Custom fields on tracked grants

Custom fields hold details GrantCue has no built-in place for, such as a program code or a board approval date. They are included with the Team plan and higher, and during the Team trial. On other plans the Custom fields card and the grant page panel explain this and link to plans. If your plan drops below Team, the fields and their values are kept and come back when you return to Team or higher.

Set up the fields (admins)

1. Open Settings > Workflow and find Custom fields.
2. Enter a New field name (up to 60 characters) and choose a Type: Text, Number, Date or Drop-down list.
3. For a drop-down list, enter the Choices, one per line (up to 25).
4. Choose Add field.

An organization can have 20 active fields at a time. Only organization admins can change them; everyone else sees the list.

• Edit field renames a field, or changes a drop-down list's choices.
• Move up and Move down set the order the fields appear in, on the grant page and in exports.
• Archive field takes a field off the grant pages and the list. Its values are kept and still appear in exports.
• Restore field, under Archived fields, brings an archived field back while you have fewer than 20 active fields.

Fill them in on a grant

Once your organization has at least one field, each tracked grant's page has a Custom fields panel below the grant's details. Enter the values and choose Save custom fields. Anyone with grant editing access can change the values; everyone else can read them.

• Text takes up to 500 characters.
• Number takes a number with up to four decimals. A leading $ and thousands commas are accepted.
• Date takes a date from the date picker.
• Drop-down list takes one of its choices. If an admin later removes a choice, grants that already have it keep the value until someone changes it.
• Clear a value and save to remove it.

See them in the list, exports and imports

• On My grants, switch to the list view and choose Columns to show up to five custom fields as columns. The button appears on wider screens, and your choice is kept in the page address.
• Export all grants, on the list view, adds a column for each active field in your order, in both the CSV and the Excel file. Archived fields that still hold a value are included too, with (archived) after the name.
• The Import page can fill custom fields from a CSV. A column whose heading matches a field's name is chosen for you. If a value does not fit its field, for example text in a number field, nothing is imported and the message names the row.