Create New Forms From Standard Product Templates

Standard product templates - or standard form templates - help you quickly build forms based on best practices. You can create new forms based on these templates, allowing you to fully customize them to your need.

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 Forms tab to view all available forms.
To view all templates, either select the All forms filter and then Standard product templates OR search by the template name.

Note: For a list of available templates, see the FAQs.
Select the ellipsis icon next to the template and then Create form from template.

Tip: Alternatively, you can create a new form and select the template you want to use in Start from template.
In Create Custom Form, update the details for the new form. This includes the form name, description, etc.
To continue, select Create and then...
- Create and go to form - Your new form will open in the Form Builder with all of the same fields and components as the template. You can then update it by adding, editing, and removing components as you see fit.
- Create and import fields - You'll be taken to the Form Builder where you can select Import Form Fields to upload fields in bulk.
- Create and quick add fields - You'll be taken to the Form Builder and prompted to choose the fields you want to include in Quick Add.

Note: Any changes made to a copy of a standard product template are not applied to the original template.

Frequently asked questions (FAQs)

What standard form templates are available?

The forms listed below are available to all clients in UAT and Production. To view all templates, filter the Forms table by Standard product templates.

Form name	Form type	Description
GrantsConnect - Eligibility form	Eligibility	Sample eligibility form to be customized with client-specific information
GrantsConnect - Employee Assistance request form	Request	Sample Employee Assistance grant form
GrantsConnect - Employee Assistance review scoring	Review	Sample scoring form for Employee Assistance grant
GrantsConnect - Grant request form	Request	Standard grant request form
GrantsConnect - Review scoring	Review	Sample scoring review form
GrantsConnect - Sponsorship + CRA request form	Request	Standard Community Reinvestment Act (CRA) sponsorship form Note: The Community Impact (CRA) tab is intended to be used by financial clients to capture CRA information. If you're interested in asking similar details, this section can be modified in a copy of the form.