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 Info...

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 ...

Autosuggest can be used on a form to relate a child record to a parent record. Autosuggest functionality already exists on form fields to search for organization records, allowing a form submitter to easily search for a specific school. For custom d...

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...

First name, last name, birthdate, and email address fields must be required on an inquiry form so that Slate can use this information to match onto an existing student record or to create a new student record. Do not change the required status ...

Additional biographical information, such as 'Preferred Name' may be captured. Map these fields to standard Slate fields. Use the Form Builder Palette to add a Text Box to the form. Status - Set field to Active. Type - Select the app...

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...

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...

Use the payment form widget on a form to: Calculate payment-due amounts and create Payment Due interactions on the user’s timeline . Collect payments using Slate Payments as part of a form submission. Payment widgets can be used on forms ...