Key Points
- You can migrate launched and archived competitions.
- Details, Routing Steps, and Notifications pages will transfer in their entirety.
- Fields from the Requirements page (i.e., application form) will not transfer.
- Progress report amounts and titles will transfer to get you started.
- You will be able to download a detailed Excel report with data from the Requirements and Progress Reports pages, including field names, instructions, and any additional settings (e.g., minimum and maximum responses, character limits).
Steps to Transfer
- Open any competition made with the Funding or General template.
- Click the Copy button on the right side of the page.
- Click the Form Designer button to migrate your competition.
- Depending on how complicated your competition is, it may take a few moments to transfer all items.
- When the draft has been created, you'll see the message below on the screen.
- Click Download Report to access the Excel report of all fields.
Interpreting the Report
Tabs
- Requirements - Application form fields
- Progress Reports - Each progress report will have a separate tab.
Columns
- Section Name (progress reports only) - Grouped questions in a specific area, which in FDT is Sections
- Field Name - Question label, which in FDT is Field label
- Type - Base question type (see chart below)
- Required? - Yes or blank (not required), which in FDT is denoted by a red asterisk
- Notes or Instructions - There are many ways to add instructional text in FDT: Adding Instructions. Some fields will also have notes about how the question was used in the legacy template.
- Choices - For multiple response questions, all choices are listed with semi-colons in between
Field Type Chart
- Some features and question types from your legacy competition may have identical names in FDT (e.g., File Upload, Primary Organization).
- The chart below focuses on field types you may see in the export that could be re-built in a variety of ways using FDT.
- Click any of the linked text to explore and compare field types.
| Legacy question type listed on the report | FDT field(s) to explore/use instead |
| File Upload | File Upload Specifying File Extensions |
| Date | Date (Field Type) |
| Multiple Choice | Multiple Choice Dropdown Single-Choice Matrix |
| Multiple Select | Checkboxes |
| Text Field | Text Field Dynamic Profile |
| Rich Text Area | Rich Text Field Text Area Validation (Set Character Limit) |
| Number | Number (Field Type) |
| Yes/No | True/False (Yes/No) |
| (Build it yourself) | Acknowledgment Statement |
| Primary Organization Co-Applicants Reference Letters Applicant-Driven Routing Steps Application Keywords | InfoReady Tools |
Tips for Rebuilding Forms in FDT
- Paragraph fields are the easiest way to add longer blocks of instructional text.
- For file uploads, you can specifiy file extensions to require a certain format, like .pdf.
- Additional features that appeared at the bottom of the legacy Requirements page are all grouped together as InfoReady Tools.
- Legacy forms always included an "Add Other Email Addresses for Notifications" feature by default. In FDT, administators can choose to add this to the form or not: Form Designer Template: Add Contacts for Notifications.
- Because Applicant-Driven routing steps exist on both the Requirements and Routing Steps pages, they will not transfer and will need to be reconfigured in the new draft.
- If you need a blinded review process, make sure to hide fields appropriately.