This template allows administrators even greater flexibility than existing default InfoReady Templates. The chart below highlights key differences among the Form Designer, Funding, and General templates so administrators can choose the correct template from the beginning.
Notes:
- Once a base template is selected from the Create tab, the opportunity cannot be changed to a different template.
- Existing opportunities and administrator-created templates cannot be transferred from one base template to another.
- If admins want to use the new Form Designer Template for current opportunities or previously created templates, those will need to be re-created using FDT.Still not sure which template is right for your opportunity after perusing the chart below? Contact support@inforeadycorp.com for advice. We'll be happy to help!| Form Designer | Funding | General | |
| Application length (from applicant perspective) | Can be multiple pages and Applicants click Next and Previous buttons to navigate among pages. More here. | Always one page | Always one page |
| Application sections | Can add sections with separate headings and/or instructions More here. | Two hardcoded sections: Applicant and Proposal | One hardcoded section |
| Administrator previewing form before finalizing launch | Preview button allows administrators to test full applicant experience. More here. | Not available | Not available |
| Applicant previewing form before submission | Special “preview” setting activated by default. Can be turned off by admin in overall Settings pane. More here. | Would need to scroll up on screen and review | Would need to scroll up on screen and review |
| Conditional logic (i.e., showing/requiring certain questions based on prior questions) | Built at page, section, or question level More here. | Not available | Not available |
| Default fields on new draft opportunity | First Name, Last Name, Title - Can all be re-named | First Name, Last Name, Proposal Title - Cannot be re-named Many other default fields show but can be excluded (i.e., not shown to applicants) | First Name, Last Name, Title - Can all be re-named |
| Email Address field | Not a default field. Can be added but will not pull in automatically from applicant's profile unless added using Dynamic Profile field. More here. | Default field that pulls in automatically from applicant's user profile. | Not a default field. If created and named exactly "Email Address", it will pull in automatically from user's profile. |
| Application instructions | Can add field level instructions or larger paragraphs of rich text. | Notes to Applicant fields visible by default. | Notes to Applicant fields visible by default. |
| File uploads | Can be added anywhere on application form | Hard-coded in section after short answer questions | Hard-coded in section after short answer questions |
Note: There are two templates not included in the chart above:
1. Multitrack - Variations on base Funding and General templates that allow applications to proceed down a certain track, based on an initial gating question. (Sunsetting Spring/Summer 2024)
2. Bulletin Board - Used for posting Details page only, with no application or review workflow.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.