How to Update Appeal and Fund Data Lists (Refresh)

From time-to-time you adjust your Appeals and Funds in Causeview - you create new Appeals and Funds or make them inactive - and you may want your Forms to reflect these changes. Impact Form Designer allows you to easily update your Appeal and Fund data lists by pulling what is already in Causeview. This article will show you how to update your Appeal and Fund Data Lists in Impact Form Designer to include any changes you've made in Causeview.

Please note that any changes you make to a Data List will be applied to all Forms where the Data List is being used. To find out which Forms are using the Data List, click on the Forms button to the right of a Data List.

To update an Appeal/Fund Data List, go to Forms & Pages from the top menu and select Data Lists.

The page will display all available Data Lists. Beside any Data List containing Appeals or Funds, you will see a "Refresh" button. Refresh tells Impact Designer to query (pull) all Appeals and Funds from Causeview that fall within the original query you specified when creating the Data List. This means that if you originally created the Data List to pull only Active Campaigns, then refreshing the list means that it will return only all campaigns that are active.  

After you click on Refresh, a window will open displaying all of the Appeals or Funds it pulled from Causeview. You can then review the list and make changes such as changing the labels displayed for each Appeal/Fund on the form, removing Appeals/Funds from the list or adding new values.

Click on Save Data List to save any changes you've made.

Click on Refresh Items if you need Impact Designer to run a query again and pull all Appeals/Funds from Causeview.

Click on Close if you wish to cancel and close the window.

You may now navigate to the Settings - Allocations tab of your Form to see the new Appeal /Funds in the list.