Adding a designation in a giving form's settings does not apply it to gifts unless the Designation field is also added to the form in Form Builder. This is true even when only one designation has been selected in settings.
Apply one designation to every gift on a form
- Open the form from Online Giving → Forms, then open Giving Experience → Form Settings & Display → Designation Configuration and add the designation you want to apply to all gifts on this form.
- Mark that designation pre-selected.
- Open Form Builder and add the Designation field to the form.
- Mark the Designation field as required.
Save your changes. Together, these settings ensure that all gifts submitted through this form have the designation applied. Selecting or pre-selecting a designation in settings alone is not sufficient; the field must be on the form and required.
Check the form and existing gifts
Preview the form to confirm that the designation is selected and required. Check a saved gift or its report to confirm the designation was recorded. Updating the form does not retroactively add a designation to earlier gifts that were saved without one.
If your interface includes Give donors the option to designate their gift, do not turn it off merely to hide a single choice. Disabling it removes attached form designations and the designation question where applicable; it is not a hidden-default-fund setting.
In Form Builder, choose Designation under Standard Field, set Required to Yes, and click Add Field when adding it. For an existing field, edit it, set Required to Yes, and click Update Field.
Comments
0 comments
Please sign in to leave a comment.