How do I configure a Metric Field?

Metric Fields are used to record and monitor impact and quantifiable grant-related goals. By leveraging these fields, administrators can track progress against their established objectives.  

Key Considerations

Below are some key points to consider when configuring metric fields:

• Metric list-item requiredness is enforced by making sure at least one list item has been completed, not all are required.
• Conditional field logic doesn't apply to individual list items, only to the entire metric field.
• Not all field types are available for use in a metric field.
• Individual metrics can be pre-defined or organization-created.
• Administrators can view previous reporting periods.
  • The feature is limited to a maximum of 10 reporting periods.

Proceed through the following steps to learn about configuring metrics in a data field.

Step 1 Access a Data Field

Navigate to the CyberGrants platform and enter the Sandbox environment. Select the Admin tab and choose a Data Field location.

Then, select "Edit" next to an existing Metric Field or click the link at the bottom of the page to create a "New Field" using "Metric List" as the data field type.

Step 2: Create Metrics

Scroll down to the bottom of the data field's page and select the "Create/Edit Metrics" link. When creating metrics within the data field, the following details are included for each metric:

• Metric Name (required)
• Description
• Field Type (required)
• Indicate whether this metric field should be required by default.
• Ensure the metric is set to "Active" status.

Repeat this step to add as many additional list values as needed.

• Click "Save." When prepared, the ability to publish changes to a metric is available on the custom field screen.

Step 3: Edit Metrics

Click "Edit" next to a Metric in the list to revise its details including the following:

• Metric Name
• Description
• Field type
• Required/Not required by default
• Active Status
• Proposal type(s) the field is available in

Once all updates are completed - Click "Save." Then, proceed with publishing the changes on the custom field screen.

What else do you need help with?

• What are the available Data Field Types?
• Create and Edit Fields Overview
• How do I view and reorder Data Fields?
• How do I manage Custom Field List Values?
• How do I Mask a Field Name in a Proposal Type?
• How do I add Custom Field Format Validation Rules?
• How do I add Conditional Logic to an Application Field?
• What Custom Fields are Audited?

Not what you're looking for? Navigate to Understanding Field Configuration.