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Setup your submission form
Setup your submission form
Choose your applicant settings, categories, and build your submission form
+2
46 articles in this collection
Written by
Kunal Johar,
Zack Schwartz,
David Lincoln
and 2 others
Applicant settings
Limit the number of submissions per applicant
Prevent applicants from submitting more than one submission
Written by
Zack Schwartz
Updated over a week ago
Allow applicants to copy their submissions to multiple categories
Clone submissions to other categories, select multiple categories to submit to at once
Written by
Zack Schwartz
Updated over a week ago
Customize the save and finalize pop up message on submission
Change the message that appears on the confirmation pop up when an applicant submits
Written by
Zack Schwartz
Updated over a week ago
Validate submission form fields on each page or only on final submission
Choose when OpenWater validates a field on the submission form
Written by
Zack Schwartz
Updated over a week ago
Allow multiple people to work on a submission together
Team submissions, collaborators, and multiple editors for a single submission
Written by
Kunal Johar
Updated over a week ago
Allow guests and anonymous users to submit a form
Allow users to skip the login / registration process on a program by program basis.
Written by
Kunal Johar
Updated over a week ago
Allow Previous Round Fields to be Edited
Choose which fields are read only vs which can be edited in multi-round applications.
Written by
Kunal Johar
Updated over a week ago
Categories
Best practices for categories and sub-categories
Understand how categories and sub-categories work and when to use them.
Written by
Zack Schwartz
Updated over a week ago
Configure and setup your categories
Add and manage your categories for your program
Written by
Zack Schwartz
Updated over a week ago
Configure the submission form
Add a Dependent Field to an already built Submission Form
Moving fields within a submission form and creating conditional formatting after the form has been built out.
Written by
Mary Rose Rivera
Updated over a week ago
Access the public submission form url, also known as the Direct To Program link
Test your submission form by accessing your direct to program url
Written by
Zack Schwartz
Updated over a week ago
Build your submission form
Add and modify submission form fields, create multi-page forms, move fields between pages, and setup conditional logic branching
Written by
Zack Schwartz
Updated over a week ago
Show or hide submission fields depending on which category is selected by the applicant
Also known as category groups
Written by
Zack Schwartz
Updated over a week ago
The different types of submission form fields
Submission Form: Charity Check
Written by
Ehssan Tehrani
Updated over a week ago
The application field and category field
The submission form field that identifies the submission by name
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Single Line Text
A typical, single line of text
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Multiline Text
Add paragraph, longer text, or advanced formatting text options for applicants
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Checkboxes
Allow your entrants to check off multiple boxes on the submission form.
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Radio List
Multiple choice form field that also allows conditional logic branching
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Drop Down
Select a value from a drop down menu and provide conditional logic branching
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Separator
Add purely instructional text or headings to your submission form for styling purposes
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: User Profile
Pre-populate your submission form with your applicant's information to save them time
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Date
Add a date-picker to your form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Email
Require users to enter an email address
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Number
Ensure that applicants type in a valid numeric type into the form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: File Upload
Allow applicants to upload files to the submission form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Url or Website
Add a url, link, or website field to your submission form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Address
Easily add an address field to your submission form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Letter of Recommendation
Add a third party form, letter of reference or letter of support to the form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Table of Items
Permit applicants to add multiple items or people to a table on the submission form
Written by
Zack Schwartz
Updated over a week ago
Submission Form Field: Collect digital signatures (premium feature)
Use a field to accept a digital signature directly in your submission form
Written by
David Lincoln
Updated over a week ago
Submission Form Field: Phone Number
Written by
Zack Schwartz
Updated over a week ago
Setup confirmation email and page
Send a confirmation email after applicant completes submission
Send an email to the submitter or another individual once the submission has been received
Written by
Zack Schwartz
Updated over a week ago
Customize the confirmation page text displayed to the applicant after submission
Edit confirmation page, allow applicants to share their submissions on social networks.
Written by
Zack Schwartz
Updated over a week ago
Submission form best practices
Require applicants to agree to terms and conditions on their submission
Have applicants click 'I agree'
Written by
Zack Schwartz
Updated over a week ago
Best practice for repeatable form fields and adding more items to a submission
Also known as 'Add Another Item'
Written by
Zack Schwartz
Updated over a week ago
Create reusable form field templates
Save time building repeatable form fields on your submission form by saving a template
Written by
Zack Schwartz
Updated over a week ago
Create an admin notes submission form field for internal purposes
Also known as Admin Only fields
Written by
Zack Schwartz
Updated over a week ago
Export a blank submission form to Word to use as a sample
Provide an offline form to users who do not have internet access
Written by
Kunal Johar
Updated over a week ago
Advanced applicant settings and options
Customize the applicant PDF layout
Include images in pdfs, combine multiple pdfs into a single pdf, and create shipping labels / packing slips
Written by
Zack Schwartz
Updated over a week ago
Limitations of Merged PDFs
Merge word docs, powerpoint files and other PDFs uploaded to a submission.
Written by
Kunal Johar
Updated over a week ago
Automatically block submissions if they violate eligibility rules
Check if a submission is eligible automatically
Written by
Zack Schwartz
Updated over a week ago
Set limit on the total number of submissions allowed for a program across all applicants
For example, only 50 submissions allowed in total for a program
Written by
Zack Schwartz
Updated over a week ago
Configure the template for the Application Field
Specify how the "Name of a Submission" appears in various places
Written by
Zack Schwartz
Updated over a week ago
Limit a Backend Admin User to a Specific Program
Also known as setting up a Program Manager
Written by
Zack Schwartz
Updated over a week ago
Automatically apply points to a submission
Depending on how an applicant answers questions on the submission form, you can award points automatically. Also known as Auto-Scoring.
Written by
Zack Schwartz
Updated over a week ago