Contents 

• Overview
• Access Forms
• Organization Level: Profile Forms
• Cycle Level: Eligibility, Intake, Feedback & Report Forms
• Related Articles
   

Overview

This article describes the basics of forms in Next, including where they live in the platform and how to access them.

Where Forms Live 

Forms fall into two categories, based on where they're created and managed:

• Applicant Profile Forms are created and maintained at the organization level. They apply across all of an organization's programs and can't be customized per program or cycle. See ➡️ About Profile Forms for more information.
   
• All other forms — Eligibility, Intake, Request, Feedback, and Report Forms — are created and maintained at the cycle level, in ➡️Cycle Settings. No matter where these forms are used in the workflow, the process for building and editing them is the same.
   

Access Forms

Organization Level: Profile Forms

To create, edit, or access an organization's profile forms (Organization Owners only):

1. Logged in as an Organization Owner, go to Settings > Profile Forms

• ➡️Setting Up the Individual Profile Form
• ➡️Setting Up the Organization Profile Form

Cycle Level: Eligibility, Intake, Feedback & Report Forms

To create, edit, or access an award cycle's forms:

1. Open the program, then click the gear icon next to the cycle to open Cycle Settings.
    
2. In Cycle Settings, select the tab in the top menu for the type of form you need: 

• Intake: ➡️Eligibility Forms | ➡️Intake Forms | ➡️Request Forms
  
  
  
   

• Review: ➡️Custom Review Feedback Forms
  
  

   

• Post-Award: ➡️Post-Award Report Forms
  
  

Related Articles

To learn more about forms, see the following articles:

➡️Add a Form
➡️Delete a Form
➡️Rename a Form
➡️Build a Form
➡️Change Form Structure

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