The forms feature lets you create unique application forms to match your program’s structure and requirements. This is especially useful if you run multiple opportunities (for example, local, regional, and national grants) that each require different questions or workflows.
The number of forms available depends on your subscription:
- Intro: 1 form
- Premium: up to 10 forms
- Enterprise: up to 20 forms
Create an application form
To configure a form:
- In the Manage workspace, go to Forms
- Click New application form
- On the 'Details 'tab, enter a form name (this is visible to applicants)
- Click Save + next
- On the 'Cover 'tab, optionally upload a cover image
- (Optional) Customise the call-to-action button text applicants will click
- Click Next
- On the 'Managers' tab, choose whether all managers or selected managers can manage or edit this form—available with an Enterprise subscription
- Click Next
- If chapters are enabled, select the relevant chapter(s) on the 'Chapters' tab
- Click Next
- On the 'Rounds' tab, either create a new round or select an existing one
- Click Next, then configure any additional options as required (visibility, access, limits, collaboration, PDFs, countdowns, etc.)
- Click Save when finished
Advanced forms options
-
Home options
- Select Display form on public home page when round is open to display the form on your program's home page.
-
Manage options
- Select Invitation-only access to allow only invited applicants to access this form. Learn more: Invitation-only applications.
- For programs with chapters, select the Allow chapter administrators to moderate applications to let chapter managers use the moderation feature to screen applications to their chapter only. Learn more: Moderation explained.
- If your program uses the duplicate applications feature, enter a value in the Duplicate identification, minimum similarity percentage field to set how similar application names must be to be considered duplicates. Learn more: Manage duplicate applications.
-
Role visibility
- For programs with multiple applicant-like roles, choose All roles can start an application or Some roles can start an application. Learn more: Configure role-specific forms.
-
Application options
- Choose your desired Form info box content block and Submission completed content block from the drop-downs if instructions or information vary between forms.
- Select Allow submitter to browse tabs before starting a submission to let applicants select a category and view the form before starting.
- Select Blank sample form PDF available for download to let applicants download a blank application form to preview. Learn more: Can I print out a blank application form?
- For programs using the API, select Allow API updates to submission fields whilst a user is editing the submission to allow API updates while the user is editing.
- Select Allow collaboration between multiple users to enable real-time collaboration on applications. Learn more: Collaborative submissions.
- Select Enable editor for multi-line text fields to provide applicants with text editing tools to personalise their submissions.
- Select Display countdown to submission deadline to show applicants a countdown to their application due date.
- Select Display application ID to applicants to let applicants see the numerical ID number associated with their application(s).
- Select Form locked after submission to prevent applicants from making adjustments after submission.
- Select PDF of submission available for download to let applicants download a PDF of their application for their records.
- Select Enable application copy to let applicants create a duplicate of an existing application.
- Select Allow applicants to choose thumbnail to let applicants choose a thumbnail image from uploaded files. Learn more: Application thumbnails.
- In the Maximum applications per applicant field, enter a limit if your program wants to restrict the number of applications each applicant can create.
Build your form
Once the form is created, you can add structure and questions using:
- Categories
- Tabs
- Fields
To do so,
- In the Manage workspace, go to Applications
- Click Edit form
- Choose a form from the drop-down
Reviewing with multiple forms
If your program uses more than one form, ensure you select the correct form when configuring reviewing stages—whether you’re using the Settings menu or the Reviewing fast start.
Delete a form
- In the Manage workspace, go to Forms
- Click the ellipsis (three dots) next to the form
- Select Delete
Restore a deleted form
- In the Manage workspace, go to Forms
- Open the All but deleted toggle and select Deleted
- Click the ellipsis (three dots) next to the form
- Select Undelete
Copy a form
- In the Manage workspace, go to Forms
- Click the ellipsis (three dots) next to the form
- Select Make copy
- Choose which configuration elements to copy
- Click Make copy
Archive a form
Archiving removes the form from the active Forms list and archives all associated resources.
- In the Manage workspace, go to Forms
- Click the ellipsis (three dots) next to the form
- Select Archive
Good to know
- Form names are visible to applicants—use clear, descriptive titles.
- Archived forms do not count toward your subscription’s form limit.
- Copies should not be created in archived seasons.
- Access to advanced form features depends on your subscription level.
FAQs
Are there different use cases for forms?
Yes. Forms can be used for different grants, funding streams, or opportunities—each with its own structure.
Can I run multiple opportunities with forms?
Absolutely. Multiple forms can be used under one account to manage separate opportunities.
Is there a limit on the number of forms?
Yes. Limits are based on your subscription level.
Can forms be switched on and off?
Forms themselves can’t be toggled on/off, but you can control access by opening or closing the associated round.
Can each form look different?
The overall layout is consistent, but different cover images help visually distinguish forms.
Can we invite applicants to specific forms only?
Yes. Enable Invitation-only access during form configuration.