An Integrated Custom Field is a connected custom field that exists in CommunitySuite and Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM) sites. The field data will update automatically between CommunitySuite and GLM/SLM. A custom field can be created in CommunitySuite and then added as an integrated custom field in GLM/SLM.
Custom Fields provides additional information for the CommunitySuite side.
The responses to these questions can be entered by applicants or administrators; however, this likely will be done by administrators as these are generally fields used for internal or coding purposes.
Integrated custom fields are also available on organization profiles and user profiles in SLM. They are not available with Universal Application at this time.
Add a Custom Field in GLM/SLM
- Click Add Integrated Custom Field.
- Check the box next to the integrated custom field you want to add from the list available, and click Add Selected Question(s).
- This list is created from the available custom fields in CommunitySuite.
There is an option to add instructions in GLM/SLM like a standard question; however the instructions do not map to CommunitySuite. The GLM/SLM Instructions field is not the same as the CommunitySuite Description field, and it will not map over as such when integrated custom fields are synced.
Once a custom field question is added to a form, two arrows will appear next to the question label.
Once a request with a response to the integrated custom field is synced to CommunitySuite, the integrated custom field response will populate on the grant/scholarship record in CommunitySuite as well.
Add an Integrated Custom Field from CommunitySuite to GLM/SLM
- Navigate to the page you want to add an integrated custom field to and click Custom Fields in the left-side menu.
- Click Create in the left-side menu.
- Fill out the applicable fields, check the Integrated box, and click Create.
- Custom Field Name, Custom Field Type, and checking the Integrated box are required fields for an integrated custom field.
- Custom Field Name - Name of the integrated custom field.
- Custom Field Type - The available integrated custom field types are Dropdown, Multiselect, Date Field, or Text.
- Description - Description of the integrated custom field.
- Required - If checked, this field will need to be filled out for each grant before the grant can be processed if the field is active.
- Active - If checked, this field will appear on every grant. If unchecked, this field will deactivate the field and it will no longer be available to fill out.
- Integrated - If checked, this field will integrate with GLM/SLM. Once a custom field is marked as integrated, it cannot be reversed.
- Display Order - This is the order that the custom fields will display in on the grant page. Lower numbers appear before higher numbers.
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Import Code - This is the unique name or identifier that is used when pulling this field into a template.
- Marking an integrated custom field in CommunitySuite as inactive does not remove the integrated custom field from a newly added GLM/SLM Integrated Custom Fields Questions list until a new process is created.
- Marking the CommunitySuite integrated custom field as inactive does not inactivate or delete the field in GLM/SLM if it was added prior. If this field is not deleted in GLM/SLM and the question is answered, it will activate the field in CommunitySuite on the corresponding grant/scholarship record.
- If you delete the custom field from CommunitySuite, it will not show up on the GLM/SLM Integrated Custom Fields Questions list.
- Custom Field Name, Custom Field Type, and checking the Integrated box are required fields for an integrated custom field.