Before naming the options, they will all say Category 1 or Funding Source 1. (See Screenshot below.)
Select the pencil icon to edit the name of the option, and select + Add Category to include a new option.
Note: Be sure to make these adjustments to every Form.
Compare the screenshots above and below to see the process of customizing Forms.
Note: Funding Sources can be marked as External, as shown in the screenshot above. The “External” column can be found in the Columns menu of the Funding Source Report.
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