Program Build + Edit: Editing Forms

Changes can often happen from year to year, or even from one award to cycle to the next. Did you recently change an essay prompt, need to change a question label or description, or want to add another answer option for a question? You can now make edits to your forms and the edits will update in real time for you to view and test.

1.) Go to "Programs" on the top ribbon in your client portal

2.) Click on the three dots on the right hand side of the program you wish to edit, and click "Edit".

3.) To begin making edits, you will need to update the Award Status of the form to "Draft". The form must be in draft status to make edits. After you select "Draft", navigate to the top right corner and press the blue button that says "Save".

  • Note - The following changes can be made under any status. Moving the Award to "Draft" is not necessary.
    • Marking or unmarking a question as required
    • Redacting a question, or an entire page from your Review Board Members
    • Editing either a page or question description

4.) You are now ready to make edits to your form! You can make edits to the form, things you can edit include:

The Basics: program name, award amount, URL, application deadline, etc.

Eligibility Rules: State, Citizenship, Minimum GPA, Grade Level

Selection Criteria: this is an open text box where you can list the qualifications for the award program

Application: In this section you can do a lot of editing to the application - you can view all pages, add new pages, and you can edit questions within each page. In the image below, there are 5 pages in the application. 

To edit individual questions on a page, click on the blue edit icon on the right of the page name.

After clicking on the page, you will be shown all questions within that specific page. 

You can edit the following items:

  1. Edit the page name
  2. Edit the page description
  3. Edit question labels
  4. Edit question descriptions
  5. Rearrange pages
  6. Make questions required or optional
  7. Change the question type: Checkbox, Currency, Date, Date(Date-Month-Year), Date(Month-Year), Date(Year), Document, Email, Long Text, Multiselect Picklist, Output Message, Phone, Picklist, Radio Button, Signature, Signature with Timestamp, Text, Video.
  8. Add additional answer options
  9. Add new pages
  10. Edit the error message
  11. Redact pages or individual questions from Review Board Members

Click save in the top right corner so all edits will save. To test any edits that were made to the form, click preview. 

After you click "Preview" you will be brought to the form - you can now review the landing page and click "testing" to test all application pages. 

When you are ready to publish your edits, select 'Publish' in the top right corner.

Repeat the steps above if there are additional edits. Be sure to test the application to ensure the application is working properly!