Form fields (previously called "application fields") are used to collect all of the information required for an application to be complete. Fields are added to tabs, which act as sections or pages of the application form. There is no limit to how many fields you can configure.
- From the Manage workspace, navigate 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.
- In the top-right corner of your screen, toggle on Configuration mode
- Hover with your mouse in the position you want to add the new field and click the + icon
- In the configuration tray that appears on the right side of the page, select one of the many field type options from the Field type drop-down
- Give the field a Label (seen by applicants)
Tip: think of the field's label as a heading. This can be used to provide top-level information to applicants. More detailed information can be added using the Hint text or Help text mentioned below. - Add a Short title to help identify the field
Note: short titles are used by grant managers to easily identify the field in Settings > Applications > Fields as well as in exports. Users can also see this in a warning message when a required field is left empty, so it is important that this allows applicants to quickly identify the field if necessary. - Depending on the field type selected, an 'Options' section will appear with a series of configurable parameters, including auto-scoring, availability in advanced search, and more
- Choose whether the field applies to all categories or some within the 'Categories' area
- Make the field required, if desired, within the 'Access' section
Tip: if you wish to hide this field for any reason, including utilising it in a later action flow stage and not during the initial application, simply deselect the 'Write' and 'Read' checkboxes. - Enable and configure conditional logic if required in the 'Conditional' menu
- Set your desired data protection level in the 'Data protection' section
- Save
For more information how to use the form editor, see our guide: Form editor.
Important: it is recommended to keep the number of fields on the first tab to a minimum because an application is only created (and the auto-save feature initiated) once the first tab is saved. If there are too many fields on the first tab, an applicant may forget to save their application and lose their work. Once the application is created, it auto-saves as the applicant completes or edits the fields.
Delete a field
If you find that you need to delete an existing field, doing so is easy. Fields can be deleted from the Settings menu or directly from the form editor by following the steps outlined below.
Settings menu
- From the Manage workspace, go to Settings > Applications > Fields
- If multiple forms are in use, choose your desired form from the drop-down at the top of the page
- Click the checkbox next to the field/fields you wish to remove
- Open the Action drop-down
- Choose Delete
Form editor
- In the Manage workspace, go to Applications
- Click Edit form--if multiple forms are in use, choose your desired form from the drop-down
- Locate the field you wish to remove and hover your cursor over it
- Click the settings icon that appears
- Choose Delete at the bottom of the configuration try that pops up
Video overview