Application Forms (Setup)

Application Forms allow you to organize one or more web forms into a structured application process. Forms can be grouped into sections and sub-sections. You can also link or assign workflows and configure role-based permissions.

Follow the steps below to view and manage setting up an application form before configuring the application to a program:

1. Navigate to Settings and, under General, select Application Forms.
   
   
    
2. The Application Form List page displays all existing application forms.
3. From this page, administrators can:
   1. View application forms.
   2. Edit existing application forms.
   3. Enable or disable forms using the Status toggle.
   4. Create a new application form.
4. The existing forms are listed in a table format with the following details:
   1. Form ID: A unique form ID is displayed.
   2. Application name: The name of the application form is displayed.
   3. Application Form Type: This section displays the type of application form.
   4. No. of Forms: The number of web forms added to the application form is listed.
   5. Status: Toggle on or off to enable or disable the application form.
   6. Action: Click the View icon and the Edit icon to view or edit the existing Application form.
      
      

IMP Note: Application Forms serve as containers for Web Forms. Before creating an Application Form, ensure that all required Web Forms and Workflows have already been configured. This allows sections and sub-sections to be linked correctly during setup.

Create an Application Form

1. Go to Settings > select Application Form and click + Application Form.
   
   
    
2. Enter the following information:
   1. Application Form name: Enter a unique name for the application form.
   2. Application Form Type: Select the form type from the dropdown.
   3. Application forms are organized into sections and sub-sections.
      1. In Section 1, enter the Section Name.
      2. Click the + icon to add a sub-section, select web form, and select workflow.
      3. Select the roles from the dropdown and check the box to provide the required permissions: Allow Edit and Allow Request changes.
         
         
          
3. To create additional sections, click + Add Section at the bottom of the page and follow the same steps above.
4. Once all the sections (web forms) are added, click the Submit/Update button to save and submit the form.