After clicking the Create button, administrators will see a template selection screen. There are two drop-down lists on the screen:

  • Template Type
  • Template


Note: The options in each dropdown list will vary by Level of Service (see below).


Administrator view of Create tab, template selection screen

Template Type (First Dropdown)


All Levels of Service

  • InfoReady Templates - Choose from default InfoReady templates that are included in your license
  • My Templates - Choose from templates you have created and saved in the past
  • Shared Templates - Choose from templates that another administrator has shared with you 

Bronze and Silver

  • Sitewide Templates - Choose from any template created previously in your site

Custom Option

  • Insights Templates - Choose from one of the templates that has been shared with you as an Insights Template
  • Note: This is a custom feature and not part of the standard Gold or Platinum Level of Service.

Template (Second Dropdown)

  • If you select My, Shared, or Insights templates, this section will display only those templates of that type.
  • If you select InfoReady Templates, you will be able to choose from the list of default templates created by InfoReady:


All Levels of Service

  • Funding - Standard template that includes fields often necessary for internal funding and limited submission competitions.
  • Note for Silver and Bronze: This was known as the Standard template prior to May 2020.

Gold

  • Form Designer - Most flexible form builder option, including conditional logic, multiple pages, and an advanced previewing capability.
  • General - Fewer default fields than the Funding template. The language is more generic and the title field label can be edited.
  • Bulletin Board - For posting opportunities that do not require the submission of an application. An Apply button can be displayed (optional) and linked to an external URL.

Saving Selections as Default

  • After choosing an option in each of the drop-down fields, click the toggle to "on" to save those selections. 
  • Whenever you click Create in the future, the selections will appear.


Save selections as default toggled to "on" (green).

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.