Introducing Form Eligibility | Product Guide
Overview
Institutes often run multiple forms for different programmes, campuses, or applicant categories. Without a way to control who sees which form, every applicant ends up seeing every form on their dashboard — regardless of whether it is relevant to them
The need is simple: the right applicant should see the right form, automatically, without any manual intervention.
With Form Eligibility on Meritto, eligibility decides visibility. Institutes can now show the right form to the right applicant and hide it from those who do not qualify — all based on the information an applicant fills in at registration.
For example, if your institute offers both UG and PG programmes, you can show the PG application form only to applicants who have indicated interest in PG, and the UG form only to those interested in UG. No applicant sees a form that is not relevant to them.
Plan & Permissions
Vertical | Packages | Feature Name |
Higher Ed, Exam, Organisation | Enrollment Cloud / Application Automation Cloud | Application Form Automation |
Ed-Tech, Coaching & Training Institutes, Education Consultants | Sales & Application Automation Cloud / Sales, Marketing & Application Cloud | Application Form Automation |
Note: Users with Edit Form permission will be able to configure form eligibility.
Core Functionalities
Controlling Who Sees a Form
Form Eligibility lets you set a rule on any form to define which applicants can access it. You choose a mode and build conditions using the applicant's profile fields captured at registration.
Two modes are available:
- Show To — the form is visible only to applicants who match the defined conditions.
- Hide From — the form is hidden from applicants who match the defined conditions.
You can add up to 5 conditions per form and choose whether all conditions must match (ALL) or any one is sufficient (ANY).
Key Benefit: Ensures only the right applicants reach the right forms, across all access points — dashboard, direct link, API, widget, and registration redirection.
Configuring Override Eligibility If
In certain scenarios, eligibility rules may be added or updated after some applicants have already started interacting with a form. To avoid disrupting their journey, you can configure Continue Access If conditions.
If any of the selected conditions are met, the applicant retains access to the form even if the eligibility rule no longer applies to them. This works across: Form Initiated, Payment Approved, Form Submitted / Part Submitted
Key Benefit: Applicants already in the process are protected from being blocked due to rule changes made mid-cycle.
Setting an Ineligibility Message
When an applicant does not meet the eligibility conditions, they see a message instead of the form. A default message is pre-filled — "You are not eligible to access this form" — which you can customise to suit your institute's communication style.
Use Cases
Use Case 1: Programme-Specific Forms — UG, PG, MBA, and B.Tech
Higher Education | Programme-Based Eligibility
With Form Eligibility, the institute configures:
- B.Tech Application Form → Show To → Programme Interested = B.Tech
- MBA Application Form → Show To → Programme Interested = MBA
- UG Application Form → Show To → Programme Interested = Undergraduate
- PG Application Form → Show To → Programme Interested = Postgraduate
Each applicant sees only the form relevant to their programme. For institutes with multiple campuses, the same logic applies — a Mumbai campus form can be shown only to applicants who selected the Mumbai campus at registration, while the Pune campus form is shown only to those who selected Pune.
Key Benefit: Incorrect applicants are excluded from forms not meant for them, keeping the application pipeline clean and accurate.
Use Case 2: Managing Multiple Child Enrolment Forms in K-12
K-12 Schools | Parent Registration
A school collects a parent's details at registration, including how many children they are enrolling. Each child requires a separate enrolment form with individual details.
With Form Eligibility, the school configures:
- Child 1 Enrolment Form → Show To → Number of Children = 1, 2, 3
- Child 2 Enrolment Form → Show To → Number of Children = 2, 3
- Child 3 Enrolment Form → Show To → Number of Children = 3
A parent enrolling one child sees one form. A parent enrolling three children sees three forms — one per child — with no manual intervention needed from the admissions team.
Key Benefit: Each parent's dashboard reflects exactly what they need to fill, based on their registration input.
Use Case 3: Special Forms for Domicile Applicants
Higher Education | State-Based Eligibility
Many institutes offer special application tracks, fee concessions, or scholarship forms available only to applicants from a specific state. These forms should not be accessible to applicants from other states.
With Form Eligibility, the institute configures:
- Domicile Scholarship Form → Show To → State = [Eligible State]
Applicants from the defined state see the form on their dashboard. Applicants from other states do not see it at all — or see the configured ineligibility message if they try to access it via a direct link.
Key Benefit: Only eligible applicants can view and submit state-specific forms, ensuring the integrity of domicile-based processes.
Conclusion
Form Eligibility in Meritto gives institutes complete control over which applicants see which forms — based on the information they provide at registration. From programme-specific forms and campus-based segregation to K-12 multi-child enrolment and domicile-based tracks, the feature is built to handle the real complexity of admissions without any technical dependency.
For step-by-step configuration instructions, refer to: How to Configure Form Eligibility in Meritto
For questions or assistance, reach out to your account manager or contact our support team.
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