File Upload Fields

File Upload fields allow users to provide a digital file within a form. This includes images, Microsoft Word documents, PDFs, and more.

Tip: For more information about accepted file sizes and formats, see Guidelines for File Uploads and Attachments.

Create new File Upload fields

Tip: Before creating a new field, first filter the Program Setup > Custom Forms > Form Fields tab by Standard product fields to see if there's an existing field you can use. These fields integrate with other standard product templates like forms, dashboards, and reports.

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 the Add New Form Field screen, enter the field details as outlined below.

   Add field name and default label

   1. Enter the field name.

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

      Tip: If Default label is left blank, the field name is used instead. Update this at any time by configuring the component in the form.

    

   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 File Upload

   1. Select File Upload as the Type.

    

   Specify if multiple files are supported (Optional)

   1. Optional - Select Supports multiple values to allow users to upload more than one file at a time.

      Note: If this option is enabled, this field cannot be used as a Table field.

    

   Update key (Optional)

   1. Optional - The system automatically created a unique key based on the field name. To customize it, edit the value in the Key field or select Generate unique key to reset it to the field name.

      Tip: The key's used to connect fields to an API. It also helps to distinguish between fields with similar names when managing fields in bulk, configuring custom data tables, creating reports, and more.

    

   Specify audience - Applicant or Grant Manager

   1. The audience determines which forms the field can be used on - Applicant or Grant Manager forms. Specify which audience this field applies to by selecting one of the following options.

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

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

        Tip: Should you select Field will store one answer per application? By default, Grant Manager fields are multi-response to accommodate multiple reviewers. Select this option to enforce storing one response only. If enabled, multiple users can complete the field but only the latest response will be stored.

    

   Select category (Optional)

   1. Optional - Assign the field to a category.

      Tip: Categories can be used for filtering and organizing the field on forms and reports. If no category is selected, the field is automatically saved under the Other category.

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

    

   Set as a Table field (Optional)

   1. Optional - Select the This field is a table field option to designate the field as a Table field.

      Note: A Table field is a collection of form fields that can be completed multiple times and displayed in a table format. When selected, this field will not appear in the Form Builder.

      Tip: This option will not be available if Supports multiple values is enabled.

    

   

5. Select Save to create the new field.

 

Frequently asked questions (FAQs)