Form Due Dates – Foundant Technologies

When adding a form to a process, you will see the option to add a due date to the form for LOI, Application, and Follow Ups process stages. This due date option can be set to Not Using or a Specific Date. 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 will not be affected by a Process Start and End Date.

Add a Form Due Date

Click Tools in the upper navigation bar, and 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

Edit an individual user's form due dates instead of using the Hard Deadline toggle for all applicants.

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.