--- title: "Coalition Supplement Form" slug: "coalition-supplement-form" updated: 2025-04-08T13:30:36Z published: 2025-04-08T13:30:36Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Coalition Supplement Form Institutions have two options to choose from when setting up the **Coalition Supplement form**. ## Option 1: Import a pre-configured form with Suitcase A pre-configured application-scoped form can be uploaded to your instance through Suitcase. This form includes styling, pre-configured submission conditions checking for the `coalitionID`**,**as well as pre-configured conditional logic for the payment widget. The form also contains some basic instructions and example fields which may be edited/removed as desired to help you get started. The Coalition for College logo has been embedded in the form's description field, which displays immediately preceding the form's contents. For consistency across all Coalition member schools, this logo should remain in the form. Once the form has been added through Suitcase, it will be located in the *Library / Coalition* folder in Forms. > [!NOTE] > 💼 Try a Slate example > > Use [Suitcase](/docs/suitcase-import) to import our pre-configured form: > > ```Suitcase > c34ba233-72ef-455b-978b-7a2ea9d26e9d:slate-examples > ``` ## Option 2: Create your own application-scoped form Institutions may also use any application-scoped form to serve as the Coalition Supplement form in their database. Just as the pre-configured form, custom questions can be added as well as submission conditions and conditional logic for access to the form. As with all forms, your institutional branding will surround the form page. [![Coalition_Supplement_Form.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/coalition_supplement_form.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/coalition_supplement_form.png) ## Form Configurations > [!NOTE] > 1. From the main navigation, select **Forms.** > 2. If using the **Option 1 Pre-Configured form,** go to: > 1. *Library / Coalition*folder, select the **Coalition Application Supplement** form. > 3. If using the **Option 2** **Institution Created form**, you will want to locate the folder/form title created by the institution. > 4. Click **Edit Form.** > 5. Customize the form as desired. Things to consider for customizing: - Field mappings - Required fields - Conditional logic - Default values - Merge fields - Hidden fields More information about building forms can be found [here](/v1/docs/form-palette). ## Collecting application fees If your institution has an application fee, it can be captured directly on the form using a Slate Payments [payment widget](/v1/docs/form-payment-widget). If your institution is unable to use Slate Payments as a payment provider, you can also collect the application fee post-submission through the **status portal**. Both scenarios employ a different method of using a payment widget on the form. A payment widget has been pre-included in the form. This payment widget has a pre-configured filter to prevent it from charging applicants who have a Coalition fee waiver. See the [Fee Waivers section](/docs/coalition-supplement-form#fee-waivers) below for more information about this filter and what you may need to do to update it. #### Collect the application fee on the form > [!WARNING] > ✔️ Prerequisite: Slate Payments > > If you do not already have Slate Payments configured, start here: [Slate Payments - Setup](/v1/docs/slate-payments-setup) To collect the application fee on the form: 1. From the main navigation, select **Forms.** 2. In the *Library / Coalition***folder, select the **Coalition Application Supplement** form. 3. Click **Edit Form.** 4. Edit the payment widget field on the form (or add a new payment widget from the palette). 5. In the **Payment Due Calculation Formula or Amount** field, enter the application fee amount. **Note:** If the application fee differs based on certain criteria, a formula can be used to calculate the amount directly (an advanced solution), or it can simply be an export key for a form field that contains the amount due for the particular application. If you use this method, enter the value `@payment_due_amount` in this field. See [Enter additional fee amounts as needed](/v1/docs/coalition-supplement-form#enter-additional-fee-amounts-as-needed) below for further information. 6. Select the **Payment Account** that the collected payment should be associated with (for example, *Application Fee*). 7. In the field **Embed Payment Form,**select *Enable Embedded Payment Collection on Form*. 8. Add any necessary filters to identify which applicants should see this payment widget. The filters may reference fields already saved about the applicant (for example, from the initial application data import from Scoir) as well as fields on the form. See the [Fee Waiver section](/docs/coalition-supplement-form#fee-waivers) below for information about handling fee waivers using filters. 9. Click **Save.** #### How do I prevent applicants who pay and then use "Save for Later" from having to pay twice? If your supplement form has Save for Later enabled, it is important to add logic to the widget so that the applicant is not prompted to pay each time the form is saved. See the [Coalition FAQ answer on this topic](/v1/docs/coalition-faq#application-fees) for more information. ***If the application fee amount is the same for all applications that require a fee,*** you are done. ***If the fee differs based on certain criteria,*** and you will use the simple method to calculate the amount due, continue to the next procedure. ### Enter additional fee amounts as needed The following steps must be repeated for each possible application fee amount: > [!NOTE] > 1. Add a **Text field** from the palette. > 2. Enter `payment_due_amount` as the **Export Key**. **** 📝 **Note**: This matches the reference added to the payment widget in the previous section's step 2. > 3. Set the **Data Type** to *Real*. > 4. Set the **Default Value** to one of the possible application fee amounts. > 5. Under **Options**, select *Hidden (accessible through script)*. > 6. Add filters to identify the applications that should receive this application fee. > > 📝 **Note:**It is important that the conditions for each of the `payment_due_amount` fields are mutually exclusive, ensuring the payment due amount is calculated properly. > 7. Repeat the steps in this section for **each other application fee amount** that could be charged. Even though there are multiple form fields with the same export key, the filters on the fields will cause only one of those fields to be active on the form at a time, so the value of that field will be used for the payment due amount. > [!WARNING] > 📝 Note > > If your institution has rules to calculate application fees, and you are using this method to collect the fee for this applications, be sure to **update your rules** to exclude these applications so that additional payment due activities are not added. ### Capture the application fee post-submission Collecting payments within Slate requires the configuration of a payment provider, which can either be Slate Payments (as described [above](/docs/coalition-supplement-form#fee-waivers)), or another [external payment processor](/v1/docs/using-an-external-processor-to-collect-payments-through-slate). If your institution has never accepted payments through Slate, for example: application fees, enrollment deposits, or event payments, then you will need to configure a payment provider. Please also review the [Overview of Payments in Slate](/v1/docs/overview-of-payments-in-slate). If your institution collects application fees within Slate, and you are using rules to calculate the amount due, you can continue; there is no requirement to change this process unless you wish to do so. If you elect to calculate the amount due on the form, be sure to **update any existing rules** to exclude these applications, so that further payment due activities are not added. The payment widget can calculate the amount due. The fee is added as a *payment due* activity, which the applicant will have the opportunity to pay while viewing their status portal. To capture an application fee post-submission: > [!NOTE] > 1. From the main navigation, select **Forms**. > 2. In the *Library / Coalition* folder, select the **Coalition Application Supplement form**. > 3. Click **Edit Form**. > 4. Edit the payment widget field on the form (or add a new payment widget from the palette). > 5. Enter the application fee amount in the **Payment Due Calculation Formula or Amount** field. > > **Note**: If the application fee differs based on certain criteria, a formula can be used to calculate the amount (advanced), or multiple payment widget fields can be added to the form, and conditional logic can be used to add the applicable payment due activity to the application (easier). > 6. Select the **Payment Account** that the collected payment should be associated with (e.g., Application Fee) > 7. Select Calculate Payment Due in the **Embed Payment Form** field. > 8. Add any necessary filters to identify which applicants should have the payment due activity added by this payment widget. The filters may reference both fields already saved about the applicant (e.g., from the initial application data import from Scoir) and fields on the form. See the Fee Waiver section below for information about handling fee waivers using filters. Note: If you are adding multiple payment widgets to calculate the amount due, it is important that the conditions are mutually exclusive to avoid overcharging the applicant. ## Fee waivers The Coalition fee waiver fields, as well as an explanation of their mappings in the CoalitionApplicationProfile source format, are included in the [Mapping Fee Waivers section](/v1/docs/coalition-source-formats-application-profile#mapping-fee-waivers) of the Coalition Source Formats: Application Profile article. **Filters** may be used to conditionally display the payment widget. If your institution has captured the fee waiver information using either of the methods described in the Mapping Fee Waivers section, the included filter (described below) will work as it is configured. **Note** that there may be an additional step if your fee waiver field's ID is not named `app_fee_waiver`. Additional filters, including those referencing fields on the form, can be used as necessary to further restrict which applicants are prompted to pay an application fee. #### Filter:*Coalition Fee Waiver Does Not Exist* This filter, included by default, restricts the payment widget display only to those applications for which an application-scoped field with the ID `app_fee_waiver` does not exist. The filter is a *subquery filter*, so in the main form field editor popup, it looks like this: [![Coalition_Fee_Waiver_Does_Not_Exist_Filter.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/coalition_fee_waiver_does_not_exist_filter.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/coalition_fee_waiver_does_not_exist_filter.png) If you double-click on this filter, you can see its configurations: [![Coalition_Fee_Waiver_Does_Not_Exist_Filter_Configurations.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/coalition_fee_waiver_does_not_exist_filter_configurations.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/coalition_fee_waiver_does_not_exist_filter_configurations.png) #### Filter Adjustments If you are using a **person-scoped field** instead of the recommended application-scoped field to store fee waiver data, an additional join is necessary. Within the filter configurations: > [!NOTE] > 1. Delete the export **Field Values Value.** > 2. Delete the filter **Field Values / ID.** > 3. Delete the join **Application / Field Values.** > 4. Add a join (from Application) to **Person**. > 5. Add a join (from Person) to **Field Values.** > 6. Add a filter **Field Values / ID.** > 7. Enter the **field ID** of your fee waiver field in the text box. > 8. Click **Save.** > 9. Add an export **Field Values Value.** > 10. Click **Save**to save the subquery. > 11. Click **Save** to save the form field. > > [![Filter_Adjustments.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/filter_adjustments.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/filter_adjustments.png) If your field ID is not `app_fee_waiver`*:* > [!NOTE] > 1. Double-click the **Field Values / ID** filter. > 2. Replace `app_fee_waiver` with the ID of your actual fee waiver field. > 3. Click **Save** to save the subquery filter setting. > 4. Click **Save** to save the subquery. > 5. Click **Save** to save the form field. > > [![Replace_app_fee_waiver_with_fee_waiver_field_ID.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/replace_app_fee_waiver_with_fee_waiver_field_id.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/replace_app_fee_waiver_with_fee_waiver_field_id.png) If you are **storing a value in your fee waiver field** for when the applicant is **not** eligible for a fee waiver, and this value is a prompt option: > [!NOTE] > 1. Configure on all of the prompts (in the Prompts tool) a value in one of the export values or the category to indicate that the fee should be waived for that particular prompt (for example, the word "Waive") > 2. Add a join (from Field Values) to **Lookup Prompt** > 3. Add a filter that references the location that you used in step 1 (for example, *Export Value*) > 4. Enter the value that you entered in step 1 (for example, *Waive*) > 5. Click **Save.** > 6. Click **Save** to save the subquery. > 7. Click **Save** to save the form field. > > [![Added_Join_-_Lookup_Prompt.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/added_join_-_lookup_prompt.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/added_join_-_lookup_prompt.png) If you are **storing the value No in your bit-prompt fee waiver field** for when the applicant is **not** eligible for a fee waiver: > [!NOTE] > 1. Add the filter **Field Values Value**. > 2. Enter **1** as the Value (1 is the value stored for Yes in a bit prompt). > 3. Click **Save.** > 4. Click **Save** to save the subquery. > 5. Click **Save** to save the form field. > > [![Field_Values_Value___1.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/field_values_value___1.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/field_values_value___1.png) If your institution is doing something *very* unique with the fee waiver field, feel free to remove this default filter and start fresh with something that meets your institutional needs. ## Deadlines If your institution has multiple rounds with different deadlines, there are options to handle this within the form based on your institutional needs. #### Allow applicants to update their round to one with a later deadline > [!NOTE] > 1. Add a required field mapped to application round that is conditionally displayed based on the current date and the current application round's deadline. > 2. Configure the available round options either dynamically, via Prompt Conditions with filters that reference the date, or by simply manually removing application round options as the deadlines pass. #### Prevent submission after the deadline Add a submission condition. > [!NOTE] > 1. While editing the form, click Edit Conditions > 2. Under Submission Conditions, add a filter to allow submissions only if the current date is before the round's deadline date. > 3. Add a **Submission Denied message** that will appear for applicants if they attempt to submit the supplement form after the deadline. > 4. Click **Save** to save the submission condition. > > [![Filter Configuration](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9957630461595.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9957630461595.png) Add a conditionally displayed instruction block to inform applicants that the deadline has passed so they know that the form cannot be submitted. [![Filter Configuration](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9958109855003.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9958109855003.png) > [!NOTE] > 1. While editing the form, drag an **Instructions** form field from the Form Builder palette. > 2. In the new form field popup, add any desired verbiage. > 3. Add a filter to display the form field only if the current date is after the application round's deadline. > > > > [![Beyond Deadline Instructions](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9958140714267.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9958140714267.png) ## Activating the Form To activate the form: > [!NOTE] > 1. Navigate to the **Coalition Application Supplement landing page.** > 2. Click **Edit.** > 3. Update the **Status** to Confirmed/Active. > 4. Click **Save.** ## Setting up Coalition Application Supplement Configuration Key In order for the applicant to be directed to the Coalition Supplement form, the Coalition Application Supplement configuration key will need to be configured to point to the correct form. For the form to display in the drop-down list, whether preconfigured or institution created, it must be application scoped and set to active. Once the intended form is chosen from the drop-down list, click save. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(429).png) ## Considerations, Best Practices, and Testing #### Application Submission A field to automatically update the submitted status of the application upon form submission has been included in the form. This field is hidden (it will not appear for applicants), and it has a default value set to *Yes*. When the applicant submits the form, this field will ensure that the application is marked as submitted. [![Hidden_-_Application_Submission_Flag.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/hidden_-_application_submission_flag.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/hidden_-_application_submission_flag.png) #### Form Access The form is meant to be submitted as a supplement to the Coalition Application. As such, the form has an access condition in place requiring that the application record have a Coalition Application ID. The Access Denied message within the Edit Conditions popup may be customized to provide further details about how to begin the application process. [![From_Access.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/from_access.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/from_access.png) #### Applicant Experience For consistency, the Coalition Application Supplement is meant to be designed as a **single page** to capture additional data from an applicant. Keep the form short enough to encourage completion. Remember that checklist items can be leveraged to receive additional information from applicants, including items like additional essays. #### Application Round If more information than what was provided in the CoalitionApplicationProfile source format is necessary to determine an application's round, the Coalition Supplement form can update the round if necessary. **The application round is applicant-selectable (with or without restrictions)** If the application round is something that can be selected directly by the applicant, simply **add a field mapped to the Application Round destination**. The application's current round is pre-selected in this field if that round is one of the available prompts. If there are certain restrictions that should limit the available rounds based on data already imported from the CoalitionApplicationProfile source format or on the Coalition Supplement form, use *Edit Prompt Conditions* to add conditional logic to the prompt options: > [!NOTE] > 1. Edit the **Application Round** form field. > 2. Click **Edit Prompt Conditions. Note**: This prompts you to save the form field. Click **OK** to continue. > 3. Add Conditional Logic to one or more prompt values. If multiple prompt values have the exact same conditions, select the checkboxes next to each of those to select all of them to edit together. > 4. Click **Edit Selected Prompts.** > 5. Add filters to limit which applicants see the selected prompt values. > 6. Click **Save.** > 7. Repeat steps 3-6 until all of the prompt values that require conditional logic are configured. > 8. Click **Close.** > 9. Click **Save**. **The application round is determined by multiple data points** If the application round determination is based on multiple data points, including those collected on the form, conditional logic on hidden form fields can be used to update the application round. For each possible application round that should be set by the Coalition Supplement form: > [!NOTE] > 1. Add a **Select List** form field from the palette. > 2. Set the **System Field** to *Application Fields - App: Round.* > 3. Below the **Prompts** box, select *Override system prompts.* > 4. Delete all options except the round that you are currently configuring. This ensures the application's existing round does not override the default value setting that will be configured next. > 5. Set the **Default Value** to the application round that you are configuring. > 6. Select **Hidden (accessible through script).**This will prevent the applicant from seeing this field. > 7. Add Conditional Logic Filters to define which applications should be in this application round. The filters added to the form field conditions should be **mutually exclusive** so that only one application round field will be enabled at any given time. > 8. Click **Save.** > [!WARNING] > 📝 Note > > If the round change only needs to happen for certain special rounds, then a form field is only necessary for those special rounds. Only the applications that should be updated to a different round should meet the filter criteria for the form fields configured in the preceding steps. ### Form Testing Considerations There are three important items to keep in mind while testing the form: 1. The Coalition Supplement form is application-scoped, so the application must be known when navigating to the form. - If testing using an administrative registration, select the specific application from the autosuggest that you would like to use for testing purposes. - If testing via impersonation or logging in as a test record, it is best to navigate to the status page or an application page for the specific application to ensure that the appropriate application on the record is used. - Testing may also be accomplished by appending `&person={{ApplicationGUID}}` as a [query string parameter.](/v1/docs/prepopulating-or-prefilling-forms-using-query-string-parameters) For example: `https://apply.slateuniversity.edu/apply/form?id=f0ead616-158f-41e3-9183-6cbd5818d86f&person=e030e382-9260-4c19-aec2-2b61a8d31759` 2. The form's pre-configured access condition stipulates that the application record must have a Coalition Application ID in order to access it. Set a **fake** Coalition Application ID (for example, TEST1234) on the application you are using for testing, or use an existing test application that already has a Coalition Application ID. 3. The form contains a payment widget field. This field must be fully configured as described in the [Application Fee collection section](/v1/docs/coalition-supplement-form#application-fee-collection) above before accessing the form for registration. If you will not be collecting an application fee, delete the payment widget field. > [!TIP] > ✨ Check out our [Coalition FAQ article](/v1/docs/coalition-faq).