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CASTING DIRECTOR: How Do I Use Forms?

Talent Systems Support
  • Updated

This article is a user guide for casting directors using the Forms feature on Casting Networks. It explains how to create, send, and review forms to gather specific information from talent for your projects.

Article Contents

Creating Forms

  1. First, select “Forms” from the navigation menu at the top of the page.
    A screenshot of the main navigation bar on the Casting Networks website. The navigation links include "Projects List," "Talent Search," "Reports," "Collaborators," "Forms," and "Updates (3)." The "Forms" link is highlighted with a red box.
  2. Select “+ Create a New Form.”
    A screenshot of a blue button with a white plus sign icon. The text on the button reads, "Create a New Form."
  3. You can either drag one of the question elements from the left panel or click the “Add Question” button to get started.
    Alt Text Custom Gem Show thinking A screenshot of a form builder interface. On the left is a panel with a list of available question types, each with an icon. The types are: Short Answer Long Answer Multiple Choice Checkboxes Dropdown Date Time Date and Time The main content area on the right has instructional text that reads, "Drag an element from the left panel or click the button below." Below this text is a white button that says "Add Question".

Once you’ve begun, you can edit the following fields:

  • Form Title: This is the main title of your form. You can use it for your organizational purposes, but be aware that both talent and their representatives will see this title.
  • Description: Use this field if you’d like to give talent a little more information before they start answering the questions.
  • Question Title: This is where you’ll ask your specific question.
  • Question Type: You can choose from these question types:
    • Short Answer - This allows talent to type a response of up to 225 characters.
    • Long Answer - This allows talent to type a response of up to 2,000 characters.
    • Multiple Choice - Allows you to provide several options, of which only one response can be selected.
    • Checkboxes - Similar to Multiple Choice, but multiple responses can be selected.
    • Dropdown - Allows you to provide several options in a dropdown menu, of which only one response can be selected.
    • Date, Time, & Date and Time - These are specific short answer questions where talent can only enter a date, time, or both.
  • Question Requirement: You can specify if a question must be answered before talent can submit the form.
    A detailed screenshot of the "Create Form" designer interface, which is organized into three columns. The left-most column contains a list of available question types that can be added to the form, including "Short Answer," "Long Answer," "Multiple Choice," "Checkboxes," and others. The central column shows the form being built. It has a "Form Title" and a "Description" field at the top. Below, a single question block for "Question 1" has been added. This question is a "Short Answer" type and includes options to "Duplicate," mark as "Required," or "Delete." The right-most column is a "Customize" panel for the selected question ("Question 1"). It contains fields to edit the "Question Title," a checkbox to make the question "Required," and a dropdown menu to change the "Input type," which is currently set to "Short Answer."

You can click the “Preview” tab in the upper left to see what the form will look like to the talent who receive it.

Once your form is complete, click the blue “Save Form” button in the bottom right corner.

You will have the option to edit an existing form. You can either update the current form or save your changes as a new form. Note: If you have already sent the form to talent, you will have to send it again for them to see the changes.

Sending Forms to Talent

To send a form to talent, you’ll first need to start a Media Request.

  1. Go to your project and select the “Requests” tab.
    A screenshot of a website's sub-navigation menu. The menu contains the following tabs from left to right: "Overview," "Lists," "Submissions," "Requests," "Schedules," "Sessions," "Presentation Links," "Worksheet," and "Collaborators." The "Overview" tab is underlined, indicating it is the active page, while the "Requests" tab is highlighted with a red box.
  2. Create a “Media Request.” For instructions on how to create your request, click here
  3. In Step 5 of the request process, use the dropdown menu to select up to 5 different forms to send along with your request.
  4. Don’t forget to add instructions to talent that a form is attached. They will be able to fill out the form and the media request separately, in any order they wish.

Receiving Form Responses

Once talent have filled out their forms, you can find their responses in the media request where you originally sent the form. You will see the submissions under the “Form Response” column.

  • Forms that have not been completed will appear grayed out.
  • Completed forms will have a checkmark next to them and will be a clickable link.
    An image comparing the visual indicators for completed and incomplete forms in a list. The image shows three form entries titled "Forms Demo." - A red arrow labeled "Completed Form" points to an entry that has a green checkmark next to its title. - A red arrow labeled "Incomplete Form" points to an entry that does not have a green checkmark.

You can click into the forms individually to read answers, or you can click the “Export Form Responses” button to generate a report of everyone who has responded.
A screenshot of two user interface elements. On the left is a "Filter by" dropdown menu with the option "Response" selected. To the right is a blue button with the text "Export Form Responses."

Frequently Asked Questions (FAQs)

Will form answers be available in Presentation Links? 
Not immediately. You can save the exported responses as a PDF and send them separately if you wish.

Can talent change their answers? 
No, once a form has been submitted, no changes can be made.

If I update a form that has already been sent, will those changes be reflected on the sent forms? 
No, you’ll need to send the form again with the updated questions.

Can a talent’s representative fill out the form on their behalf? 
Yes! Once again, please note that once submitted, no changes can be made.

Can I delete a form?
No, not at this time.

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