Hi! The feature I'm going to be talking about this week is a new designation list interface. Both campaigns and events can collect gifts and this is the interface where you would choose a designation and an amount for the gift. Now, the on form interface isn't changing, it still looks the same, but the interface that creates the designation list is changing.
You can find this interface by clicking on the gear icon in the top navigation menu and choosing designation lists. Before, everything was under edit, so you would always just edit that designation list. But now you'll see a new button called "Tiers". The edit button just enables you to change the designation list name and some different configuration about where this particular designation list can appear and where it's being used within Advancement Form.
Now, the tiers are where you set up the tiered structure of your designation list. The first thing you'll notice it is set up in a tiered structure already so we think it's a bit easier to work with. We do have this "Help" drop down that communicates how to set up various tiers. You can see these first three options are in the first tier. This option is a parent for a second tier, so I can click the drop down and see what's in that second tier.
I can, of course, sort the designations up or down, and I can actually add to the second tier here by clicking the plus and choosing another designation. So I'll just add the College of Engineering and create it. I can also sort it where I want.
I can add a third tier as well. So if there's multiple College of Art's and Sciences designations, I can add the plus and then choose a new designation, and it will create a third tier designation. Just as an example, I chose the Swim Team because I don't see something appropriate for the College of Arts and Sciences. You can see how that designation was added and I can go ahead and remove it as well.
If I wanted to add another tier one designation, simply click "Add Tier" and it sorts it at the bottom here. For the first tier, if I give it a name, then I can add additional designations to it, for example, the Swim Team. Or, if I want to make this first tier a designation itself I can choose a designation for it. This makes it an actual designation choice. If you do this, you cannot add a second tier to it.
This is the new interface for setting up designation lists. If you have any questions please feel free to reach out to support. Thanks!