The new form engine is designed to be easier and faster to use, as well as to bring you more flexibility and functionality. For a general overview of what to expect, we recommend you visit this webpage, and if you haven't already, to watch the two minute video below, which showcases the most important changes:
For a detailed list of every nuance, refer to this article.
There are a few important changes to note about creating your program workflow.
Projects: Your form now lives in a Project. Projects work largely as Forms used to, housing general settings, assignments, and your review process. Find Projects on the top navigation bar. To launch a new opportunity, you'll create a Project, and then add your Initial Form on the General Settings tab.
👉NOTE: Find all of your previous or live "Forms" under Projects.
Forms: Instead of the "Form Designer" or "Review Designer" tabs (which used to be under Forms), you'll now create or edit all types of forms on the Forms tab, on the top navigation bar. Under Forms, an Initial Form replaces the former "Form Designer" tab.
👉NOTE: Find all of your previous or live "Form Designer" or "Review Designer" forms under Forms.
Review Workflow: All reviews will now live in a stage. On the Review Workflow tab of your Project, you'll create and name your stage of review, and choose the review type: yes/no voting, custom review, or the new "No review required" option. Create as many stages as you like.*
👉NOTE: Former Custom Review forms will be automatically placed into a stage called "Custom Review Stage." Former ratings will be automatically placed into a stage called "Rating Stage."
The new Submittable includes these new features we think you'll love.
Eligibility Forms* let you screen applicants for your eligibility criteria before they continue to your form.
Charity Check* provides real-time information based on a nonprofit's EIN number, powered by Candid (formerly Guidestar).
Shareable Reviews* gives you the ability to share reviews directly with submitters within the app.
Collaborative Submissions* lets you allow submitters to collaborate in real time on a collective application.
Key Enhancements at a Glance
Here's a quick overview of some the enhancements we think you'll be most excited about.
Duplicate form fields. Find it in the top right corner when a form field is selected.
Custom auto-labels: The option to apply an internal term to auto-labels.
Custom branching: Name your branches for improved usability.
Tables: Tables can now be made Required or labeled Concealed.
Field instructions: Instruction fields now support rich-text formatting, including hyperlinks, image, and video.
Exclude Concealed questions: For concealed reviews, decide whether to exclude the questions and answers completely, or let the reviewer know the response was hidden by marking it as "Concealed."
Preview: Use the new Preview shortcut as you work to see your form from the submitter perspective with one click.
Lock Additional Forms: Additional Forms can now only be edited when you give an applicant specific permission. By default, they will "lock" after submission.
Lock ratings: Yes/No/Maybe Voting ratings may now only be edited if reviews are open to editing.
Certain Submittable capabilities will look just a little different. Here's a chart mapping the classic Submittable feature to its equivalent in the new form engine, plus a handy reference for everything that's new.
Updates to Form Fields
Note: If you delete or edit the format of a form field in the new form engine, previously entered data will be deleted from existing submissions and draft submissions. Submitters with saved drafts will see the newest version of the form. (This is different from the old form engine, where a deleted form field would not be deleted from a submission.)
Document Request form field
You can now create a full Reference Form using the form builder for third party references. Add the Reference Form form field to your Initial or Additional form. You can also include a custom message for each reference.
Title form field
Now Add Submission Name checkbox, located at the top of the form.
Text Box form field
Now the Short Answer form field, which can be limited by character or word count. (For data validation for number, date, or email, use the corresponding new Form Fields.)
Text Area form field
Now the Long Answer form field, which can be limited by character or word count. You may also give submitters the ability to use rich text formatting by selecting the “Allow Rich Text Editing.”
Dropdown form field
Now the Dropdown List form field. You may now also upload a list, interact with items after uploading (edit/delete), enable branching, and add a payment for each selection.
Checkbox form field
Now the Single Checkbox form field. You may now add a payment to the selection.
Checkbox List form field
Now the Multiple Response form field. You may now also upload a list and interact with items after uploading (edit/delete), and add a payment for each selection.
Radio List form field
Now the Single Response form field. You may now also upload a list and interact with items after uploading (edit/delete), and add a payment for each selection.
Horizontal Line form field
Now the Divider form field.
URL form field
Now the Website form field.
Cover Letter form field
The Cover Letter form field has been sunsetted. Previously accepted Cover Letters will be converted to a Long Answer form field. You will no longer see the Cover Letter in email notifications.
Select List form field
The Select List has been replaced with the ability to upload a list directly into the Dropdown List or Multiple Checkbox form fields. Uploads may now be edited or deleted, and branching may be enabled.
Text Block form field
Now Text Only form field, with support for rich text formatting, hyperlink, image, and video. Note: if you had previously written code in the Text Block, it may be converted to plain text.
Table form field
Tables can now be made Required or labeled Concealed. Tables will also now appear embedded in the submission detail view (rather than as a .pdf file attachment as before).
File Upload form field
You may now add a payment to be charged per file upload.
Name form field (New)
You may now ask for a name which will prompt the submitter to enter a first and last name.
Address form field (New)
You may now ask for an address which will prompt the submitter to enter a country, two lines of address, city, province, or region, and zip or postal code.
Email form field (New)
You may now ask for an email address which will be data validated. (Replaces former data validation on the Text Box.)
Number form field (New)
You may now ask for a number which will be data validated. You may optionally mark the number as a percent or currency (choose from 118 options), set a minimum or maximum, or add a payment, which will multiply the price by the number entered. (Replaces former data validation on the Text Box.)
Date form field (New)
You may now ask for a date which will be data validated to a MM/DD/YYYY format and optionally set a date range. (Replaces former data validation on the Text Box.)
Charity Check* form field (new)
You may now ask for an organization's EIN number. Our integration with Candid (formerly Guidestar) will then pull data on the organization, viewable by both you and the applicant. Learn more.
Updates to Form Field Options and Settings
Duplicate form fields (New)
You can now duplicate form fields. With a form field selected, click the double duplicate box in the top right corner.
Internal Fields form field option
Rather than mark individual form fields as “Internal,” you may now create a full Internal Form to supplement submissions. Internal Forms may not be Concealed.
Auto Labels form field option
You may now give Auto Labels custom names for improved usability. This is recommended for Yes/No questions, responses with over 25 characters, or anytime you wish to give a label an internal value. After selecting Auto Label, select Use custom label and add custom labels in the “Add Label…” box by each response. Learn more.
Enable Branching form field option
You may now name branches for improved usability. Click Enable Branching, enter the branch name, then click Create Branch.
Price/Add Fee Option setting
A flat submission fee has been moved from the General Settings tab to the form builder. Use the Add Submission Fee checkbox at the top of the form.
Add Optional Payment setting
Rather than use this setting, you can now add optional payments to many individual response choices. Learn more.
Gallery* form field option
Form fields to include in your Gallery are now chosen on the Gallery tab.
Conceal Response form field option
On the Notifications tab, you may now decide whether to exclude Concealed form fields (question and answer) completely, or let the reviewer know the field was hidden by showing the question and marking the response as "Concealed."
Preview tool (New)
Use the new Preview shortcut in the top right as you work to see your form from the submitter perspective with one click.
Form Field Description
Now labeled Instructions for Submitter, and now supporting rich-text formatting, hyperlinks, image and video. Note: if you had previously written code in your description, it may be converted to plain text.
Using the Conceal Response form field option in branching
When a form field is concealed and begins a new branch, now, all form fields within that branch will also be concealed.
Additional Form Request Name
This has been sunsetted.
Primary Forms are now called Initial Forms.
Updates to Reviews
Yes/No/Maybe Voting ratings may now only be edited when the review workflow has enabled editing.
Reviewing a submission as an administrator without being assigned
Administrators must now be assigned to a submission in order to leave a review.
Editing reviews as an administrator
Administrators may now only edit their review when the review workflow has enabled editing.
The Unlock review capability for administrators has been sunsetted. Administrators may edit reviews when the review workflow has enabled editing.
Complete review button
To leave a review, reviewers will begin by clicking the new Complete Review button.
For the purposes of data integrity, the new Submittable does not allow administrators to view draft reviews that have not been submitted by the reviewer. As such, as part of the upgrade, draft reviews will be deleted if they 1) were unassigned to the reviewer who created them, or 2) were created by a reviewer who is no longer a team member on your plan.
Updating submissions as an administrator
The new Submittable will not allow an administrator to "update" the content of a submission. This change was made for the purposes of data integrity. Following the upgrade, we recommend you open the submission for editing, and ask the applicant or submission creator to make the desired update. Learn more about how to do so here. Alternatively, the use of an Internal Form may solve the need to supplement or reformat a submission. Learn more about Internal Forms here.
Updates to Forms with Multiple Currencies
The new Submittable will only support a single currency payment type per form. If one or more forms on your account have previously received submissions to a form in multiple currencies, you can change those forms to a single currency before the upgrade. Learn how to do so here. Otherwise, at the time of your account upgrade, the currencies on these forms will be changed to US dollars.
Update to Emailing Submissions
The new Submittable will no longer support the “Email Submissions” feature. This change was made to improve our user experience, due to the complexity of the feature and the relatively low value it adds. Following the upgrade, we recommend that any submissions you may have previously received over email transition to submitting through your regular forms.
*Some features may not be available to all organizations based on your subscription. To upgrade, contact your account manager.