FIGR / UI TEMPLATE

Beneficiary Intake Forms

Collect program eligibility details with consent and minimal personal data.

Use this form screen as a reference when you design Nonprofit & Grantmaking software that already has existing flows and rules. The sample names and metrics are fictional.

Beneficiary Intake Forms

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At a glance

Screen

Form

Primary action

Review applicant

Pattern

form workflow

State

Default, Selected, Filtered, Empty, Warning, Success

Design system

Independent UI reference; no 1mg design system

What this screen helps with

Collect program eligibility details with consent and minimal personal data. The user needs to review applicant without losing the current task context.

What to look for

Areas: Program Overview, Grants, Donors, Volunteers. Metrics: Active programs, People served, Grants in review. Record fields: Program code, Grant owner, Region.

States to consider

Default, Selected, Filtered, Empty, Warning, Success. Also plan for access restrictions, stale values and failed saves wherever they affect this workflow.

Where it fits

Program Overview → Beneficiary Intake Forms → Review applicant

Patterns in this screen

form, filters, status, record detail

UX choices to review

State what each field needs. Keep entered values if the user leaves a step or a save fails.

Try the main action, review applicant, with a sample case such as INT-041 · assistance request.

Include clear next steps when records are empty, access is restricted or a change fails to save.

Try a similar screen in Figr

Help me improve the Beneficiary Intake Forms workflow inside my existing product. Use our current screens, design system, business rules and user context. Explore default, selected, filtered, empty, warning, success, then give me an editable design that fits our product.

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