The Form Designer Template: Progress Reports Guide provides additional resources on this topic. If you are creating Progress Reports in another template (besides Form Designer), please visit: Create - Progress Reports or Module 3F: Progress Reports.

Progress Reports in the Form Designer Template can be created before or after launching an opportunity. Steps below provide a general overview of how to create Progress Reports, but administrators have the flexibility to customize each report.

Go to Progress Reports section.

1. While in Edit mode, click the Progress Reports button on the right side of the screen.

2. Click Yes under "Does this competition require progress reports?"

3. Click the Create Report button.

Title your report.

4. Default title is "Progress Report 1". To change, click the pencil icon, type in the title you prefer, then click "Save".

Review form level settings.

5. Click on the settings icon.

• Consider what the navigational experience will be for awardees.
  • Do you want awardees to be able to preview their Progress Report before submitting? 
  • Do you want them to see all form fields or just fields they filled out, etc.
  • Would multiple pages and/or a Table of Contents help them navigate?
• You are not required to select these settings now, but many administrators do so in the beginning of the process. If selected now, setting options can be changed later.

Add questions and/or file uploads to the report.

• Expand the screen to view the full toolbox on the left side of the screen.

• Begin adding questions and/or file uploads. There are multiple ways to add fields:
  • A: While in Designer mode, drag the Form Field you want from the vertical list on the left side of the screen and drop it in the middle of the screen.
  • B: Click the "Add Field" button. The field type will default to Text Field, but you can change the type by clicking on the words "Text Field" and then selecting the field type you prefer from the display.
  • C: Click the ellipsis and then select the field type you prefer from the display.
  • D: Click "Duplicate" in an existing question and then edit the new question, as needed.

Note about file uploads: 
- Although File Upload is a Form Field type, this field is specifically to collect files uploaded by awardees. 
- To first include a template document for awardees to complete, insert a Supporting Documents field.

Add instructions.

• There are many ways to add instructions: Form Designer Template: Adding Instructions.
• You can add instructions by page, section, or form field, or include them in all three!
• Paragraph fields are particularly helpful to add longer blocks of instructional text.

Add conditional logic (if needed).

• It is a best practice to wait until all pages, sections, and/or questions are entered before setting up your logic.
• Logic is set up via the Settings button on pages, sections, or by question: Form Designer Template: Adding Conditional Logic.
• If a question potentially could have multiple entries, such as a publications list, you can collect the same information for each entry, using conditional logic: Form Designer Template: Iterative or Repeatable Fields

Preview the form.

• Click the Preview button any time: Form Designer Template: Preview the Form as an Administrator
• If you included conditional logic, use this feature to test the report multiple times, entering different responses to ensure the logic is set up correctly.

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.