New Portal: Using logic to exclude a choice

Kecia Haggins

Colleagues,

I need your help. I need to find a way to exclude a selection. We only use ACH (Payment Type) for Foundation (Fund) grants. Our Sponsorship (Fund) can get paid by Check or Credit card. How can I use logic to exclude ACH as a choice for Sponsorships? We don't want it to show up on the list at all. I thought about adding Payment Type to the form twice. Surely there is a better way. Any suggestions?

Kecia Haggins

@Kecia Haggins I think I have a solution. I'll post it here if others would like to use it.

Since grantees only have a Payment Type option when submitting a Sponsorship Application, I'll hide this field for Foundation applications. I'll hard code ACH as a Payment Type selection for all Foundation applications.

Valerie Marshall

@Kecia Haggins
I think what you describe is what I do. All my applications have a tab hidden from the applicant where I set defaults any fields for that particular program/application. That hidden tab on the foundation application would include the payment type field with the default set to ACH.