Contents

• Overview
• Configure a Request Section
  • Configure a Request Section When Initially Added
  • Configure a Request Section After it Has Been Created

Overview

This article provides instructions on how to configure a request section within a sectioned form in a program cycle in Next. 

Configure a Request Section

Configuring a Request Section can occur when the section is initially added to the Intake Form, or anytime after it is added.

To configure a Request Section when it is initially added to the Intake Form:

1. See the Add a Section article to learn how to add a Request Section to the form.
2. Once the Request Section has been added to the form, the Add Fields tray changes to configuration options for the Request Section.

a. From the dropdown list, select the Request Form that the recipients of the request will complete, in support of the applicant.  If the Request Form is not yet created, this list will be empty and the Request Form can be added to the section later.  

b. Toggle on or off the fields to include or not include that the applicant completes to send a request to a third party; the Email Address field is required by default.

c. For the included fields, select if they are required or not.

d. Hide any fields that are not necessary for the applicant to complete.

e. At the bottom of the panel, set the minimum number of requests. This is how many completed Request Forms the applicant needs before they can submit their application. For example, with a minimum of 2, two people must fill out and submit the Request Form for that applicant. If requests are optional, set this to 0. Applicants can then submit right away, and any requests that come in later will still attach to the application.

f. Set the maximum number of requests, up to 10. This is how many people the applicant can send the request to. Setting it above your minimum gives applicants a backup in case someone doesn't respond. For example, with a minimum of 2 and a maximum of 4, the applicant can ask four people and only needs two to come back.

g. When all configurations are complete, select the Done button. 

3. Select the Save button in the upper right corner of the Request Section.

To configure or edit the configuration of a Request Section after it has been created:

1. Select the Request Section field inside the Request Section area so the dotted outline remains visible.

2. Select the Configure Field cog wheel to open the configuration settings.

3. The configuration tray will slide open from the right side of the screen; follow the steps starting at 2.a. above to configure the Request Section.

This same content in video form can be found here: Configure a Request Section (Video)

What did you think of this article? If you found this article helpful, let us know below! If you have suggestions for how to improve this article, please leave a comment. Your feedback helps us improve the experience for everyone.