Default Form

The Default Form is the main form included in the application. This form must be selected when creating the program and is automatically added to each workflow level. Options for updating it will vary depending on the presence of submitted applications.

Follow the instructions outlined in the Custom Forms resources to build a new form with a Request form type.

The Default Form can only be replaced if no applications are attached to it.

Note: The form selected as the Default Form can be changed at any point before applications using this form have been received.

  1. Navigate to the Program Setup > Grant Programs area.

  2. Either create a new program or edit an existing one.

  3. Select the Forms tab on the Program Detail page.

  4. Select the new form from the Default form dropdown.

  5. Save all changes (e.g., Save, Save as draft, Save and publish).

Warning: The Default Form is automatically added to every workflow level when the program is created. If it is changed to a new a form, the form assigned to each workflow level must be manually updated.

Note: The Default Form cannot be replaced after applications using this form have been received. However, the current form can be updated or a new revision can be created.

The system will not allow replacing the form selected as the program's Default Form once applications have been received. If the information collected as part of the application process does need to be updated, it is recommended to either update the existing form or create a new revision.

 

Frequently asked questions (FAQs)

The form chosen to be the Default Form can be changed at any time before the program has accepted applications. It cannot be changed to a different form if applications have already been submitted. If updates do need to be made to the existing form, you can edit the current version or create a new revision.

Note: For more information, see the Form Revisions resources.