Contents

• Overview
• Form Sections
• Add a Section
  • Add a Standard Section
  • Add a Request Section

Overview

This guide shows Program Admins how to add a section on a sectioned form in Next. 
 

Form Sections

Form sections are available on a program’s Intake Forms as well as the Post Award Report Forms, and they are typically used to group like information together on a form.  Form sections are also used for more complex intake processes where multiple forms may have been used in past programs, to combine them into one form.  

With Next, form sections are also required on an Intake Form when a program has Request Forms or the need for third-party references, recommendations, or other requests.

Building a form in terms of form fields, their configuration, and arrangement, is the same for forms that do not have sections and those that do.  However, there are additional features that are present when form sections are used.
 

Add a Section

There are two different types of form sections available:

1. Standard Section
2. Request Section (available only for Intake Forms)

Add a Standard Section

The Standard Section is used for any and all parts of the Intake Form that are not associated with a third-party request.  Standard Sections are used to group content together for both Intake and Report Forms.

To add a Standard Section:

1. First, the form must be set up with sections.  Please see the Change Form Structure article if the form currently does not have sections.
2. There are two ways to add a Standard Section:
   1. Using the Add a New Section + button
   2. Using the + Add Fields button

Add a Standard Section Using the Add a New Section + Button

1. Click the Add a New Section + button at the bottom of the form.
   
   
    
2. A new section appears at the bottom of the form.

Add a Standard Section Using the + Add Fields Button

1. Select either of the two +Add Fields links on the screen, located within a section, or in the top right corner of the screen.

2. The Add Fields tray will open from the right side of the screen; scroll to the bottom of the list to the Sections category, and click the plus symbol next to Single.

3. A new section appears at the bottom of the form.
4. To close the Add Fields tray, click the X symbol or the Close button.
   
   

Add a Request Section

The Request Section is only available on Intake Forms.

Request Sections require the use of a Request Form that is sent to third parties to complete.  Go to the Request Forms article to learn more.

Tip: As a best practice, create the Request Form(s) needed before configuring a Request Section. Although it’s not necessary, it is helpful and streamlines the build process.
 

To add a Request Section:

1. First, the form must be set up with sections.  Please see the Change Form Structure article above if the form currently does not have sections.
    
2. Select either of the two +Add Fields links on the screen, located within a section, or in the top right corner of the screen.

3. The Add Fields tray will open from the right side of the screen; scroll to the bottom of the list to the Sections category, and click the plus symbol next to Request.

4. Once the Request Section has been added to the form, the Add Fields tray changes to configuration options for the Request Section.  Please see the Configure a Request Section article for more information on how to complete those steps.
   
   Note: Additional section types may also be available depending on your program configuration, including Budget and Goals. These follow the same process for adding sections described above.

What did you think of this article? Please leave a comment below! 
Your feedback helps us improve the experience for everyone.