🎥 Click here for video alt-text.
An instructional video titled "Add Questions to an Application" by GO Smart. The video demonstrates how administrators can add various question types to a grant application page. It shows the user navigating to the "Cycle Pages" section of the Grant Editor, selecting a specific page, and using the "Add New Question" form. The process highlights selecting different question formats from a dropdown menu, including checkboxes, date pickers, and file uploads, entering question titles, and setting the display sequence.
✨ Check out this tutorial for an explanation of all questions and field types.
1️⃣ Add the Question
Go to the Grant Editor tab and then the Cycle Pages subtab.
Select your Program and Cycle from the dropdown menu.
Add a new page or click the blue ✏️ (pencil icon) next to the Custom Narrative page to add a question.
Type any directions in the top textbox to help guide your applicants.
Scroll to the Add New Question tool at the bottom of the page.
Select the question type from the dropdown, and set the sequence if reordering is needed.
Click Add.
2️⃣ Complete the Question Editor Fields
Title: Enter a title to help you identify the question in your question list.
Question: Enter the question.
Max Characters / Options / Date, etc.: Set specific requirements for your chosen question type.
Required: Set to Yes if the applicant must respond before submitting the form.
Conditional Logic: Turn this on to show or hide this question based on a previous answer. Learn how to create conditional logic rules.
Show Additional Fields: Complete optional elements for your field.
Help Text – Appears as a question mark icon near the question, opening a pop-up window when clicked. This language does not show up on the view-only preview form.
Heading – Use this to group questions together under a bold title. A heading appears above the question text in a larger font than the question but smaller font than the page title.
Footnote – Adds a minor, italicized, parenthetical note beneath the question text.
Checking either box for the item to appear on the PDF will display that item on the read-only browser/PDF preview.
Click Update to save the question.
Repeat the steps above to continue to add additional questions.
Use the Preview Page button at the top of the editor to view the contents as they will appear to applicants.
🎥 This 30-second video shows how to set up and change a checkbox question.
📝 Notes:
The Title will appear on the "Submit" page if an applicant forgets to answer a required question.
or Category-Sort-Select questions, you can create a short heading under Grant Manager Column Heading. This will be the title you and your reviewers see on your dashboard.
💡 Tips:
If you are asking for video links, add this note as a footnote so applicants paste links correctly:
Please include the http:// or https:// at the start of the link.
3️⃣ Specific Question Settings
Question Type | Action |
|---|---|
Category Sort Select, Checkbox, Radio, or | Add at least one optional response. |
Date Field | Enter the beginning and ending year that should appear in your dropdown. |
Text Field | Select the maximum number of characters allowed. |
📝 Note: Remember to update the Year Range whenever you clone a grant for a new year or use a template.
