Create sub-categories

In Good Grants, you can create parent-child relationships in categories to group like categories together and provide a more seamless experience to applicants. Doing so is easy can can be accomplished in just a few steps! 

Step 1: create the parent category

1. In the Manage workspace, go to Applications and click Edit form
   
   Note: for accounts utilising multiple forms, select the form you wish to edit from the drop-down that appears.
   
2. Hover your cursor over the Category drop-down and click the + icon
   
3. Configure the category as desired, referencing the Category configuration article as necessary
4. Click Save

Step 2: assign a category to parent category

1. From the Manage workspace, go to Applications and click Edit form
2. In the Category drop-down, select the category you wish to place under your parent category
3. Click the settings icon
4. In the resulting configuration tray, open the Parent category drop-down
5. Select the category you wish to nest it under
   
6. Click Save and repeat for the other categories as needed
   
   Tip: if you will have several sub-categories with identical naming contentions under your parent categories, it is crucial that you assign a short code that identifies the parent category.

On the application form, the parent category list is displayed first:

Upon selection, the associated child categories are displayed:

Display sub-category on public home page

If you'd like to feature your category with a link to apply on your program's login page you can! Just follow these steps:

1. In the Manage workspace, go to Settings > Applications > Categories
2. Click your desired category
3. Select the Yes radio button under the 'Display category on public home page' heading
4. Save

Video overview