Manage Opportunities: Design Application Form
Your organization may require that volunteers fill out an application form when they apply to an opportunity. Application forms can be added to opportunities when they are created, or added later by editing the opportunity. To create specialized fields to add to your forms, follow the Custom Datasets section of the Configurations tutorial before proceeding.
Create an Application Form
- From the Main Menu, click Opportunities then Design Application Form.
- At the bottom right corner of the screen, click Add New Form.
- In the “Volunteer Application Form” screen, create a name for the form.
- In the “Add Field” dropdown menu, click on a field to add it to your form. Add fields in the order that you wish for them to appear.
- To edit a field: Click the edit icon. Here, you may change the field’s label, make it a required section, and give users further guidelines or instructions.
- To delete a field: Click the remove icon.
- When finished designing the form, click Save.
Manage Application Forms
- From the Main Menu, click Opportunities then Design Application Form.
- To delete an application form: Click Delete in its dropdown menu, then click OK.
- To edit an application form: Click Edit. Follow steps 3-7 from the Create an Application Form tutorial above to edit.
- To copy an application form: Click Copy in its dropdown menu. Create a new name, if desired, then click Proceed.
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