How do I save a custom application form?

This article shows group managers how to save a customised opportunity application form as a template for use with future opportunities.

Customised application forms are available to Be Collective Plus, Pro and Full Platform subscribers. If your group is subscribed to Be Collective Starter, you can select an application form template but you cannot edit, add or remove questions, or save custom forms.

To learn more about Be Collective's plans, please see Be Collective's product plans & pricing

Saving an application form template you've created can save time in creating new opportunities, particularly if you have a number of opportunities with multiple and similar custom questions you'd like volunteers to answer in their applications.

Save a custom form

1. Open your group management page and create or edit an opportunity

2. Go to Step 3 – Application in the opportunity builder (Create an opportunity: Step 3 – Application)

3. Click Customise to open the application form builder

4. Add all your custom form questions

5. Click Add to My forms in the bottom right-hand corner

6. Enter a name in the Template Name box (e.g. "Initial Form")

7. Click Save

To save over an existing form, check Overwrite existing form and make sure the name you've entered matches the name of the form you wish to overwrite.

You will now see the saved form in the My forms section of the application form builder.

Edit or delete a saved form

To edit the name of a form you've already saved, save it under a new name, then delete the old form under the previous name.

To delete a form, click the bin icon next to the form's name.

For details on customising form fields, see How can I customise my opportunity application form?