Fields - Online Giving Form

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Fields are the questions you are asking or the data you are collecting. You can have multiple Fields in a Category. If you have Matching Gift functionality enabled on your site, you can add this as a field to the form.


You cannot create fields with names that include - debit, credit, routing, bank, cvv, security, ssn, card, route, ach(exact match), social, code, account, ccno, ccnumber, cc_month, cc_year, expires, expiration, exp_month, exp_year, expdate, expiry, or any any field that fits the XXX-XX-XXXX format.  Please contact Customer Support if you need to create a field using this information.

  • These rules apply to Field Name, Display Name, Search Name, Export Header Column Name, and Custom Profile Label.
    • These rules will only apply to existing fields if one of the above fields is being modified.
  • These rules will not apply to the rich text field type


Adding Fields

Fields can be added to a form in three (3) ways.

Quick Add Field
1. Make sure you are in the Category you want to add a field to.
2. Click Quick Add Field. Each time you click Quick Add Field an empty field will be placed on the form so you can fill in the necessary information.
3. Enter the Field Name and the type of Data Field you want to use. Check the Required box to force users to fill in the information in the field.
4. Click   by the Category Header to save the Quick Fields.

Add New Field
1. Make sure you are in the Category you want to add a field to.
2. Click Manage Category and then choose Add New Field.
3. Field Name: This is the name visible to Admins when searching the database. It can be thought of as the more “technical” or shorthand name. It will default to being the Display Name as well if a different Display Name is not entered.
4. Display Name: The Display Name should be a more attractive/user friendly version of the Field Name. It can be thought of as the full question you want to ask or the piece of data you want to collect.
5. Check the Make this Field Required box to force users to fill in the information in the field.
6.  Show Advanced Options

  • Search Name box: The name entered here will be available to members via the Search area.
  • Export Column Header Name:  The column name for the field that you will see in reports.
  • Custom Profile Label: Useful for putting in text that is more attractive to members when viewing the profile. This is often used for the Mentoring and Webcard area of the Profile.
  • Token Name: The field can be set to be a Token, which is useful for personalizing communications.
  • Allow cloning of this field:  The field can also be set to be “cloneable” in the future. (This may be an option based on the field type.)
  • Form Field CSS Class - This option allows administrators with knowledge of CSS to add classes to the form field wrapper (i.e. the wrapper around the element and its label) to style the look of the field. 


  •  The Form Field CSS Class field is only displayed if flexible forms is turned on for your site.
  •  This does not handle multiple instances of instance fields.  This means that the if you change the CSS class on an instance field the change will be applied anywhere the field is used.
  •  You must have Architect admin rights to see the System Alias and DB Column Name advanced options.
  • Set the Active Date Range for the form.

7. Audience:  Select the Audience for the field.

  • Everyone
  • Logged In - Members must be logged in to view this content.
  • Role - Only members who fit the criteria for a certain role (i.e., Class of 1992, Current Students, or Female alumni) will be able to see this content.  Choose from the previously created list of roles in the dual list box and use the arrows to select.
    • Deny Access to the following:  You may also exclude certain groups from the Audience by using this checkbox.  Then, choose from the previously created list of roles and use the arrows to select a group to exclude.

8. Data Field Type:  Select the type of data field you want to use, such as dropdown list, checkbox, etc. Depending on the type of data field you pick, you may have additional information to enter.

NOTE: If Gift Matching is integrated into your site, you will find a Gift Matching field type in the dropdown list: screenshot of the dropdown selection

NOTE: We recommend you create this as a reusable instance field if you think you may want this field in reconciliation reports. This way the "same" field can be used across all donation forms to collect gift matching data.

9. Data Storage Mode options (the options shown depend on the data field type):

  • Normal – Standard field creation that allows new data to overwrite old data (default setting)
  • Instanced – An instance field will save each change a member makes to a field as an "instance" and will not overwrite the previous data.
  • Reusable Instanced - Allows this data field to be re-used within the same form type

10. Make this an Instance Field (if applicable to the Data Field type) An instance field will save each change a member makes to a field as an "instance" and will not overwrite the previous data.
11.  Associate a Role with this Field  Based on the value they choose for the field, users will be placed in a role.  More information on Creating Roles
12. Click Next.

Add Existing Field
1. Make sure you are in the Category you want to add a field to.
2.  Click Manage Category and choose Add Existing Field.
3. Select Fields: 

  • Quick Fields List – Choose from an alphabetical list of fields to add to your form.
  • Select from a form - Select from a list of existing fields by searching the tree view of previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy to select a field.
  •  There are two options available for using an existing field if it is “cloneable”. (Profile fields are not set up to be cloned.)
    • Copy (Reuse) - Copy will re-use the existing fields, and any changes made on the form will be saved on the original also.  This is the most commonly used option. 
    • Clone (Save As) - This option will allow you to do a "save as" and give the field a new name for this form without affecting the original field.

 NOTE:  If you choose to clone the field, you will be asked to rename it. The field will look like the original field, but will be considered its own “new” field.

  • Make your selection and click Add Selected Fields.

Editing Fields

When you hover over a field, a floating toolbar will appear on the right hand side of the field. Each of the icons allows you to edit the field in some way.

1. Use   to move a field. Click and hold the field to drag and drop (move) the field.
2. Click   to edit a list of display values.  (If applicable, some fields do not have this option.)
3. Click  to edit a field.
4. Click  to delete a field.

  • A window will display showing you the delete options:
    • Remove from the form, but leave it in the system.
    • Remove it from the system completely.
  • Make your selection and click Delete.
  • Click OK on the verification window.

Field Sorter

From Manage Category dropdown, select Sort Fields.

Sort Fields

To sort the fields on your form/event/campaign, hover over a field until you get the four arrows  icon. Then drag and drop the fields to the desired location.
Click Update to save your changes.

Remove Fields

To remove a field from the form, check the box in the Remove column beside the field.  Click Update to save your changes.  (This will remove the field from the form, but not from the system.)