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. Also, link or assign workflows, and configure with 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 the table format with the following details:
   1. Form ID: Unique form ID is displayed.
   2. Application name: The name of the application form is displayed.
   3. Application from Type: This section displays the type of the 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. On the Application Form List page, 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.