Manage program eligibility

There are programs that may have strict criteria for eligibility. For example, if an Applicant’s date of birth is earlier than the qualifying year, they are ineligible for the program.

Using eligibility conditions, CiviForm Admins can screen applicants who don't meet the minimum requirements for a program early in the application process, as well as show applicants cases when there is a program they may qualify for, based on their previous answers.

Add an eligibility condition

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar.

3. Click Edit for the program you would like to add a condition for.

4. Select a screen you wish to add an eligibility condition for and click Edit eligibility condition.

5. On the Eligibility Condition page, under New eligibility condition, select the question(s) you would like to use for your condition and then click Add condition.

6. For each question in your condition:

   1. Set the Field data type.

   2. Set the Operator value.

   3. Enter the Value.

   4. Click Save condition.

7. The eligibility condition is displayed on both the Eligibility Condition page and the screen. For example, “Screen 3 is eligible if household size question name Number is less than 2."

Multiple allowable values can be specified for a given set of questions in a condition. For example, if a condition uses two questions, household size (number) and household income (currency), multiple combinations of household size and income pairings can be specified that meet the condition. To add additional value groups, click +Add values on the Configure Eligibility Conditions page and fill in the additional values.

Edit an eligibility condition

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar.

3. Click Edit for the program you would like to edit a condition for.

4. Select a screen you wish to edit an eligibility condition for and click Edit eligibility condition.

5. Click Edit existing eligibility condition.

6. Follow steps in "Add an eligibility condition" for configuring the condition.

Remove an eligibility condition

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar and select a program.

3. Select a screen with an eligibility condition and click Edit eligibility condition.

4. Click Remove existing eligibility condition.

5. Click Return to edit screen #.

6. The eligibility condition is removed from both the Eligibility Condition page and to the screen.

Rules for eligibility conditions

The following rules apply when trying to understand eligibility conditions:

• There can only be one eligibility condition per screen (but can be across multiple questions).

• When using a text field, the value should not be in quotes.

• When using the operators "is one of" or "is not one of" on text values, the text should be in a comma-separated list. For example, blue,green,purple. The eligibility condition fires if the answer to the question is blue or green or purple.

Allowing applicants to submit ineligible applications

By default, eligibility conditions block application submission for ineligible candidates. If you'd like to allow ineligible applicants to submit applications, you can change this in the program settings page. The applicant will not be blocked from submitting an application, but the program admin will still be able to see that the application is ineligible during review.

1. Sign in to CiviForm as a CiviForm Admin.

2. Click Programs on the navigation bar.

3. If the program is not already a draft, you must create a draft of it by clicking Edit. Return to the Programs page after doing so.

4. Click on the dropdown menu corresponding to the draft program.

5. Click Settings.

6. Click on the toggle to set eligibility to the desired behavior.