Prevent application creation in a category

Grant managers may sometimes need to prevent applicants from creating new applications in a specific category while leaving the rest of the program open. This can be useful in several scenarios such as:

• Continuing to test newly created categories after applications have opened
• Allowing a specific category to accept applications for a shorter period
• Temporarily closing a category that has received a large number of submissions

Preventing application creation in a category is done by deactivating the category.

Deactivate a category

1. In the Manage workspace, go to Applications
2. Click Edit form and select your form
3. Select the category from the category drop-down
4. Hover over the category drop-down and click the settings icon
5. In the configuration tray, locate the Category is active checkbox
6. Deselect the checkbox
7. Click Save

Once deactivated, applicants will no longer see this category when creating new applications.

Reactivate a category

To allow applicants to create applications in the category again:

1. In the Manage workspace, go to Applications
2. Click Edit form and select your form
3. Select the category from the category drop-down
4. Hover over the category drop-down and click the settings icon
5. In the configuration tray, locate the Category is active checkbox
6. Select the checkbox
7. Click Save

The category will once again appear to applicants when creating applications.

Test an inactive category

Grant managers can still access inactive categories for testing purposes.

When creating an application from the Apply workspace under Applications, the category will still appear in the category list but will be labelled "(inactive for applicants)". This label is only visible to managers. Applicants will not see the category or the message.

Good to know

• Deactivating a category hides it from applicants but does not delete the category or its data.
• Grant managers can still access inactive categories for testing.
• Inactive categories appear as "(inactive for applicants)" to managers only.
• If you only want to prevent edits after submission, go to Forms, open the form's settings, and open the 'Advanced' tab to enable Form locked when submitted.