Conditional Logic Using Custom Data Tables

Conditional logic in forms and fields can be configured to use custom data tables as your comparison type. Adding conditional logic to fields based on data tables allows you to evaluate responses against a long list of values without needing complex ANY or OR rule statements.

What to expect

  • Condition comparisons include: found in custom data table and not found in custom data table.

  • This comparison is for single response fields only. Fields that accept multiple responses are not supported.

  • Only Number, Text, Picklist, and Radio button field types are supported.

  • The data table referenced in the logic does not need to be included in the form itself.

Configure conditional logic using custom data tables

  1. Access the Grant Manager Portal - Navigate to yourcausegrants.com or your client URL. Sign in using your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

  2. Open the Form Builder - From the side navigation, select Program Setup > Custom Forms. Click the ellipsis next to the form and choose Edit.

  3. Edit a Form Component - In the Form Builder, hover over the field and select Edit component.

    Tip: The field must accept single responses only. Multiple response fields are not supported.

  4. Configure the Component - Choose a tab based on what you want to configure:

    • Validation: Under Advanced Validation, click Manage custom validation to define when the component is valid.

    • Display: Select Manage conditional logic to set rules for when the component is shown.

    • Set Value: Select Add new rule to define the field's value.

  5. Build Conditions and Rules - In the Manage Custom Validity or Manage Conditional Logic modal:

    1. Select Add condition.

    2. Choose the field to base the condition on.

    3. Select a comparison: found in custom data table or not found in custom data table.

    4. Choose the data table to reference from the dropdown.

    5. Add more conditions as needed.

      Note: Use the ANY or ALL toggle in the rule to define how conditions are evaluated.

      Tip: For more complex logic, select Add new rule before creating conditions.

    Manage Conditional Logic modal that includes a condition stating Department name found in custom data table Business Units.

  6. Save Your Changes - Select Save in the Configuration modal and then save the form to finalize your changes.

Frequently asked questions

An example of this feature in use is when a grant manager wants to show or hide File upload fields based on an applicant's process level.

To set this up:

  1. Add a field to the form where the applicant enters their process level OR use an Employee SSO field as a reference.

  2. Create a custom data table that lists all process levels.

  3. Configure conditional logic on the File upload field (Display) to only show when the response in the relevant field is found in the data table.

Results:

  • If the process level is found in the data table, the File upload field is shown in the form.

  • If not found, the File upload field is not shown.

 

  • Ensure the field is set to single response.

  • Confirm the correct data table is selected.

  • Verify the values in the data table match the format of the field input.

  • Test the form with sample data to confirm expected behavior.

 

Yes. As long as the data table is accessible in the system, it can be reused across forms.

 

Logic referencing the data table will automatically reflect the updated values.