Picklist Groups

Picklist Groups allow users to select multiple options from a Picklist and assign a numeric value - either a number or percentage - to each selected option. This field type can be used to collect more precise data, adding a level of granularity that aids in reporting.

Tip: For examples of use cases and when to use Picklist Groups instead of Field Groups, see the FAQs.

Create new Picklist Group fields

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 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 Picklist group

   1. Select Picklist group as the Type.

    

   Specify how data will be collected - number or percentage

   1. In How will data be collected?, select one of the following options:

      • Number - Applicants must enter their responses in number format. Responses are not required to total a specific value.

      • Percentage - Applicants must enter their responses in percent format. Responses must add up to 100%.

    

   Select the custom data table

   1. Choose the custom data table - either a custom data table or standard product data table - to use for this 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.

    

   Mask responses (Optional)

   1. Optional - Select the Field masking option to only allow Grant Manager users with the Grant Applications - Can View Masked Data or Grant Applications - All permission to view responses.

      Warning: Masked responses are hidden from all areas of the application, including forms, reporting, email previews, and document templates. For more information, see How do I protect sensitive data in forms?.

    

   

5. Select Save to create the new field.

 

Preview the field

After creating the new 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 collecting responses. You can then preview the form to see how the field will appear to users, as shown below.

Data	Description	Example
Number	Users can input a numeric value for each option. Options are not required to add up to a specific value.
Percentage	Users can input a percentage for each value. Options must total 100%.

 

Frequently asked questions (FAQs)

Use cases

 

Field configuration

 

Field responses

 

Reporting

 

Workflow automation