The form palette offers a wide variety of interactive data entry options for use on your forms. Heading 1 A header with the largest text Example: This larger heading may feature the title of a form section stating "Biographical Informatio...

Custom instructions may be added to clarify certain aspects of the form. For example, asterisks (*) may be used to indicate required fields, so a key may be provided at the top of the page. Drag the Instructions tool from the Form Builder Palette to...

When you create a form , you can map field inputs to standard Slate fields, like Preferred Name. In the form, select Edit Form. From the palette, select Text Box . Configure the following settings: Status : Set field to Active. ...

When mapping to a System Field that utilizes a prompt list, the system prompt options automatically populate the Prompts box with each of the active prompt options. The 'Connect to system prompts' checkbox is automatically checked. For example: ...

Unmapped form fields can capture data that is not essential within the larger context of the person record, but it may help accomplish a business process. For example, a question may be asked on an inquiry form if the student would like a viewbook ...

Form fields may be mapped to the custom fields that are created in Database>Fields. 🔔 Use the Right Tool! Carefully consider the Form Builder Palette tool needed for the custom field. For example, if the custom field is configured in Dat...

Replicate blocks are a type of section break that let registrants repeat a given set of form fields. Potential use cases include: Collecting multiple school or school level combinations Adding multiple interest or interest type combinatio...

Grouping Many sections of the Profile tab on the Student Record allow multiple data points for a single entity. For example, data for a single school can contain multiple data points including the school name, CEEB code, and level of study. The Fo...

Capturing contact information on an inquiry form is essential for future marketing campaigns. Email Address and Mailing Address are among the required fields that included by default. If outreach efforts also include calling students, it is importan...

It can sometimes be useful to collect a custom address that is not connected to the default permanent or mailing addresses within Slate. This article outlines two possible methods to capture custom address data within a form: Create a custom addr...

Forms have two widgets relating to payments: Payment amount: Lets the registrant (or administrative user completing the form) add items to be calculated toward a total by the Payment widget. Not required to use the Payment widget. Paym...

The video capture form widget , located in the form palette , lets you collect recorded video from a registrant on person- and application-scoped forms, among other scopes. Step 1: Creating the video material To administratively view a vid...

AI interviews let you craft dynamic, automated, interactive video interviews for any purpose. When you add a video capture form widget to a form , you can configure it as an AI interview. When you do, you can prompt Slate AI to conduct an inter...

The Secret form field widget lets users enter sensitive data, like a Student ID Number (but not a Social Security Number— see below ), on a form and ensure the values are hidden.  Adding the Secret widget to a form To use the Secret ...

The Signature form field widget lets registrants provide a cryptographically-secured electronic signature on a form. Adding the Signature widget to a form To use the Signature widget: Go to Forms. Select an existing form, or crea...