Select Nomination Forms
The Nomination 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 nominations.
Follow the instructions outlined in the Custom Forms resources to build a new form with a Nomination form type. Forms with this type are similar to Request form types with the exception that they automatically include fields to gather the Nominee's information. These fields include:
-
Nonprofit nominee email
-
Nonprofit nominee name
-
Nonprofit nominee phone
-
Nonprofit nominee position
Note: This information is for the individual who will be the main point of contact for the nominated nonprofit. If the nomination is accepted, they will be invited to continue the application process.
Tip: The form must be Published to be used for a program. For more information, see the Custom Forms resources.
The Nomination Form can only be replaced if no nominations or applications are attached to it.
Note: The form selected as the Nomination Form can be changed at any point before nominations using this form have been received.
-
Navigate to the Program Setup > Nomination Programs area.
-
Either create a new program or edit an existing one.
-
Select the Nomination Form tab on the Program Detail page.
-
Select the new form from the Nomination form dropdown.
-
Save all changes (e.g., Save, Save as draft, Save and publish).
Warning: The Nomination 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 Nomination Form cannot be replaced after nominations 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 Nomination Form once nominations have been received. If the information collected as part of the nomination process does need to be updated, it is recommended to either update the existing form or create a new revision.