Recommendation form

Grant Recommendation Form

Tip: In order to the Recommendation Form in Control Panel, the staff user must have the staff role of Staff Reviewer or DonorCentral Administrator.

Maintaining Staff Codes

DonorCentral provides a basic grant recommendation form. This default form includes all required grant recommendation fields. You can, however, create customized recommendation forms to be used in the application. The form you create then displays when advisors select Recommend a grant on the Home page.

Warning: There is only one form definition for each tenant, so the form you create is used for all funds and all advisors under that tenant.

Although the Recommendation form feature provides a number of components and fields from which to select and add content to your form, only the following content is required:

• Grant recommendation form: fund, amount, and charity
• Charity section: name, address, city, state, and ZIP / postal code
• Recurring gifts: start date and frequency

Create or edit the grant recommendation form

Warning: If you add new required fields to an existing grant recommendation form, recurring submissions will fail if on the recurring submission the new fields are incomplete. To address this, the advisor must delete the recurring submission and recreate it, completing the new required fields.

Note:

Basic Components: Do not use Password, Select boxes or button.

Special Components: Do not use any of the special components. This was a plug and play feature that was not specific to DonorCentral.

1. Select Control panel, Recommendation form.

• If a default form definition for this tenant exists, the Grant form setup page appears, displaying buttons for each section included in the default form: Charity, Recommendation, and Agreement. You can also add additional pages to the form by clicking the +page button.

Note: If a default form definition does not exist for the tenant, a message displays letting you know no form definition is linked to this tenant. Until a form is configured and saved, no new recommendations can be made. To link the form definition to the tenant, open Grant Form Setup (Control panel,Recommendation form) and select Save form at the bottom of the page.

2. Select the section you want to work on, for example Charity. The charity components currently included on the form display.

3. Add new form components:

• The setup view of the form is divided into different components or fields. For example, for Charity there are several default components: Charity, Existing Charity, Charity search, and so on.
• You can drag-and-drop additional components and fields from the Basic components and Special components boxes displayed to the left of the setup form. When you drop a new component onto your form, a properties screen for that component appears, allowing you to enter specifics for that component.

Note: For information about each tab included on the various property screens, select the Help link in the upper right-hand corner of the property screen.

• You can also add Layout components, such as columns and tables, to the form by dragging-and-dropping them on the form.

4. Edit existing form components: Within the form, if you hover over any component, three buttons appear in the right-hand corner of the component:

• Edit : To edit the content in this component, select the gear button. The component property screen appears.
• Note: For information about each tab included on the various property screens, select the Help link in the upper right-hand corner.
• Arrow button: Allows you to drag and drop the component to a different location on the form.
• Red "X" button: Deletes the component from the form.

Note: Backend funds API or FIMS mapping is controlled by the Property Name field on the API tab and should not be changed. If adding a new component, determine what you need to match up with on the FIMS side and make sure to enter the correct reference here or enter the new Property Name here and go into the FIMS field mapping and create the connection. For a list of required fields, see the "Required Fields on Grant Recommendation Form" section below.

5. Select Save form.

Use case example: Add custom field

Add custom field to Grant recommendation form

Use case example: Add instructional text field

Add instructional text field to Grant recommendation form

Use case example: Add Canadian Charity Number field

Add Canadian Charity Number field to Grant recommendation form

Use case example: Change currency symbol

Change currency symbol

Work with conditions

Conditions allow you to establish requirements for specific actions on your form. For example, if the Add Charity option is selected, you want the form to remove fields requesting existing charity information and add fields necessary for adding a new charity. This is done from the Conditional tab on the component properties screen. This screen displays when you drag-and-drop a new component onto the form, or you select the gear icon that displays when you hover over an existing component on the form.

Continuing with the example detailed above - the form defaults to include the Add Charity checkbox (unchecked) and an Existing Charity section - the conditions set for the Existing Charity section would be:

1. This component should Display = "true"

2. When the form component = "Add new charity"

3. Has the value = "false"

The form then displays the Existing Charity section only if the Add new charity checkbox is not selected.

Restore grant form recommendation defaults

1. Select Control panel, Recommendation form. The Grant Form Setup screen appears.

2. At the bottom of the page, select Restore defaults.

Required fields on Grant recommendation form

These tables display information about removable and required fields when creating a grant recommendation form.

Note: When creating the form, this information is housed on the API tab of the selected component or field's properties screen.

Charity

Recommendation

Agreement

Customize the Grant recommendation form

You can customize the grant recommendation form to display additional Charity (Organization) and Recommendation (Fund) information. When you add a component to the form, you can enter JavaScript code on the Data tab to calculate a value or to include a custom default value. In the code, you can specify an API Property Name and additional specific properties to display the desired information.  

Customization example:

In this example, we'll add a field to the Charity section of the grant recommendation form to display the address for the selected charity.

1. Select Control panel, Recommendation form.

2. Select Charity.

3. Under Basic Components, select Text Field and drag and drop it into the Charity section.

4. On the Text Field Component screen, select the Display tab:

• Enter a Label for the field.
• Enter text to display in the field as a Placeholder when there is no value.
• Select Disabled to indicate the field displays a calculated value.

5. Select the Data tab:

• Select Calculated Value.
• Under JavaScript Value, replace the example code with the API Property Name and additional specific properties you want to pull from the selected organization or fund, using the format value=data['API Property Name'].specific-property. 
• In this example, we'll enter value=data['ExistingCharity'].Address to display the selected charity's address on the form.

Note: You can reference nested properties by using the dot syntax, starting with the API property name -- for example,value=data['ExistingCharity'].Address.Address1.

6. Select Save.

7. Select Save form.

On the form, when a charity is selected, the address is displayed in the new field:

• Additional Charity (Organization) properties
• Address
• Address1
• Address2
• Address3
• City
• State
• Zip
• Phone
• Fax
• Country
• Name
• Website
• ExecutiveDirector
• EIN
• CharityCanadianNumber
• Title
• ContactSalutation
• ContactPrefix
• ContactFirstName
• ContactMiddle
• ContactLastName
• ContactSuffix
• Country
• ContactName
• ContactEmail
• ContactPhone
• Additional Recommendation (Fund) properties
• Name
• FundAnonymous