helps Centres control which questions or sections are displayed during different types of learner reviews in Onefile Eportfolio.

Permissions

Who Can Use This Feature?

This feature can be used by the following user role:

  • Centre Manager

Steps

How to Link a Custom Form Section to Review Types

  1. Ensure the Custom Form is published as Learner Review.
  2. Open an existing form or click Create Form to start a new one.
  3. Click New Form Section or select Edit on an existing section.
  4. Locate the Review Type dropdown (all review types are selected by default).
  5. Select the Review Types where this section should appear.
  6. Click Save.

Note: If a section is set to All Review Types, it will appear on every learner review.

Missing a Review Type?

If a Review Type is missing from the list, contact your Centre Manager to check that the Review Type has been created in Look‑up Tables and published for use.

Guidance on creating and publishing Custom Forms can be found here: Custom Form Guidance

Tips & Notes

  • Only sections can be linked to Review Types – individual fields inherit the section assignment.
  • Linking sections helps ensure each review contains only relevant content.
  • Review Type configuration can be updated at any time in Look‑up Tables.

Terminology

Please note that the terminology used in this article may differ depending on your Centre.

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Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.

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