Create New Forms

  1. Navigate to the Program Setup > Custom Forms area.

  2. From the Forms tab, select the Create custom form button.

  3. In the Create Custom Form screen, provide the following information.

    1. Enter a name for the form.

    2. Specify the form type.

      Warning: Form types cannot be changed after the form is created. If it needs to be changed, a copy of the form should be made with the correct form type (as a replacement) and the form with the wrong form type removed.

      Note: The form type you choose will depend on how you plan to use it. Types are distinguished by audience (Applicants or Grant Managers). Additionally, some program features require a specific type to be used. For example, Program Automation requires a Routing Form. For more information, see About Form Types.

    3. Optional - If you want to build a new form based on a standard form template, select the appropriate template from the Start from template field.

      Note: For more information, see Create New Forms From Standard Product Templates.

    4. Choose the default language.

    5. Optional - Provide a brief description.

      Note: The description will be visible to applicants. You can include details about the information being collected, how long it's expected to take to review the application, and even links to your organization's resources such as privacy policies.

    6. Optional - Select the Require signature when submitting form option to ensure the applicant or Grant Reviewer provides a virtual signature on the application before it is submitted.

  4. To proceed with building out the content and layout, select one of the following options to continue.

    1. Create and go to form - Create the form and open it in the Edit Form page. This allows you to configure the layout and add fields through the Form Builder.

    2. Create and import fields - Create the form and open it in the Edit Form page. The Import Form Fields tool will automatically open, allowing you to begin the field import process.

    3. Create and quick add fields- Create the form and launch the Quick Add tool. This allows you to select the fields and components to include in the form before returning to the Edit Form page to configure the layout.