A family information page allows for the collection of data pertaining to an applicant's family relations, like mother, father, brother, and sister. Using the relationship widget, you can introduce conditional logic to your form, customize instructions, and collect information in additional standard or custom relationship-scoped fields.

Four steps to creating a custom family history page:

1. Create a Slate-hosted-application-page-scoped form.

2. Create a widget-scoped form.

3. Add the widget to the Slate-hosted-application-page-scoped form.

4. Add the Slate-hosted-application-page-scoped form to a Slate application.

Step One: Create the Slate-Hosted Application Page

This form serves as the host for the widgets you'll create later. 

1. Select Forms from the main navigation.

2. Click New Form. A popup appears.

3. In the New Form popup, configure the following:

   • Page Title: The page title will display to an applicant as the name of the page.

   • Folder: Keep organized by saving application pages within a clear folder structure.

   • Status: Set the status to Confirmed/Active.

4. Click Save.

5. Click Edit Form on the right side.

6. Click Edit Properties. A popup appears.

7. In the Edit Properties popup, configure the following:

   • Scope: Select Slate-Hosted Application Page.

8. Click Save.

Step Two: Create the Widget

  Try a Slate Example

Use Suitcase to import our ready-made example Relationship Widget form.

• Custom list fields do not persist through Suitcase imports. The application page will be blank if you do not add your own to the widget. See examples in the section below.

• Be sure to open and re-save each form field to break any potential cache from the suitcase import.

Suitcase ID

3abf2879-0326-410c-a907-b29b91e41d32:slate-examples

Step Three: Add the Widgets to the Host Form

1. From the form builder palette, drag in a Widget Table.

2. Edit the widget table. From the Widget Form list, select one of the widget forms created in the previous section.

3. Repeat for any additional widgets created. Drag the widget table form fields to reorder on the page.

4. Add any additional fields or instructions to the form.

Step Four: Add the Host Form to a Slate Application

1. Select Database from the main navigation, then select Application Editor.

2. Choose the /apply/ link for the application base to which the new page should be added.

   NOTE: If only one application base exists, only /apply/ will appear.

3. Click Edit Menu in the upper-right.

4. Click Add Link. Enter the following configurations:

   • Type: Select Custom Form Page.

   • Subtype: Select the Slate-Hosted-Application-Page-scoped form you created.

   • Label: Enter the name to display as the page link in the application navigation.

5. Click Save. The new form will be listed at the bottom of the application menu.

6. Drag this page to where it belongs in the application page order.

The application form widget is now active in the application. Be sure to test that data entered into the widget is saving back to the appropriate table on the Profile tab of the Person record.