When adding a new question to a form, you are required to choose a visibility option.
The selected question visibility label appears next to the question when editing the form.
Visibility Options
- Everyone - Questions with this visibility type are completed by applicants.
- Visible to users with any role.
- If this visibility is selected for a question within a third party group, it is visible to all users except the applicant.
- Can be a shared question.
- Appears in all print packets.
- Visible to users with any role.
- Applicant - Questions with this visibility type are completed by applicants.
- Visible to users with the applicant, administrator, grants manager, or auditor role.
- Can be a shared question.
- Internal - Questions with this visibility type are completed by evaluators, board members, or administrators.
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If the required type for the question is set to Required, it must be completed before the form can be marked complete.
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If the required type is set to Optional, it can be completed at any point, even if a decision has been entered for the request.
- Visible to users with the evaluator, board member, administrator, grants manager, or auditor role.
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- Administrators - Questions with this visibility type are completed by administrators.
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If the required type for the question is set to Required, it must be completed by an administrator before the form can be marked complete.
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If the required type is set to Optional, it can be completed at any point by an administrator, even if a decision has been entered for the request.
- Visible to users with the administrator, grants manager, or auditor role.
- Can be a shared question.
- Included in administrator print packets only.
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- Third Party - Questions with this visibility type are completed by third party responders.
- Visible to users with the administrator, grants manager, or auditor role, and to third party responders.
- Can only be a part of a third party question group.
The table below outlines which user roles can see questions with each visibility option.
- In the table, Administrators includes users with the administrator, grants manager, or auditor roles.
Question Visibility | Applicants | Evaluators | Administrators | Third Party Responders |
Everyone |
X | X | X | X |
Applicant | X | X | ||
Internal | X | X | ||
Administrators | X | |||
Third Party | X | X |