Application setup

Application setup tells applicants how their application is progressing and what options they have. The attached application flow collects answers and uploads.

How do the rules work?

You can set Application terms for your workspace, for a type of application, or for one item's Apply action. When an item has its own terms, customers see those; otherwise they see the terms for its application type or your workspace. Open form only collects answers and has no Application setup. New applications keep the terms they started with. Publishing a change later does not rewrite them.

Progress events are fixed: Received, In review, Approved, Not approved, Withdrawn and Completed. You can change the wording and expected timing shown to applicants. The expected decision time is guidance, not an automatic deadline. Private eligibility guidance stays with your team; only guidance marked Show customers appears in customer answers. The action's eligibility checks determine who can actually start.

How do I change the rules?

Open Forms, then Application settings.

1. Choose all application types or the type you want to change.
2. Enter customer wording, expected time, withdrawal options and any fee. Choose the fee's currency explicitly. Edit the attached flow to change questions or uploads.
3. Save a draft while you work. Choose Publish and review the effect before applying the rules to new applications.

Saving needs permission to change Forms settings. Publishing also needs permission to publish Forms. If someone else edits the same rules, reload them before trying again.

For an item, open Customer actions, save its Apply action, then choose Application setup on that action.

This also requires Catalog edit or publication permission. Saving a draft changes only Application terms. Publishing them makes them effective for future launches from that Apply action; it does not publish the item or action. An action with saved terms cannot be deleted because its history must remain available.

Why can't an application be withdrawn here?

• You turned it off: customer withdrawal is disabled in the terms the application started with, or its allowed stage has passed. Your team can review the request.
• The application is no longer eligible: an approved, rejected, resolved or already withdrawn application cannot use the open-application withdrawal path.
• A payment needs attention: a withdrawal fee or application-fee refund needs to be handled in Payments before the withdrawal can finish. Don't tell the customer money was collected or refunded just because the rules mention it.
• Qcom could not complete the change: review the current application before trying again. A completed withdrawal is recorded on that exact application.

When additional information is allowed and the application has not been decided, the customer can give Qyra the text to add. Qyra reads it back and asks for confirmation before adding it to the application. The original answers and review decision stay separate. Reviewers can open Customer added information in the application's timeline on web or mobile; viewing its protected content is recorded in the audit trail.

Related

• About Forms and Cases
• Collect your first application
• Decide what happens after someone submits