Utilising forms

In Good Grants, the forms feature allows you to create unique application forms to fit your program's needs. For example, you may run multiple grants (local, regional, national, etc.) with unique field requirements. 

Create an application form

To create a form, follow the steps outlined below. Depending on your subscription level, multiple forms may be created. For accounts on the Intro plan, one for may be configured. Premium and Enterprise accounts receive 10 or 20 forms, respectively.  

1. In the Manage workspace, navigate to Forms
2. Click the New application form button 
   
3. In the 'Details' tab, provide your form a name
   
   
   Tip: your form's name will be visible to program applicants.
4. Select your desired options from the checkbox list:
   • If desired, select Allow submitter to browse tabs before starting a submission if you would like to give applicants the ability to select a category and then view the form
   • Should you wish to allow only invited applicants to access this form, choose select the Invitation-only access checkbox; learn more about invitation-only applications here: Invitation-only applications.
   • If you would like for our form to display on your program's home page, select the Display form on public home page when round is open checkbox. 
   • To provide applicants with a countdown to when their applications are due for completion, choose Display countdown to submission deadline. 
   • The Applications locked when submitted checkbox will prevent applicants from making changes to submitted applications in this form. 
   • For programs utilising the API, the Allow API updates to submission fields whilst a user is ending the submission will allow API updates to the application while the user is editing it. 
5. Click Save + next
6. In the 'Cover' tab, upload a cover image for your grant if desired
7. Customise the Call to action button text that applicants will interact with
   
8. Click Next
9. If your program utilises chapters, select which chapter(s) this form will apply to in the 'Chapters' tab
   
   Note: this tab will not be visible if your program does not have chapters enabled.
10. Click Next
11. In the 'Rounds' tab, click New round to create a round in which this form will accept applications or select an existing round
    
    
    Tip: multiple rounds can be selected or created from this view, allowing you to accept applications periodically throughout your active season.
12. Save when finished

Build your form

Once you've created your form, you can begin to populate it with the appropriate categories, tabs, and fields. These elements can be created via the Settings menu (see the guides listed below) or using the form editor.

• Category configuration
• Tab configuration
• Add an application field

For the purposes of this article, we'll cover creating them using the form editor. You can access this by navigating to Applications in the Manage workspace and clicking Edit form.

In accounts with multiple forms, it is recommended that you open the Manage workspace and go to Forms, click the overflow menu next to your form's name, and select Edit form as shown below. 

From there, you can build out your form as desired. To learn more about the form editor, see our guide: Form editor.

Reviewing with multiple forms

Your program's application reviewing can be configured by using the Settings menu or via the Reviewing fast start. Whichever route you choose to take, it's important to select your program's form when configuring your reviewing stages when multiple forms are in play. 

Delete a form

If you have multiple forms configured, you can delete unneeded forms by following these steps:

1. In the Manage workspace, navigate to Forms
2. Click the overflow menu (3 dots) associated with your form
3. Select Delete
   

If you need to retrieve a deleted form, you can!

1. From the Manage workspace, go to Forms
2. Click the All but deleted toggle at the top of the page
   
3. Select Deleted 
4. Click the overflow menu (3 dots) associated with your form
5. Select Undelete 

Copy a form

To copy an existing form, follow the steps outlined below.

1. In the Manage workspace, navigate to Forms
2. Click the overflow menu (3 dots) associated with your form
3. Select Make copy
   
   
4. Choose which parts of the form's configuration you would like to copy
   
   
   Note: form settings, categories, tabs, and fields cannot be deselected, but are editable once a copy of a form has been made. Copies should not be made in archived seasons. 
5. Click Make copy

FAQs

Are there different use cases for forms?

Forms in Good Grants can be utilised for a multitude or purposes. Your program's requirements and desires are truly the limit! Perhaps you'd rather create separate forms instead of categories if they all have unique needs. 

Can I use forms to run different opportunities? 

If your organisation is running multiple grants under the same banner, you can absolutely use multiple forms to facilitate them. To track the performance of awarded grantees, see our dedicated guide: Grant reporting. 

Is there a limit on the number of forms I can use? 

For accounts on the Intro plan, one for may be configured. Premium and Enterprise accounts receive 10 or 20 forms, respectively. 

Can forms be switched on and off? 

While forms cannot currently be archived, they can be hidden from applicants by closing the round associated with them. 

Can I make each form look different? 

The basic structure of an application form in Good Grants is consistent, but varying cover images can be added to differentiate between forms for applicants. 

Can we invite applicants to access specific forms? 

You can! Simply select the Invitation-only access checkbox when configuring your forms. For more information see our guide: Invitation-only applications. 

Video overview