Forms Configuration

For admin users only

Funding bodies use templates throughout the lifecycle of a funding program.

To view, edit or create these templates, head to the left menu, open Administration, and choose Forms Configuration.

There are four types of templates for funding programs: Funding Program, Application Round, Additional Information, and Funding Agreement. SurePact provides a default template for each type.

To open a template, double-click its name. This example shows the Default Funding Program template, with mandatory fields for description, name, dates, etc. Fields in red are required. Even if you want new or different template fields, we recommend keeping the default template intact.

To create a custom template first be sure you’re looking at the type of correct form, such as Funding Program in this example. Then click Add New Template.

At the top, assign a template name and description.

Below this, the fields in the Forms Editor are the SurePact defaults. This template is customisable, and you can add custom fields if needed.

Because the default fields are linked to system notifications, tasks, and the funding workflow, they cannot be deleted. But they can be edited or moved. Hovering over a default field displays the Move icon, which can be clicked and dragged, and the Edit icon for making changes.

When editing a field, the tabs that appear depend on the field type. All types have a Display tab, which controls the field’s appearance. Any changes will be reflected in the Preview to the right. Because this is a Date / Time field, there are also Date and Time tabs.

All fields also have a Validation tab. Options here also depend on the field type, but each type has options to be made Required and / or Unique.

When all fields are set the way you want, scroll down and click Save at the bottom.

Once saved, the new template will appear in its relevant list. Each template has a three-dot icon that opens a menu with options to Edit, Copy, or Delete the form.

Adding Custom Fields

If you want to add fields that don’t appear among the defaults, look through the lists along the left. There is a variety of fields under Available Fields, Advanced, and Layout.

For example, open Available Fields and drag an Address field directly into the spot it should occupy in the template.

The Address Component window appears so that you can configure the field. In the Display tab, enter the Label – the text that appears next to the field. Label Position defines where the label appears relative to the field, which can be seen in the Preview. Because this is for an address, there is also a Provider tab to choose the auto-fill address provider. When finished, click Save.

The added custom field appears where it was placed. Because this is a custom field, the icons that appear when hovering on the field include Remove.