Add Form Fields with the Form Builder

Note: Fields can also be added to a form using the Quick Add tool. Learn more.

Tip: It is recommended to organize fields into layout components, allowing applicants and Grant Managers alike to more easily navigate the form. Learn more.

Add Capture fields

Fields that Applicants or Grant Managers are expected to complete in the form are available in the Capture group in the Form Builder toolbox.

  1. Select the Capture > Applicant Responses section in the Form Builder toolbox.

  2. Drag and drop the appropriate field type onto the form.

  3. In the Configuration screen, define the data and settings to be used for this field.

    Note: The options available for configuration may differ based on the field type. For more information, see Configure Forms and Form Fields.

  4. Save your changes to add the field to the form.

Fields created for the Grant Manager audience can be added to the form from the Grant Manager Responses section. Fields are shown based on the type.

  1. Select the Capture > Grant Manager Responses section in the Form Builder toolbox.

  2. Drag and drop the appropriate field type onto the form.

  3. In the Configuration screen, define the data and settings to be used for this field.

    Note: The options available for configuration may differ based on the field type. For more information, see Configure Forms and Form Fields.

  4. Save your changes to add the field to the form.

Fields that are commonly used across programs are available in the Standard Components section.

Note: These fields are integrated with standard product templates (e.g., reporting). It is advised to use these whenever possible rather than creating a new field to capture the same information.

  1. Select the Capture > Standard Components section in the Form Builder toolbox.

  2. Drag and drop the desired field type onto the form.

    Note: For more information the components available in Applicant and Grant Manager forms, see the FAQs.

  3. In the Configuration screen, define the data and settings to be used for this field.

    Note: The options available for configuration may differ based on the field type. For more information, see Configure Forms and Form Fields.

  4. Save your changes to add the field to the form.

 

Add Display fields

Any fields that are read-only, pre-populate data, and will not be filled out by applicants or Grant Managers are in the Display group in the Form Builder toolbox.

An organization's SSO information can be pulled into forms by using those fields available in the Display > Employee HR Data section.

Note: For more information about available fields, see Employee HR Data.

  1. Select the Display > Employee HR Data section in the Form Builder toolbox.

  2. Drag and drop the appropriate field type onto the form.

  3. In the Configuration screen, define the data and settings to be used for this field.

    Note: The options available for configuration may differ based on the field type. For more information, see Configure Forms and Form Fields.

  4. Save your changes to add the field to the form.

You can display responses from Grant Managers by pulling in fields available in the Display > Grant Manager Responses section.

  1. Select the Display > Grant Manager Responses section in the Form Builder toolbox.

  2. Drag and drop the appropriate field type onto the form.

  3. In the Configuration screen, define the data and settings to be used for this field.

    Note: The options available for configuration may differ based on the field type. For more information, see Configure Forms and Form Fields.

  4. Save your changes to add the field to the form.

You can display responses from applicants by pulling in fields available in the Display > Applicant Responses section.

  1. Select the Display > Applicant Responses section in the Form Builder toolbox.

  2. Drag and drop the appropriate field type onto the form.

  3. In the Configuration screen, define the data and settings to be used for this field.

    Note: The options available for configuration may differ based on the field type. For more information, see Configure Forms and Form Fields.

  4. Save your changes to add the field to the form.

You can display aggregate and reporting information by using the Report field from the Display > Report Components section.

Note: For more information about available reporting data, see Report Fields.

  1. Select the Display > Report Components section in the Form Builder toolbox.

  2. Drag and drop the Report field onto the form.

  3. In the Configuration screen, define the data and settings to be used for this field.

  4. Save your changes to add the field to the form.

You can display text or images (e.g., overview paragraphs, section titles, etc.) in forms by using the Content field available in the Display > Custom Text section.

Note: This field is display only and cannot be used to capture new information.

  1. Select the Display > Custom Text section in the Form Builder toolbox.

  2. Drag and drop the Content field onto the form.

  3. In the Configuration screen, enter and style the text you want to display.

    Note: You can include details about the information being collected and even links to your organization's resources such as privacy policies.

    Note: You can also configure when this content will be shown in the Display tab. For more information, see Show or Hide Fields.

  4. Save your changes to add the field to the form.

 

Frequently asked questions (FAQs)

Standard Component Availability
Alternate Address Applicant and Grant Manager
Attention Applicant and Grant Manager
Cash Amount Requested Applicant and Grant Manager
Decision Grant Manager only
Designation Applicant and Grant Manager
In Kind Amount Requested Applicant and Grant Manager
Reviewer Recommended Funding Amount Grant Manager only

Note: For more information about each field type, see Standard Components.