Agreements: Content Management
All forms needed to collect proposal or agreement details are created and managed in Content Management. To access them and create new forms, navigate to Agreements > Content Management.
Content Management shows all active forms, if they're private, and allows you to edit them as well as search for a particular form.
A new form can be added by clicking the plus icon in the bottom right of the page.
Type in the “Add title” section to name the form. The instructions of the form is rich text editor, allowing for a variety of font types, hyperlinks, and bulleted list, providing for greater formatting options.
To add questions, click the plus icon in the lower right. This will provide you with two options:
Create New: allows you to create a brand new question
Add Existing: allows you to choose from a list of previously created questions. Questions can be used on multiple forms.
Create New Question
Clicking "Create New" will provide you with a question editor, where you can pose your question as well as choose the question type. You can also state whether this question is required and add instructions. The trash can icon allows you to delete the question.
Available question types include
- selection (single and multiple)
- field (text, numeric, and short description)
- yes or no (no explanation, with explanation for yes, and with explanation for no)
Click the plus sign to add as many questions as necessary to the form. Forms can include a mix of new and existing questions.
Using Existing Questions
Once a question is created, it can be used on multiple forms. Selecting "Add Existing" when adding a question to a form will provide you with a list of all available questions.
Here you can search for a particular question to see forms used within it as well as filter by question type and name. Multiple existing questions can be added to a form at the same time.
Upon adding a question to a form, you are provided with the option to mark this form as "private". By default forms are not marked as private. Simply toggle the button to mark it as private (like the "Active" status in the screenshot below).
Having the private designation means:
- the form can be deployed to agreements via workflows
- the form cannot be viewed by proposers/sponsors
- the form can be viewed and edited by site admins
- the form can be viewed by approvers during the approval process
Marking a form as "Active" (as seen in the screenshot below) allows it to be deployed via workflows.
Here are other resources that may interest you: