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Fund settings and custom fields

Set up your own fund fields, choose which appear as columns on the fund list, put them in order and remove the ones you no longer need.

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Select Settings at the top of Plan > Funds to set up your organisation's own fund fields. Every field you add appears on each fund's form and record, in the order you set here.

This appears only when it is turned on for your organisation. It needs both the Payments and Funds modules, and you need the Can access Payments permission. If you can see the fields but not change them, you'll see a note saying so. Labels that name Fund use your organisation's own term if you've renamed it.

What each field has

  • Label: the field's name on the form, the record and the list. Required, and no two fields can share one, whatever their capitals.
  • Type: Text, Long text, Number, Currency, Date, Yes or no or Select. A field's type can't change while any fund holds a value for it.
  • Options, for a Select field only: one option per line, in the order they are offered. A Select field needs at least one option, and no blank or repeated ones.
  • Required: a fund can't be saved without a value for it.
  • Display in list: adds the field as a column on the fund list, after Tags. A field without it still appears on every fund's form and record.

Add, change and reorder fields

  1. Select Add field, then fill in its label and type.
  2. Change any field's label, options, Required or Display in list in place.
  3. Use Move up and Move down on a field to change its place. The order here is the order on the form, on the record and of the list's columns.
  4. Select Save. Nothing changes until you do.

If something can't be saved, the reason appears on the field it's about, and nothing is saved until you correct it.

If someone else saved the fields while you were editing them, nothing you changed is saved and no field is removed: you're told the fields changed, and Reload shows them as they now stand, so you can make your changes again. While a save is under way, the fields can't be changed.

Remove a field

Select Remove on a field. For a field that has been saved, you're warned first that removing it deletes every fund's value for it, and you choose Remove field or Keep field. The field goes when you select Save, and its values can't be brought back.

A field you've added but not yet saved holds no values, so it goes straight away.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.