Form Due Dates – Foundant Technologies

Form due dates can be added to the LOI, Application, and Follow Up forms in a process to control when applicants can submit forms. Due dates can be set as specific dates with hard or soft deadlines, or set to "Not Using" for no deadline. Follow Up Auto Due Date provides guidance on additional due date options. Form due dates only affect the specific form they are assigned to and are not impacted by process start and end dates.

User Role: Administrator

Use Form Due Dates to:

Set hard deadlines that prevent applicants from submitting forms after a specific date and time.
Establish soft deadlines that notify applicants of the deadline but still allow late submissions.
Control submission windows for different stages of the application process independently from the overall process dates.
Edit individual applicant due dates when exceptions are needed without changing the deadline for all applicants.
Manage follow up form submissions by setting automatic due dates based on approval or other triggers.

Add a Form Due Date

To add a form due date to a process stage, navigate to the process, select the stage, and configure the due date type and deadline settings.

Click Tools in the upper navigation bar, then click Process Manager.
Click the name of the process.
Click on the process stage.
- Form due dates can be added on the LOI, Application and Follow Ups stages.
Click the Choose Type drop-down menu, and select Not Using or Specific Date.
- Not Using - There will be no set due date for the form.
- Specific Date - This makes the form available until a chosen date and time
  - Click the Date field to update the due date and time.
  - Adjust the time zone by clicking the drop-down menu and selecting the time zone. The time zone will default to the time zone selected in site settings.

The deadline can be set as a Hard Deadline or Soft Deadline. Click the toggle to set a hard deadline. This means no applicant will be able to submit after the deadline.
- Having a Soft Deadline, or not clicking the toggle, means that applicants will be notified of the deadline, but will still be able to submit a request after the deadline has passed.

A hard deadline set in the LOI, Application, and Follow Ups stages or an administrator abandoning the request would prevent the applicant from submitting a form from the corresponding stage. Toggling the process off alone does not prevent applicants from submitting a form.

Edit an Individual Applicant's Form Due Dates

To edit the form due date for individual applicants without affecting all applicants in the process, access the due date editor from the process stage and update the dates for selected users.

On the process stage, click the pencil icon next to the Hard Deadline toggle.
Check the box for each applicant whose form due date will be updated, update the date and time, update the time zone if applicable, and then click Save.