Items Overview

Common Properties

Every Item, regardless of type, shares these core properties:

Identity

  • Internal Name — admin reference; never shown to donors; used in reports and search
  • Name — donor-facing name shown on the form
  • Description — HTML content displayed on the form (rich-text editor)
  • Receipt Description — XHTML content shown on the confirmation page and in receipt emails
  • Image — displayed on forms and in catalogs
  • Code — external integration code for GL mapping and external system reference

Pricing and Fees

  • Pricing Model — how the price is determined and presented; see Pricing Models
  • Fee Model — optional additional fee (processing fee pass-through, shipping, tax)

Fund (GL Mapping) The Fund property links this Item to its accounting destination:

  • The Fund’s code carries the GL account code
  • The Fund’s organization identifies which agency receives these funds
  • For Donation Items, the donor can override the fund via designation selection at checkout
  • Additional GL metadata lives on integration codes: fund.get('GL_CODE').value

Item Edit View Tabs

Tab Content
Definition Core fields: internal name, name, description, pricing, fund, image, code
Receipt Receipt description for confirmation page and emails
Restrictions Availability dates, login restriction, group restriction, quantity limits
Additional Contacts Collecting additional registrant names
Custom Fields Item-level and order-level custom property configuration
Assignability Detailed visibility rules
Social Settings Social sharing metadata
Integration Pre/post-processing scripts, Workflows, Integration Codes
Campaigns All forms this item is currently assigned to
Order Items Transaction history for this item

Items on Forms

The same Item can be on many forms via the Campaigns tab or by adding it to a form’s Items tab. The form controls display order (sequence), not the item itself. Key form-level settings affecting items:

  • Max Items per Transaction — how many distinct items a donor can select
  • Max Quantity — maximum total quantity across all items
  • Defer Recurrence Prompt — collect recurring parameters after all items are selected