In this session, learn how to build Program records to share with your applicants. Explore each section of a Program record. Indicate if a Program should contain an Eligibility form and how to choose the responses that progress an applicant to the Default form. Define Workflows and explore settings associated with Workflows. Build a Program Workflow using already published custom forms. Explore Communication options available. Recognize the importance of testing a Program before sharing a link with potential applicants.

Learning Objectives:

• Create and Publish a Program record
• Explore options associated with a Program record
• Discuss troubleshooting tips associated with Program records
• Explore communication options associated with Programs
• Build a Program Workflow with multiple forms and stages

Suggested Prerequisites:

• Applications: Applicant and Grantee Portal Essentials