🏗️ Step 1: Add the Page to Your Cycle
Go to the Grant Editor tab → Cycle Pages subtab.
Choose the specific Program and Cycle you are working on.
Scroll down to the page type dropdown menu and select Custom Table Form.
Check the respective boxes if this page should appear in your Interim or Final Report.
Name the page (e.g., "Project Budget Details"), set the sequence, and click Add.
✍️ Step 2: Set Up Your Table
Click the pencil icon ✏️ next to your new page.
Use the text box at the top to write simple directions for applicants.
Choose what kind of information you are collecting: Expense (money spent), Income (money earned), In-Kind (donated items), or Information.
You can have up to three columns for numbers.
Give each column a clear name, like "Grant Money" or "Savings."
Check the Display box for every column you want people to see.
Give your table a name, like "Staff Salaries."
Create your rows:
Row Name: Write a name for each row (like "Staff" or "Supplies").
Display: Check this box to display the row on the form.
Freeform: Check this box if you want the applicant to type in their own label for that row.
Click Add Line to add more rows.
You can place up to 10 sections on a single page. This is helpful if you want to group similar items together.
Click the Update button at the bottom of the page when you are finished.
🎥 Click here for video alt-text.
This 1-minute video demonstrates how an administrator adds a Custom Table Form to a 2026 grant cycle. Setup: The user adds a new page titled "Project Budget Details" and selects the "Custom Table Form" type. Configuration: Within the editor, they define the table's columns (Grant Funds, Donations, Income) and set the data type to "Income." Customization: Multiple budget line items are added, including Staff, Venue, Supplies, and Travel. The user enables "Display" and "Freeform" options for flexibility. Applicant View: The video concludes with a preview of the applicant interface, showing how the table automatically calculates Subtotals and Grand Totals as numerical values are entered into the fields.
⚠️ Alert: All sections on one page must be of the same category. You cannot have an "Income" table and an "Expense" table on the same page.
💡 Tip: If you need to ask for narrative or text-based responses within a table format, do not use this tool. Use the Multiple Submission tool on a Custom Narrative page.
📝 Note: Use "Sections" within a single page only when you are asking for different categories of the same data type (e.g., "Travel Expenses" and "Equipment Expenses" on an Expense page).
🔗 Step 3 (Optional): Add to Interim and/or Final Reports
You can copy data from a main application page to a report page by selecting the "Pre-populate" option. To set up this auto-fill feature, follow these steps:
Go to the Page Type dropdown menu.
Select Custom Table Form.
Locate the checkboxes for Interim Report Page and Final Report Page. Check the box for the report where you want the page to appear.
Find the Custom Table Form row (in the Interim Report or Final Report section) and look for the Edit and Delete icons. Directly underneath those icons, select the main application page from the 'Link to' dropdown and check the Pre-populate box.
🔖 Key Features to Remember
Automatic Math: All sections within a table subtotal automatically, and all subtotals roll up into a total at the bottom.
Numerical Only: Columns 1–3 will only accept numerical data. This ensures the automatic calculation works perfectly.
The "Display" Rule: Simply typing a label is not enough! You must check the "Display" checkbox for any row or column you want the applicant to see.
