The Data Form Designer is tool that you use when adding custom data elements to a donation form. Within it, you can design the custom data element as desired. The possible Data Types that can be added to a donation form using the Data Form Designer tool are Text String (up to 255 characters), Number, True/False, Yes/No, Monetary Amount, and Date. You can configure a list of responses to the data type, allow the donor to enter their own value, and opt to update the constituent's record with this information.

To access it:
  1. Navigate to Fundraising > Donation Management
  2. Select the All Donation Forms tab
  3. Enter the name of the form in the search field
  4. Click Search
  5. Under the Actions column, click Edit
  6. On the left hand navigation pane, select Design Donor Screens
  7. Under the Name column, find Donation Form
  8. Under the Actions column, click Edit
  9. Under Select data elements to include in this form, click the New button
  10. The Data Form Designer pop up window will display
  11. Make your desired configurations and click Apply