Creating Application Templates

Overview

This article explains how administrators can create and manage application templates within Program Applications. It covers inserting resource content and student input components, previewing templates, saving drafts, and publishing or distributing templates for student access.

Application Template Creation

Administrators see an Applications tab and an Application Templates tab upon clicking "Program Applications" in the side navigation. Administrators can select the "Application Templates" tab to create an application template.

Program Applications page with the Application Templates tab selected, displaying a message stating that no application templates exist alongside a Create Template button.

This view appears when no templates have been created yet.

Selecting the "Create Template" button opens the template creation page. On this page, administrators can enter a template title and select an organizational node. Users associated with the selected node can access the application. The template can be saved as a draft or continued by adding components.

Create Template page displaying input fields for Template Title and Organization, along with an Insert Component button.

The Create Template page is where application design begins.

Components are the form entries added to a template. Selecting the "Insert Component" button opens a side panel containing components that can be added to the application template for students to complete.

Application Template creation page featuring the Choose Component side panel open on the right side.

Adding Components to Your Template

Resource Content Components

Resource Content components provide information or guidelines for students to reference while completing the application.

  • Section Header: Adds header text to the application.

    Component Settings panel showing the Section Header component with fields to customize the header text.

  • Text: Adds help or informational text for students.

    Component Settings panel displaying the Text component with a text box for entering guidance information.

  • Link: Adds reference links for students.

    Component Settings panel showing the Link component with fields for Display Text and Link URL.

  • Attachments: Attaches downloadable files for students. Up to 5 files can be uploaded, with a maximum size of 20MB per file.

    Component Settings panel displaying the Attachments component with a label field and file upload options.

Student Input Components

Student Input components allow students to enter responses when completing an application.

  • Small Text Field: Adds a small text area for student responses, with a limit of 300 characters.

    Component Settings panel showing the Small Text Field component and its label input field.

  • Large Text Area: Adds a large text area with a limit of 500 words.

    Component Settings panel showing the Large Text Area component with label and word limit fields.

  • Link: Adds a link field for students to enter reference links.

    Component Settings panel displaying the Link input component with a label field.

  • File Upload: Adds a file upload field for students to submit supporting documents. Students can upload up to 5 files, with a maximum size of 50MB per file.

    Component Settings panel showing the File Upload component with configuration fields for label and file limits.

  • Dropdown: Adds a dropdown menu with up to 20 options for selection.

    Component Settings panel showing the Dropdown component with label and option entry fields.

  • Multiselect Checkboxes: Adds multi-select checkboxes with up to 20 options.

    Component Settings panel displaying the Multiselect Checkboxes component with label and option fields.

  • Acknowledgement Checkbox: Adds an acknowledgement checkbox for students to select before submitting the application.

    Component Settings panel showing the Acknowledgement Checkbox component with label and agreement text fields.


Managing a Template

Template creators can edit components using the pencil icon, delete components using the bin icon, or add new components using the plus icon.

Template creation page highlighting the pencil, bin, and plus icons used to edit, delete, and add components.

To preview a template, select the "Preview Template" link next to the Organization dropdown menu.

Template creation page with the Preview Template link highlighted near the Organization dropdown menu.

Create Application Template page previewing how the application appears to student applicants.

A template can be saved by selecting the "Save as Draft" button or by publishing it directly. To publish a template, at least one component must be present.

Template creation page showing the Save as Draft and Publish action buttons.

Selecting the "Publish" button opens a confirmation dialog.

Edit Application Template dialog box prompting options to Publish Now & Distribute Later or Publish & Distribute Now.

Administrators can choose to publish the template and distribute it later, or select "Publish & Distribute Now" to initiate distribution immediately. Selecting "Publish & Distribute Now" redirects to the Application Distribution page with pre-populated organization and template dropdown menus. Schedules for the application are also defined on this page.

Application Distribution page showing pre-populated template options and distribution schedule controls.

Existing templates can be edited and saved. Saving updates refreshes the "Last Updated" timestamp for the template. To edit a template, select the three dots menu associated with the application. The option to "Make a Copy" is also located in this menu.

Application template list highlighting the three dots action menu containing Edit and Make a Copy options.

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