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  1. Sometimes I need to create a set of the same question multiple times within the same process/application. For instance, I might need an option to add an address for a second parent/guardian and I don't want to have to create all the address fields again. I'd rather just duplicate the previous group and edit the heading.

    A similar solution might be to create a question bank of all fields that have been created within the instance and then be able to select any I'd like to add.

    18 votes

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  2. It would be great if we could have 'other' as an option for a radio question that gives you (the builder) the choice to automatically produce a text box for applicants to input data around their selection. Currently you have to build 'other' into the question and then build a branched question group, which can not only get messy, but can make the application flow feel very disjointed, depending on the build.

    18 votes

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  3. Every other form builder application allows you to add an "Other: _____" text box at the end of Checkbox questions. It's a simple way to catch exceptions that you're not thinking of.

    15 votes

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  4. Change the symbol of the Integer question type away from a # to something else.

    In our application we ask for percent of people served in our county. We built that question with the integer question type because that was the only question type where we could restrict the entry to two numerical digits.

    But our applicants and reviewers are confused because we are asking for a percentage but the little symbol next to it is the number sign, so it almost looks like we are asking for the raw number of people, not the percent of people.

    See attached

    6 votes

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  5. Please allow for the ability to upload multiple files to a single upload question.

    Currently, it is only possible to upload one file per question. It would be very helpful and much more effective if the File Upload question type allowed for multiple files to be uploaded to a single upload question, as opposed to needing one file upload question for each upload.

    Alternatively, the option to upload a folder to a file upload question would be another possible remedy.

    4 votes

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  6. I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.

    3 votes

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  7. Please can we have the ability to duplicate a question? It would make it so much faster!

    5 votes

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  8. The request history table in the print packet is so helpful. Board members and evaluators really like to have a quick snapshot of this information.

    It would be great if we could
    1) pull this table into application or evaluation form as an internal field or
    2) create a field with the option to make request history pop out as an external window
    or any solution that offers a simple way to have eyes on request history to those folks who spend little time in the database and don't feel comfortable with extra clicks

    Thank you!

    7 votes

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  9. I do see this was brought up in years past, but was hoping to renew interest in the topic. It would be great when using the Date question type to be able to select the format in which you would like that date provided. It would be great to be able to ask for a month and year, for example, especially when asking for degree conferral dates, where a specific day is often not known.

    6 votes

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  10. Currently, when building a form in GLM it allows us to sync certain CSuite fields from the grant. We would like to be able to sync the Fund Name from CSuite to GLM.

    2 votes

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  11. Can Foundant add numeric grant numbers that auto-counts grants in a process?

    For example, we support research projects and grantees need to acknowledge it in the research paper with something to the effect of "We acknowledge financial support from "Foundation Name" under grant # ("Foundation Acronym"-***) at the end of the paper. The grant number allows for tracking where we would enter in the grant number in something like Google Scholar and see how many papers have been published through it.

    Right now, there are no unique identifiers for Grants to track externally.

    9 votes

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  12. I wish i had a way to confirm existing vendor ids that are hand entered. If my grant managers make a mistake here, the wrong people get paid.

    I looked at using a branching question. But there is no way to see if the answer to Q1 matches the answer to Q2...

    In my form it's set up as:

    Does your school have an existing THR Vendor ID? (Y/N)

    Branch Group: Yes

    Enter school's THR vendor ID: __________ (integer, limited to 15 chars)
    Confirm school's THR vendor ID: _________ (integer, limited to 15 chars)

    I want the next section to…

    2 votes

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  13. I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  14. I would like an established set of questions (or ability to establish a system set for our org) within the SLM to choose from when building applications so that they can more easily become shared questions (meaning that information can prepopulate in other forms once established on a foundational form like a scholarship application). Particularly, a student's institution name and student ID is needed for us on multiple forms - I need a cleaner way for that to populate across the board (especially when coming into a position and working through different word choices on questions from one year to…

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  15. Can you create a question bank so that we can easily copy questions that already exist on other forms??

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  16. We would love the ability to display ranking options in text to our evaluators, such as
    Extremely Clear
    Very Clear
    Somewhat Clear
    Not So Clear
    Not at All Clear

    BUT - We'd like to store them as numeric data so that
    Extremely Clear =5
    Very Clear =4
    Somewhat Clear =3
    Not So Clear =2
    Not at All Clear =1

    To be clear, we don't want to show the numeric to the evaluator, just the text.
    Currently, we use a complicated formula to calculate the data.

    6 votes

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  17. I wish i could use merge fields when building grant agreement forms. I have a paragraph called RECITALS that has project specific information in it. I wish I could use merge fields in the instructions questions....

    This Memorandum of Understanding (“MOU”), indicates an agreement to assist in the implementation of <<Project Name >>(“Project”), a Community Benefit Grant in the Texas Health Community Impact (THCI) <<Region Name>> Region, targeting <<Target Population>> in <<Denton-Wise ZIP Codes>> ZIP Codes. This MOU is between «Organization_Name» (“Grantee”) and Texas Health Resources (“Texas Health”).

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  18. Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!

    1 vote

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  19. UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.

    I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.

    1 vote

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  20. Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.

    5 votes

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