Blackbaud Grantmaking ™ / Applications: Creating Custom Forms
In this session, learn how to build custom forms for numerous purposes. Explore field configuration options. Utilize Contact Tables to easily collect the information you need from your applicants. Discover how Eligibility forms are useful for ensuring your applicants are filling out the correct forms. Define and build a requirement form to make sure you can keep track of grantee progress. Recognize how similar the process of building forms is, regardless of form type.
Learning Objectives:
• Utilize the Form Builder to build custom forms
• Use the Quick Add feature to add fields to a form
• Explore Layout Components and Configuration options
• Use a Contact Table on a form
• Learn about Conditional Logic options
• Create multi-page forms
• Build request, eligibility, and requirement forms
Suggested Prerequisites:
• Applications: Applicant and Grantee Portal Essentials