Can applications be submitted into multiple categories?

In Good Grants, applicants must provide an application name and select a category. All other fields are entirely customisable. Some programs, however, may wish for applications to be considered in more than one category.

Historically, this required copying an application and submitting the duplicate into another category. This is no longer necessary. Using automated tagging of optionable fields, you can allow applicants to select additional categories within a single submission. Those selections then drive your reviewing configuration.

Configure an auto-tagging field

An auto-tagging field is created like any other optionable field, with one key difference.

1. In the Manage workspace, go to Applications
2. Click Edit form and choose your form
3. Add a new field using an optionable field type:
   • Checkbox list
   • Radio buttons
   • Drop-down list
4. In 'Options', toggle on Auto-tag
5. Enter the list of categories as Labels and desired tags as Values
6. Click Save when finished

When applicants select multiple options, the system automatically applies the corresponding tags on submission.

Reviewing applications with multiple selected categories

When applications may belong to more than one category, reviewing configuration relies heavily on tags. You will use these tags within your reviewing panels to route applications to the correct reviewers.

1. Open the Manage workspace and go to Reviewing > Settings > Panels
2. Click New panel and choose your form
3. Enter a Name for the panel and select your score set
4. Under 'Applications', select the relevant categories
5. Select the appropriate category tags
6. Under 'Who', choose the role or individual reviewers who should evaluate the applications
7. Click Save
8. Repeat this process for each additional category configuration as needed

Good to know

• Category-specific fields will not display based on selections made in an optionable auto-tagging field—if fields should vary by category, use conditional fields instead.
• The Value of each option becomes the tag applied by the auto-tagging field,
• If applications should be allowed only one additional category, do not set the field as required.
• Panel names are not visible to reviewers and may be as descriptive as needed for internal organisation.
• Reviewing configuration using multiple category selections works best when tags are used consistently across your program.