Configure Custom Data Set

Configure Custom Data Sets

1. This tutorial will cover how to configure custom data sets within Fundly Connect
2. Start by mousing over the Navigate To menu, and going to the Configuration section click on Configure Custom Data Sets
3. To create a new data set click on the Add Custom Data Set(+) button on the top right of the screen.
4. This will open the Add/Edit Custom Data Set dialogue where you will be prompted for a unique name for the data set.
5. It is worth noting that a data set can contain multiple fields, so when naming you should pick a name that can encompass all fields that will be placed in the data set.
6. Next, if the data set will be linked to a particular program, specify the program in the Program(s) drop down.
7. At this time Fundly Connect only support the General data set type for basic fields.
8. In the Description field you may put a description for the data set to help you and your staff know clearly what data set is meant for.
9. In the Available To section you can specify whether the fields in the data set will be used to track data for Organizations, Volunteers, or both.
10. When you have finished configuring the general information for the data set, click Save & Close, and proceed to configuring the individual fields for the data set.
11. To configure a field for a data set, select the data set you wish to modify in the left section, and in the right section, click on the Add Field(+) button.
12. This will open up a new section for the field where you may specify the name of the field and the type of field it will be.
13. Please note, the Name field represents also the text that applicant will see on  application forms, and should  take the form of a question presented to the applicant.
14. Fundly Connect provides a number of different fields including text, multiple choice and numerical fields.
15. In the cases of field types that will have multiple option to select from, you can create these option by enter the option name in the field provided and clicking on the Add Option(+) button.
16. Lastly, fields can be marked as either Required or as Staff Use Only, thus hiding the field from applicants, but still making it available for staff data entry.
17. When you have finished configuring a field click the Save button for that field.
18. If you wish to delete or edit a field you have created then click on the Delete(X) or Edit(Pencil) button, respectively, for that field.
19. If you wish to delete or edit a data set you have created then mouse over the data set entry on the left, and click on the Delete(X) or Edit(Pencil) button, respectively, for that field.