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Home Processes & Forms Processes & Forms How to Turn a Process On Follow these steps to turn a process On or Off: Click on Process Manager, located Differences between an ON process and an OFF process Active Processes (Turned On) Show up on the apply page, even if the Grant End Dat How to Edit the Process Summary To change process details (such as renaming a process) follow these steps: Click How to Copy a Process To copy a process follow these steps: Click on Tools in the navigation menu, and How to Copy a Form into a Different Process Each form can only be attached to one process. When you copy the form you do not Question Types: Text Questions Text questions will accept any type of response as long as it does not exceed the Question Types: Special Format Questions Special Format Questions restrict the type of response that can be entered. Integ Questions Types: Upload Questions & Formatting Options File attachment questions allow responders to upload files into the form. File Up Question Types: List Questions List question types allow you to set a predetermined list of answers that the res Question Visibility Questions on forms can have any of the following visibility options: Everyone Com Required Type Required Type Questions on forms can have any of the following required options: Revert the Status of a Request Go to Requests & Decisions, located under the Search tool in the navigation m Linking Text in the Rich Text Editor Linking Text in Editor Tutorial: 1. Highlight the text you would like to attach How do I know what forms a Shared Question is shared on? When you edit a form and select "Add Shared Question" it will show you a list of Adding Forms in a Process Stage To add a form to a stage, click on the applicable stage in the status bar. Then c Removing or Changing Forms in Process Stages If you need to change the form that is currently housed in a process stage you ca How do I print off a list of form questions? Once a form has been created, you can create a .pdf of the form. This file can be Process Start and End Dates Start Date If you have entered a Start Date in the Grant Process Editor for a spe Process not appearing for Manual Grant Entry In order to Manual enter a grant, the process must be turned ON. Additionally, o What does Archiving a Process do? Archived Process: Will show up in the Archived tab at the bottom of the process m How to Archive a Process Things to note before archiving a process: The process must be turned off to be a Restore an Archived Process To un-archive a process follow these steps: Once in Process Manager click on the What does Archiving a Form Do? Archived Forms: Forms can only be archived if they are attached to an archived pr Can I Use One Form in Multiple Processes? Q: Can I use one form (LOI, Application, Evaluation, Follow-up) in multiple proce Answers appear very light and it is difficult to read them If the reviewer cannot see the answers because the font is light grey, they can c What is wrong with the formatting of my form question? "Bad HTML" is caused by pasting text into the Foundant software. If this text co The Art of Designing an Online Application The application is among your most powerful tools in sorting out your worthy gran Copying a Process: The Checklist So you’re ready to copy an existing process forward in your site to start a new f The Boat Method: Using Follow Ups to Move Questions From One Existing Process to Another As a lot of you know, every question that you create on a form has an underlying Is an LOI Right for My Organization's Application Process? The LOI stage in a process should be utilized to screen applicants so you can mor