Eligibility Form

An Eligibility Form can be used to determine program eligibility. It is assigned to a program to assist clients in filtering out applicants that do not meet specific qualifications for the program. Only those submissions that match the master responses will be determined as eligible, allowing the applicant to proceed to the Default Form.

Note: The Eligibility Form is required to be the Eligibility form type. For more information about building forms, see Create and Manage Custom Forms.

Tip: Alternatively, in-line eligibility logic can be added to the Default Form to determine an Applicant's eligibility without requiring a separate form. This is accomplished by configuring the Validation property of the fields in your form. For more information, see Set Up Field Validation.

1. Navigate to the Program Setup > Grant Programs area.

2. Either create a new program or edit an existing one.

   Note: The form type should be set to Eligibility.

3. Select the Formstab on the Program Detail page.

4. Select an Eligibility Form from the Eligibility field.

5. Provide the exact answers to each field in the Master eligibility responses area.

   Note: The applicant's responses must match these answers to pass eligibility.

   Warning: If a new revision of the Eligibility Form is created, the master responses need to be updated on each program for which it is used.

6. Customize the messaging that will be sent to applicants when they have passed (successful submission) or failed (unsuccessful submission) eligibility, if desired.

7. Save all changes (e.g., Save, Save as draft, Save and publish).