Custom Partner Forms

About Custom Forms

Custom partner forms allow you to create tailored application forms for organizations wanting to become partners. This helps you gather specific information relevant to your partnership requirements.

Accessing Form Settings

1. Navigate to Settings in the main menu
2. Select "Forms" from the settings sidebar
3. Click on "Partner Form"

Default vs Custom Forms

Default Form

The standard partner form includes:

• Organization name and website
• Physical address
• Contact information
• Primary contact person details
• Notes section

Custom Forms

Create specialized forms to collect:

• Specific certifications
• Capacity information
• Specialization areas
• Transportation capabilities
• Reference information

Creating a Custom Form

Getting Started

1. From the Partner Form settings page
2. Click "Create Custom Form"
3. Give your form a descriptive name
4. Start adding sections and fields

Adding Sections

Forms are organized into sections:

1. Click "Add Section"
2. Name the section (e.g., "Facility Information")
3. Add fields to the section
4. Repeat for additional sections

Field Types

Available field types include:

• Text: Single line responses
• Text Area: Multi-line responses
• Email: Email addresses with validation
• Phone: Phone numbers with formatting
• Number: Numerical values
• Date: Date selections
• Dropdown: Pre-defined options
• Checkboxes: Multiple selections
• Radio Buttons: Single selection from options
• Yes/No: Simple boolean choices

Field Configuration

For each field, you can set:

• Field label (what applicants see)
• Help text (additional instructions)
• Required or optional
• Default values
• Validation rules

Form Design Best Practices

Organization

• Group related fields into sections
• Order sections logically
• Start with basic information
• Progress to more detailed questions

Field Selection

• Only ask for necessary information
• Use appropriate field types
• Provide clear labels
• Include helpful descriptions

User Experience

• Keep forms concise
• Mark required fields clearly
• Provide examples where helpful
• Test the form before publishing

Managing Responses

New Applications

When organizations submit custom forms:

1. They appear in your Partners list as "Pending"
2. Click to view their complete application
3. All custom field responses are displayed
4. Review and approve or reject

Data Organization

Custom form responses are:

• Stored with the partner profile
• Displayed in organized sections
• Searchable and filterable
• Exportable for reporting

Editing Forms

Making Changes

1. Return to Partner Form settings
2. Click "Edit" on your custom form
3. Add, remove, or modify fields
4. Save your changes

Impact on Existing Data

• Changes affect only new submissions
• Existing partner data remains unchanged
• Consider creating new forms vs editing

Multiple Forms

You can create different forms for:

• Different types of partners
• Specific programs
• Regional variations
• Temporary campaigns

To manage multiple forms:

1. Create each form separately
2. Name them descriptively
3. Activate the appropriate form
4. Switch between forms as needed

Tips for Success

Before Creating a Form

• List required information
• Review legal requirements
• Consider partner perspectives
• Plan the form structure

Testing

• Complete the form yourself
• Have colleagues review
• Test all field types
• Verify validation works

Maintenance

• Review forms periodically
• Update outdated questions
• Remove unnecessary fields
• Keep forms current