Question Types: List Questions
List question types allow you to set a predetermined list of answers that the responder can choose from. Checkbox, Dropdown and Radio Button list items may not exceed 100 characters and will appear on the form in the order created. List items may be reordered by dragging and dropping them into the desired order using the 6 dots icon. They can also b...
Question Types: Text Questions
Text questions will accept any type of response as long as it does not exceed the character limit. A “Text Box” is used to capture short answers, typically a response no more than one sentence long. A text box can only accept up to 250 characters and is commonly used to capture percentages, GPAs or can be used as a Signature Line. A text box will al...
Questions Types: File Upload Questions
"File Upload" and "Text and Upload" Question Types Both question types allow users to upload files into the form. Only 1 file can be uploaded per question, so multiple upload questions will need to be built if you're collecting more than file. You have the option to specify which file types are accepted for each upload question. You must set a max...
Question Types: Special Format Questions
Special Format Questions restrict the type of response that can be entered. Integer questions will only accept whole numbers and will not allow alpha characters or symbols. Integer fields are commonly used for questions such as “Number of people served”. Note that if you are asking for a percentage or GPA, where you need to input a decimal point, yo...
Question Types: System Questions
On the Decision and Installment forms you will see also see System Questions. These are default fields that typically are only used to add a field that was previously removed. On the Decision Forms; Amount Awarded and Award Type will automatically appear on the form. If you do delete these questions and need it to be added back to the form you ca...
Required Type
Questions on forms can have any of the following required options: Optional Completed by applicant. Not required to be answered. If “Shared Question”, applicant can edit response. Included in all Print Packets Visible to: Applicants Evaluators Administrators Required Completed by applicant. Form cannot be submitted until these questions are answered...
Question Visibility
Questions on forms can have any of the following visibility options: Everyone Completed by applicant Can be “Shared Question” Appears in all print packets Visible to all users. Admin Only Completed by administrators. Can be “Shared Questions”. Included in Administrator Print Packets only. Visible to: Administrators Applicant Only Completed by applic...
Character Limits into Estimated Word and Page Counts
When building a text area or text box question on a form, you'll need to set the character limit for responses. The character limit includes spaces. It may be helpful to consider the character limit in relation to a word and/or page count. The estimates below are based on a rough average of 6 characters per word: 10,000 characters = 1,600 words or...
File Extensions Not Allowed
For security purposes executable file types have been blocked. All other file types are allowed. The disallowed file types are: .a6p .ac .acr .action .ahk .air .apk .app .applescript .awk .bat .bin .cgi .cmd .com .csh .cyw .dek .dld .dmc .ds .ebm .ecf .elf .es .esh .exe .ezs .fas .fky .fpi .frs .fxp .gadget .gpe .gpu .hms .hpf .hta .icd .iim .inx .i...
How do I host a document on my website so I can link to it from a form?
You will need to have your webmaster help you with this. Follow these steps. Save your document in an older file version of office. This will ensure maximum compatibility with applicants using older software. In some cases you may want to link to an existing, public file on your website. In this case, you may simply right-click on the file link and ...
Hosting Documents on Box.com
Many administrators use box.com so they can host their documents online. Once your documents are hosted online you can create links to those documents to include in your GLM forms and processes. Hosting your documents online gives you the ability to access them from anywhere and makes changes to them as needed. Getting Started with Box.Com Follow...
GuideStar for Grant Applications
GuideStar for Grant Applications allows applicants to populate responses to specific questions on a GLM form using data from their GuideStar profile. Building "GuideStar for Grant Applications" Questions When editing a form, click Add GuideStar Question. In the pop-up that appears, select the GuideStar question you'd like to add to your form. Then...
Benefits of Using GuideStar for Grant Applications
Why you should use GuideStar for Grant Applications: Ease of applying for applicants GuideStar database fields will automatically populate into Foundant GuideStar for Grant Applications fields. To put yourself in a position to utilize future GuideStar for Grant Applications features and updates in your Foundant GLM system To help enrich the philant...
Scholar Snapp Questions
Field Scholar Snapp Group Multiple Possible Answers Syncs Back to Scholar Snapp Activity Activities / References Yes Address Line 1 Personal Info Yes Address Line 2 Personal Info Yes Attached File Essays / Attachments Yes Birth Date Personal Info Yes City Personal Info Yes College Choice Education Yes Country Personal Info Yes Current Grade Level E...
Building Scholar Snapp Questions
To utilize this Scholar Snapp select the Add Scholar Snapp Question button from an LOI or Application form. The Scholar Snapp Profile Questions pop up will appear showing a list of all available fields that can be pulled from a students Scholar Snapp profile. Select a question and choose Add Selected Question to add the question field to your form...
Approval Forms (new 5/3/18)
The default fields on the Approval form are: Project Name Decision Date Award Type Amount Awarded You may make edits to these fields as necessary, but you cannot delete Project Name or Decision Date. At a minimum these fields must be filled out in order to process an approval. Just like any other form you can add additional fields and question group...
Installment Forms
By default, the decisions stage of a process contains 1 installment form. However, you may add additional installment forms as needed by clicking Add Installment Form then either creating a new form or copying an existing one. Delete If you use the Universal Application feature, please be aware that installment forms cannot be deleted, so please co...
Denial Forms (new 5/3/18)
The Denial form is prepopulated with the following fields: Project Name Decision Date Denial Type These fields can not be deleted and they must be completed in order to process a denial. Do note that you can edit the Project Name and Decision Date fields. You may add custom fields to your denial form. Fields commonly added to the denial form includ...
Evaluation Scoring with Likert Scales
Within an evaluation form you can choose to add "Scoring" type questions. Most often you allow the reviewers to select from a specific range. For example: 1 through 9 Have you defined your scoring range? If not, you can use a Lickert Scale to provide the reviewers with a description of their choice. Important tip: for the score to have meaning, each...
Capturing Fiscal Sponsor Information
The best way to capture Fiscal Sponsor Information is by asking the applicant on the LOI or Application if their organization has a Fiscal Sponsor: Do you have a fiscal sponsor? YesNo By including this question, you can run reports and either filter in or out the requests that have a fiscal sponsor. Then build an optional section to capture Fiscal S...
What is Wrong With the Formatting of My Form
"Bad HTML" is caused by pasting text into the Foundant software. If this text contains formatting this formatting can be pasted with it. This formatting can be the cause of errors on the applicant facing pages. If you have an applicant who has contacted you because their application will not save or the SAVE button does not appear correctly, this "...
Host a File Using Shared Documents
To share a document or include an image within a process, the file must be hosted online before it can be accessed through your site. This can be done using the Shared Documents feature within Foundant. The following steps will walk you through how to host a file within Share Documents Access the shared documents page under tools in the navigation ...
Download a .pdf of a Form
Once a form has been created, you can create a .pdf of the form. This file can be printed or saved to your computer. After saving it to your computer, you can share it with stakeholders to provide visibility in your grantmaking process. For example, you can upload an application form to your website or distribute it to prospective applicants to prov...
Can't Delete a Question
Problem You would like to delete a question on a form, but do not see the X icon next to the question. The Project Name question is the system identifier for a request. It can be renamed, but cannot be deleted. Normal Behavior When editing a form, the X icon appears next to a question that can be deleted. After a user has responded to a question, ...
Options for Collecting a Budget
A common question asked on a grant application form is one related to the project or program budget. GLM does not currently support building a table-format question, but there are two main options we recommend for collecting this data. The first option is to create a file upload question. This option fits if you do not want to require applicants to...
Follow Up Forms and Field Codes
When copying most forms (i.e. LOI, Application, etc.) into a new process, the background field codes for questions on the form will be the same in the new process. Copying a follow up form (either the same form again in the same process, or into a new process) is an exception. When you copy a follow up form, the question field codes will be differe...
COVID-19 Approval Form Field
You have the option to add the COVID-19 Funding system field to an approval form. This field is designed to allow consistent tracking of funding trends across the sector in response to COVID-19. The use of this field is voluntary and opt-in, as data collected via this field (and other relevant fields, which are detailed in the acceptance pop-up) wil...
Add a Shared Question
For details and context about shared questions in general, please refer to this article: Shared Questions. Follow these steps to add a shared question to a form: In the applicable process, navigate to the form where you want to share the question. Click Add Shared Question. Select the question from the list. If the question already exists on thi...
Shared Questions
Shared questions allow you to share a question and its response from one form to another, within the same process. Refer to this article for instructions on adding a shared question to a form: Add a Shared Question. Common use cases include: Reminding an applicant of their response to an LOI question while they're completing the application. Showi...
In Form Question Branching
The In Form Question Branching feature is available in Standard, Standard +2 and Advanced licenses. Learn how this feature can improve your grantmaking by simplifying the applicant experience. For additional step-by-step guidance: The following walk-thru is available in the WalkMe Help Menu: Add a Branched Group Follow this article for a written tu...
Question Types: Nested List
The nested list feature must be turned on in your site to use. To discuss best practices for nested list questions, contact your CSM. Nested list questions allow you to set up multiple lists of options that are dependent on the answer given from the previous list. For example, a nested list can be used if you want to capture the program area and th...
Question Branching: Add a Branched Group
Question branching is available in the Standard license and above. Please reach out to the Support team (support@foundant.com) or your CSM to enable this feature in your site. The question branching feature allows you to show a specific question group to applicants if their response to a previous question, or combination of questions, triggers it to...
Allow Rich Text for Form Questions
Overview You have the option to allow rich text on a Text Area or Text and Upload question. Doing so allows users to format their response to that question using bullets, numbers, bolding, italicizing, and underlining. This also allows a user to copy and paste text into that question from a Word document while retaining most formatting. Allowing thi...
Edit and Delete Form Questions
Overview After building a form, you might need to edit or delete a question. The actions you are able to take on form questions depend on whether or not responses already exist for those questions. Edit a Question In general, a question can be edited even when responses exist for the question. If you are editing a question that has responses, it is...