Note: Bonterra no longer offers Apricot for Funders, and related features are no longer supported by our Product and Development Teams. For that reason, the information in this article may in some cases not reflect current functionality. Apricot for Funders is still supported by the Apricot Support team for existing clients on the platform. Please reach out to the Apricot Support Team with any questions you may have about Apricot for Funders that are not answered here.
Because the AFF form structure requires three different Tier 1 forms (Applicant Profile, Application Intake, and Reviewer Profile) you will need to use linking fields to create a way for these forms to be connected. Without a Linking Field, these forms will remain unconnected.
AFF Funders use a Linking Field to connect Applicant Profile forms to their appropriate Application Intake forms, and to connect Reviewer Profile forms to their appropriate Review Scorecard forms.
Add a Linking Fields to Application Intake Form
Before an Application Intake form can be published, a Linking Field must be added and configured.
The Linking Field must connect the Application Intake form to the Applicant Profile form.
Linking Field in Action
When an applicant fills out the Application Intake form, they will have the opportunity to use the Linking Field to find and make a connection to their own Application Profile record.
Add a Linking Field to Review Scorecard
Before a Review Scorecard form can be published, a Linking Field must be added and configured.
Configure the Linking Field
The Linking Field must connect this form to the Reviewer Profile form.
Linking Field in Action
When a reviewer fills out a Review Scorecard form, they will have the opportunity to use the Linking Field to find and make a connection to their own Reviewer Profile.