Create New Currency Fields

Currency fields capture currency and monetary values like those for financial information. They are formatted based on the currency configured for the field - including the appropriate symbol, thousands-separators, and acceptance of decimals and commas.

Tip: Best practice is to use the Cash amount requested standard product field to capture the amount requested by an applicant. In the Form Builder toolbox, this field is available in the Standard Components category.

1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

2. After signing in, select Program Setup in the side navigation and then Custom Forms. Select the Form Fields tab.

3. Select the Manage form fields button and then Add new.

4. In Add New Form Field, enter your field's details as outlined below.

   Add field name and default label

   1. Enter the field name.

   2. Optional - Enter the default label. This will automatically be used as the label when the field is added to a new form.

      Tip: If no default label is provided, the field name will be used as the label instead. This can be updated at any time. For more information, see Update Labels and Descriptions.

    

   Enter field description (Optional)

   1. Optional - Enter a brief description. This is only used for reference and does not appear in the form.

    

   Set field type to Currency

   1. Select Currency as the Type.

    

   Specify default minimum or maximum values (Optional)

   1. Optional - To limit responses to a default value or range, enter the Default minimum value or Default maximum value.

      Tip: This can be updated at any time by editing the field. When editing a field, changes will only be applied moving forward when the field is newly added to a form. Updates will not impact any instances of the field already on a form. For these instances, it’s recommended to manually update the field settings in the respective forms.

    

   Update key

   1. The system automatically creates a unique key based on the field name. To update it, edit the value in the Key field.

    

   Specify audience

   1. Specify the audience - Applicant or Grant Manager.

      • Applicant - This field can be added to both Applicant and Grant Manager forms. On Grant Manager forms, they'll be read-only.

      • Grant Manager - This field can only be added to Grant Manager forms.

        Tip: By default, Grant Manager fields are multi-response to better accommodate multiple reviewers. To enforce storing only one response, select the Field will store one answer per application option. If enabled, multiple users can complete the field but may potentially overwrite responses.

    

   Select category (Optional)

   1. Optional - Assign the field to a category. This can be used when filtering and organizing the field on forms and reports.

      Note: If no category is selected, the field will be saved under the Other category by default.

      Tip: To create a new category, select Add new category below the Category dropdown.

    

   Set as a Table field (Optional)

   1. Optional - To use this field in Table fields, select the This is a table field option.

      Note: If enabled, this field will not appear as a standalone field in the Form Builder. Instead, it will be available to include in Table fields. Table fields are a collection of form fields that're displayed in a table format. They can also be completed multiple times.

    

   

5. Select Save to create the new field.

 

Define accepted currencies

By default, this field allows applicants to select their desired currency. To limit their choices to a specific currency, update the Details configuration of the field component in the form.

1. Add the field to a form using the Quick Add tool, Form Builder toolbox, or Import tool.

2. In the Form Builder, hover over the field and select Edit component from the toolbar.

3. In Configuration, select the Details tab and then find the Currency type field. From the dropdown, select Use the following currency.

4. In the Currency field that appears, select the currency to use.

   

5. Select Save to update the field configuration.

6. Save your changes in the Form Builder before closing.

 

Preview the field

After creating the Currency field and adding it to a form using the Quick Add tool, Form Builder toolbox, or Import tool, it's recommended to configure its form component settings. This ensures it's set up properly before you begin collecting responses. You can then preview the form to see how the field will appear to your users, as shown below.

All currencies accepted The field accepts all currencies by default. Currency type is set to Allow applicant to change to their desired currency. Applicants can then select their currency from a dropdown next to the field.
Currency limited to USD The field is limited to a specific currency. Currency type is set to Use the following currency with USD selected. Applicants can only enter amounts in the defined currency.

 

Frequently asked questions (FAQs)