Conditional Logic Based on Dates

You can configure conditional logic in fields using dates for comparison. Date logic can be added based on a specific value, today's date, or value from another component.

Supported comparisons

  • after

  • before

  • equal to

  • is between

  • last 365 days

  • last month

  • last week

  • last year

  • not equal to

  • on or after

  • on or before

  • this month

  • this week

  • this year

  • today

  • tomorrow

  • yesterday

Configure conditional logic

  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.

  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 Date field to base the condition on.

    3. Select a comparison - such as after, before, etc. - and then the value.

      • Specific value: Select Specific value and then enter the date in the empty field.

      • Today's date: Select Today's Date.

      • Value from another component: Select Value from another component and then choose the Date field to reference.

    4. Optional - Select the Add or subtract time from the selected date checkbox to add or subtract a number of days, weeks, or years from the specified date.

    5. Add more conditions as needed.

      Tip: Toggle ANY or ALL in the rule to define how conditions are evaluated. For more complex logic, select Add new rule before creating conditions.

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