Opportunity Custom Fields – Foundant Technologies

Custom fields record additional information about grant opportunities. Commonly added custom fields include the following:

Program/Service
Fiscal Year for Grant
Link to Application
PI (Principal Investigator)
- This is the person in charge of a specific program for which the grant is needed.
Primary Contact
Match/No Match
Program Code
- This could be a checkbox list of codes.
Award Details
- This could be a checkbox list of requirements such as quarterly report, final report, etc.
- This field can then be added as a column on the Grant Opportunities page to filter the list to view grants with a certain requirement.
Working Document
- This can capture the link to a working document, such as in Google Drive, for collaborating on the application.

It is recommended to provide as much clarity and detail as possible in a custom field label and instructions. This is helpful in the event of staff turnover.

Create a Custom Field

Navigate to Grants and click Opportunity Custom Fields on the navigation bar.
Click Create Custom Field.
Enter the applicable Create Opportunity Custom Field information, and then click Create Opportunity Custom Field. In-system asterisks indicated required fields.
- Label - The name of the custom field.
- Instructions - Instructions for completing the custom field.
- Type - Determines how the information for the custom field will be captured. There are four types.
  - Text Box - An open-ended way of capturing specific information.
    - A text box type could also act as a note for the opportunity; however, a notes section is already provided.
  - Dropdown - Used to create options for selections displayed in a dropdown menu.
  - Checkbox List - Used to create options for multiple selections displayed in a checkbox list.
    - Examples: Donor status, member status, volunteer interest, or first time visitor status.
  - Date - Captures specific date information by using a calendar option from which to select month, day, and year.
- Required - Check this box if the custom field will be required.
- Opportunity Type - Select the opportunity types on which the custom field can be displayed.
  - Multiple opportunity types can be selected.
  - Opportunity Types for grant opportunities are set up in Types & Statuses from the Grants page navigation bar.

Add Custom Fields to an Opportunity

Navigate to Grants and click Opportunities on the navigation bar.
Click the opportunity name.
Click Edit.
Enter the applicable custom field information, and then click Update.
- Only custom fields that have been set for the selected opportunity will display in the list on the Details tab.
- Some custom fields can be set to display on all opportunity types while others can be set to display on only a few.

Edit and View a Custom Field

Navigate to Grants and click Opportunity Custom Fields on the navigation bar.
Click the custom field label.
Click Edit.
Update the applicable Edit Opportunity Custom Field information, and then click Update.
- The custom field type cannot be edited. If the custom field type needs to be changed, create a new custom field.

Inactivate Opportunity Custom Fields

When a custom field is inactivated, it will no longer be visible when creating or viewing an opportunity.

Inactivate From the Opportunity Custom Fields Page

Navigate to Grants and click Opportunity Custom Fields on the navigation bar.
Click the toggle in the Active column of the custom field to be inactivated.
- When a custom field is inactivated, the custom field will be removed from the list of active custom fields.

Inactivate within the Custom Field

Navigate to Grants and click Opportunity Custom Fields on the navigation bar.
Click the custom field label of the opportunity custom field to be inactivate.
Click Edit.
Uncheck the Active box, and then click Update.