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 with unique field requirements. 

Create an application form

To create a form, follow the steps outlined below. There is no limit to the total number of forms that you can create, so repeat as necessary. 

1. In the Manage workspace, navigate to Forms
2. Click the Create form button 
   
3. In the 'Details' tab, provide your form a name
   
   
   Tip: your form's name will be visible to program applicants.
4. In the Form type dropdown, select Application
   
   Note: if you'd like to learn about the Grant report option, see our dedicated guide: Grant reporting.
5. If desired, select the 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
   
6. 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.
   
7. Click Save + next
8. In the 'Cover' tab, upload a cover image for your grant if desired
9. Customise the Call to action button text that applicants will interact with
   
10. Click Next
11. 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.
12. Click Next
13. 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.
14. 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. 

Location	Form selection
Reviewing > Score sets
Settings > Reviewing > Scoring criteria (only required for Scoring reviewing)
Settings > Reviewing > Rounds
Reviewing > Panels
Reviewing > Manage > Reviewing fast start

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

Video overview