Edit Standard Product Fields

Only specific details like Name, Default label, and Category can be changed when editing standard product fields. Details like Field type and Audience cannot be updated.

Warning: Any edits made to these fields will be applied to all users in your organization. To avoid overwriting these fields for others, you can create a copy of the product field instead. Keep in mind that copies are not automatically integrated into other standard product templates like dashboards and Ad Hoc reporting.

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.
After signing in, select Program Setup in the side navigation and then Custom Forms.
In Custom Forms, navigate to the Form Fields tab to view all available fields.
To view all templates, either select the All form field types filter and then Standard product fields OR search by the field name.
Select the ellipsis icon next to the field and then Edit.
In Edit Form Field, makes changes to the field details as needed.

Note: See the FAQs for a complete list of the field details that can and cannot be edited. This includes those details specific to each field type.
Select Save to save your changes to the standard form field.

Frequently asked questions (FAQs)

Which field details in a standard product field can be edited?

Details for all field types

Field detail	Can it be edited?
Name	Yes
Default Label	Yes
Description	Yes
Key	No
Type	No
Audience	No Note: This also applies to the Field will store one answer per application setting which cannot be edited.
Category	Yes
This is a table*	No
Additional field encryption*	No
Field masking*	No

*These settings may not be available for all field types.

Details for specific field types

Field type	Setting	Can it be edited?
Aggregation	Form field	No
Aggregation	Aggregation type	No
Field group	How will data be collected?	No
File upload	Supports multiple values	No
Picklist	Custom data table	Yes
Picklist	Supports multiple values	No
Select boxes	Custom data table	Yes
Text	Formatting	No
Text	Supports multiple values	No
Text area	Supports rich text formatting	Yes
Text area	Supports multiple values	No

Note: For Table fields, none of the field-specific settings can edited in standard product fields. This includes the fields assigned to the table, their labels, and whether they're required or show in the table.