The Manage Forms area lets your team view, edit, preview, and export grant application forms directly from the Configuration menu. This self-service capability removes the need to submit change requests to Benevity for routine form updates, giving your team faster control over form content as your grantmaking program evolves.
Accessing Manage Forms
To use Manage Forms, your account must have the required permissions to access both the Configuration menu and the Manage Forms entry within it. If Manage Forms does not appear under Configuration, contact support to request access.
Once your permissions are in place:
- Select Configuration in the header navigation.
- Select Manage Forms.
The Manage Forms grid opens, listing all forms currently linked to at least one program.
Browsing, searching, and filtering forms
The Manage Forms grid displays every form linked to at least one active program. Forms that are not assigned to any program, or that have been deleted or deactivated, are not shown.
The grid has three columns:
- Form name: the display name of the form. Select the name to open the form details.
- ID: the form's unique identifier.
- Used in programs: the programs currently using the form. Long lists collapse to the first five entries, with a Show more / Show less toggle.
Above the grid, you can:
- Search by keyword using the search bar. The search matches against form name, form ID, and program name.
- Filter by program using the Used in programs multiselect.
- Sort by Form name or ID.
Search, filter, and sort can be combined and are preserved when paging. Use the pagination controls at the bottom of the grid to adjust how many rows appear (10, 25, 50, or 100 per page).
Exporting forms
Manage Forms lets you export form question details as a spreadsheet for offline review or record-keeping. The exported file includes each question's label, answer options, and display conditions.
- To export all forms, select Export – All.
- To export specific forms, select one or more rows in the grid, then select Export – Selected.
A confirmation notification appears when the export completes successfully, and the file downloads as an xlsx file. An error notification is shown if the export fails.
Editing forms
Select a form name in the grid to open its Form Details page. This page shows the form's pages and the questions on each page. A side panel offers three actions: Preview, Properties, and Review History.
Editing form properties
- Select Properties in the side panel.
- Update the form name, description, or both.
- Select Save.
After saving, the form details page reloads with the updated information.
Editing a page title
- Select the page whose title you want to update.
- Select the page title to activate the inline editor.
- Enter the new title and select Save.
The page details refresh to reflect the updated title.
Editing a question
- Select the question you want to update.
- Update the question's attributes in the editor. Editable fields vary by question type and may include the label, answer options, and display conditions.
- Select Save.
After saving, the form details page reloads to reflect the change.
Previewing a form
The Preview action opens the form in preview mode, showing questions exactly as they appear to applicants.
- Select Preview in the side panel.
- Optionally, associate the preview with a specific proposal or organization so that any smart expressions on the form resolve against real data.
- If neither a proposal nor an organization is available, select Proceed without a proposal or Proceed without an organization to continue with a generic preview.
The form preview opens in a separate view.
Reviewing form change history
The Review History action opens the change log for the form, listing edits over time so you can audit who changed what and when.
- Select Review History in the side panel.
- Review the list of changes. Each entry shows the change description, the date it was made, and the user responsible.
Understanding editing suspension
Benevity may temporarily suspend form editing when your internal support team is actively working on a change request you submitted for your forms. Suspending editing during this time prevents conflicting changes from being made to the same area simultaneously, ensuring that the work in progress is completed accurately before you resume making edits.
When a suspension is in effect, a warning banner appears at the top of the form details page and editing actions (such as modifying properties, page titles, or questions) are disabled. Read-only actions such as opening forms, previewing, reviewing history, and exporting remain available.
The banner indicates that editing is temporarily unavailable while work is in progress and that access will be restored once complete. If you have questions about a suspension or want to check on the status of your request, contact your Benevity support team.