Custom Forms and Fields: Completing Custom Forms and Form Extensions

Once a custom form or form extension has been assigned to a grant, you can complete it to capture your custom data. This article covers how to complete both custom forms and form extensions on a grant record.

This article includes the following sections:

• Completing a Custom Form
• Completing a Form Extension

Completing a Custom Form

Follow the steps below to complete a custom form that has been assigned to a grant.

1. Navigate to Grant Management > Grants.
   
   The All Grants page displays.
2.  Select the name of applicable grant.
   The Grant Details page displays.
3. Select the Custom dropdown at the top of the page. 
   Euna Grants displays the names of any custom forms assigned to the grant.
4. Select the name of the custom form you want to complete. 
   Euna Grants displays the custom form page.
5. Click the Create button in the options toolbar. 
   
   The custom form displays.
6. Complete the required fields.
7. Click the Create button. 
   The custom form data saves to the grant record.

Completing a Form Extension

Follow the steps below to complete a form extension that has been assigned to a grant.

1. Navigate to Grant Management > Grants.
   
   The All Grants page displays.
2.  Select the name of applicable grant.
   The Grant Details page displays.
3. Click the Edit button in the options tool bar. 
   
   Euna Grants displays the grant record in edit mode.
4. Scroll to the bottom of the page. 
   The form extension displays above the Record Information section.
5. Complete the required fields.
6. Click the Save button. 
   The form extension data saves to the grant record.