Contents

• Overview
• Step-By-Step Instructions
• Open the Field Settings
• Edit the Field
  • Edit the field settings
• Related Articles

Overview

This guide shows Program Admins how to customize (configure) Form Fields in Next. 

➡️Need to add a new field first? See Add a Form Field.

Step-By-Step Instructions

Open the Field Settings 

Every form field allows you to enter the following: 

a. Label: A descriptive title for the field (examples: Mailing Address, Name, Statement of Financial Need). 

📌Note: Some field types require a label, and it’s optional for others; it’s best to add one every time so applicants know what the field is for. 

b. Help Text (Optional): A short note that explains the field or gives instructions.  (Example: “Please describe how this scholarship would support your financial needs in 250 words or less”)
 

Example Field: 

Edit the Field

1. Click the gear icon in the upper-right corner of the form field box. 

 

2. A settings panel will slide out from the right. 

Edit the field settings

The customization options you see vary by field type. To learn more about each field type, see ➡️ Understanding Form Field Types. 

1. Field settings options.

• For most field types, you can:

➜ Mark as Required: Users must answer it before submitting. 

➜ Hide the field: Hide the field from the user.

➜ Mark as Read Only: Lock a field so users can see it, but can't change it. 

• Common use: Often used to lock fields that contain imported data (For example, from an external system, such as an ERP, or a profile import).
• Applicants: See the fields as locked in Profile and Intake Forms.
• Reviewers: See the fields as locked in Feedback Forms.
• Program Owners & Program Managers: Can edit Read Only fields in profile forms and submitted applications. 
  
  ⚠️IMPORTANT: Admins cannot edit Read Only fields in Organization applicant Profile Forms, unless they temporarily toggle Read Only off for those fields. 
   
• Organization Owners: Can edit Read Only fields in Profile Forms.

➜ Add an Alias: Add an alternate name for the field.

• Common use: Typically used for calculated fields or data integrations. 
• Visibility: Only Admins can see them.
• Rules: Each alias must be unique and follow these rules: no spaces, cannot start with a number, lowercase letters only, and the only allowed special character is the underscore.

📌 Notes:

• Not all field types support every setting option. 
• You can only turn on one of these options at a time: Required, Hidden, or Read Only (for example, if a field is marked as "required," it cannot be hidden or marked as Read Only).
• On Profile Forms, some fields are required by default. 
  • For more details, see ➡️ Setting Up the Organization Profile Form + ➡️Setting Up the Individual Profile Form
• Some fields are bundles, and contain multiple sub-fields (for example, the Name field). For these, you can choose which sub-fields to show, hide, require, or make read-only. 
  
  Bundle Field Example:

2.  Finish editing settings

• When you're finished setting up the field, click Done in the bottom-right corner of the panel. 
  
  

3. Save your changes 

• Once the side panel closes, click Save in the upper-right corner of the form field box to save your changes. 
  
  

Related Articles

➡️Understanding Form Field Types
➡️Add Form Fields 
➡️Move a Form Field
➡️Delete a Form Field
➡️Copy a Form Field

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