Enable Application Form for Selected Applicants

The OpenApply Team
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Quick answer:

In Settings > Forms, tick Enabled and untick Display on Landing page for the form. Then add the form to chosen applicants' checklists, either one at a time from the applicant profile or through the Applied checklist.

For admins who want only some families to see an application form, for example after a visit or for staff children.

You can enable an application form but hide it from the landing page, then give it only to certain applicants by adding it to their checklist. Common uses include only allowing an application after a visit, or offering a special application for staff children.

Hide the application form from the landing page

  1. Go to Settings > Forms.

  2. For the application form, tick Enabled and untick Display on Landing page.

    Screenshot: the Enabled and Display on Landing page checkboxes in Settings, Forms

If all application forms are hidden, the application button does not appear on the landing page at all.

Next, give the form to the right applicants using one of the two options below.

Option 1: add the form to an individual checklist

  1. Open the Applicant Profile and go to the Checklist tab.

  2. Select Add Checklist Item.

    Screenshot: Add Checklist Item on the applicant Checklist tab
  3. Choose Form as the type of item and select the application form from the dropdown.

  4. Enter a title for the item in Describe this To Do, then select Add.

    Screenshot: a Form checklist item with Describe this To Do and Add

Option 2: add the form to the Applied checklist

Add the form to the Applied checklist, then change an applicant's status to Applied when it is time for them to complete it.

Set up the checklist item

  1. Go to Settings > Admissions > Checklist and select the Programme.

  2. Select +Add Checklist Item.

    Screenshot: +Add Checklist Item in Settings, Admissions, Checklist
  3. Name the Requirement and tick only the Applied status.

  4. Choose Form as the Requirement Type and select the application form from the dropdown.

  5. Select Save Changes.

    Screenshot: a requirement set to the Applied status with the application form

Change the applicant's status

  1. When an applicant is ready to complete the application, open their Applicant Profile.

  2. Select the dropdown under Status on the upper right.

    Screenshot: the Status dropdown on the applicant profile
  3. In the Edit Status window, change Inquiry to Applied. Edit the Effective on Date and Notification On Date if needed.

  4. Select Change Status.

    Screenshot: the Edit Status window changing Inquiry to Applied

The family can now open the application form in the parent account under Dashboard > Student Details > Application Checklist.

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