Application Templates

This article is for Administrators who would like to create and manage application form templates.

While you are creating a Grant you can use existing application form templates, or you can make your own. You can also edit existing templates.

1

Create New Application Form

If you are in the process of creating a Grant, click New Form.

New Form button screenshot

You will be navigated to a form builder tool where you can create your template.

Form builder screenshot

Start by adding any field type to the form.

Add field screenshot

After you drag and drop your first field you can start to create your first page.

• In the middle section (surrounded by red) you can:

  • add, duplicate and delete sections

  • edit section settings

  • add more fields to existing or new sections

• On the right hand side (surrounded by blue) you can:

  • add, reorder, delete or duplicate pages

  • note: page names are only editable via the middle section

Builder layout screenshot

2

Edit Application Template

Click the 3 dots on the template you wish to edit.

Template menu screenshot

If a template that you try to edit is in use, some functions might be locked. If you cannot edit how you wish, consider duplicating the template via the menu at the top right.

Duplicate or locked functions screenshot 1

Duplicate or locked functions screenshot 2

You can also create and manage templates via the templates menu.