Create New File Upload Fields

A File upload field allows applicants or Grant Managers to provide a digital file - such as grant agreements, tax forms, etc. - within a form.

Note: This field can be used in both Applicant and Grant Manager forms.

Tip: Before creating a new field, it is recommended to first check the standard product fields to determine if it is already in the system. Learn more.

1. Navigate to the Program Setup > Custom Forms area.

2. Select the Form Fields tab.

3. Click on the Manage form fields button and then the Add new option.

4. In the Add New Form Field screen, provide the following information.

   

   1. Enter a name for the field.

   2. Optional - Add a default label to the field. This will automatically be used as the label instead of the field name when the field is added to a form.

      Note: For more information, see Update Labels and Descriptions.

   3. Optional - Provide a brief description.

   4. Select File upload as the Type.

   5. Optional - Enable the Supports multiple values option to allow users to upload more than one file.

   6. Provide a unique key for the field.

   7. Specify the audience.

      • Applicant - These fields can be added to Applicant and Grant Manager forms (view only).

      • Grant Manager - These fields can only be added to Grant Manager forms.

        Tip: By default, Grant Manager fields are multi-response to better accommodate multiple reviewers. You can enable the Field will store one answer per application setting to enforce storing only one response for this field instead of multiple responses. If enabled, multiple users can complete the field but potentially overwrite your responses.

   8. Optional - Choose a category to be used when filtering and organizing the field on custom forms and reports.

      Note: If the category has not yet been created, click on the Add new category button to create it. If no category is selected, then the new field will appear under the default category Other.

   9. 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.

      Note: This option will not be available if the option to allow multiple values is enabled.

5. Click Save to create the new field.

 

Frequently asked questions (FAQs)