- 13 Aug 2024
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Form Settings - Field Configurations
- Updated 13 Aug 2024
- 4 minute read
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With a form created and fields in place, you can customize each field to make them more customized and tailored to your needs including:
Mapping to system fields
Defaulting a values
Conditionally displaying fields
Settings & Descriptions
Setting | Description |
---|---|
Status | Active/Inactive: Active fields display as expected. Inactive fields are grayed out in the Form Builder and are not available when the form is filled out, both externally and administratively. |
Type | Allows for selection of different field display options (depending on current selection). |
Label | Displays the title of the field and can be edited using HTML. |
Hide Label | When checked, the title of the field will not display. |
Placeholder Text | Only available for free-text fields. Displays inside of text fields until registrants begin to enter information/text. |
System Field | Maps to a system field in Slate. Custom fields can be accessed by selecting Fields from the first dropdown. |
Unsafe Override | The Safe / Unsafe setting for a person-scoped field determines how the field can be updated if an application in an active period exists for a record. Suppose a person-scoped field is configured as Safe. In that case, the field value is not updated by a safe source import or a safe form submission if the record has an application in an active period. Learn more about how safe and unsafe behavior can affect your records here. |
Null Handling | This setting allows incoming NULL values, the form field being empty, to clear out any value already stored in this field for the corresponding registrant/record. |
Export Key | Will be pre-populated when a system field is selected above. If this isn't a field that requires mapping to the Person Record, an export key can be entered to enable querying on this field data. |
Data Type | Specifies the kind of data expected to be entered into the field. Will affect how the data can be used in calculations. |
Size | Adjusts the width of the form field presentation. |
Format Mask | Ensures that data is entered and formatted consistently (e.g., restrict a GPA form field to only numeric data with two digits following the decimal point, currency with a thousand separator, or email address format). |
Max Characters | Sets field character limit. |
Max Words | Sets field word limit. |
Max Length Countdown | When a character or word limit is set, it can display the remaining characters or words that a registrant has before reaching the maximum. |
Prompts | Allows entry of prompts for non-mapped fields and displays system prompts for mapped fields.
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Calculation Formula | Allows for the creation of calculated fields in a form using a snippet of JavaScript. |
Autosuggest | Autosuggest can be used to data points such as school information so that a form is easier to complete and errors in data entry may be avoided. Since a dataset stores school information, this data can facilitate form completion by prospective students by enabling the Autosuggest feature. |
Default Value Formula | Auto-populates the form value from a previously selected export set in the form. |
Default Value | Presets the form field's value to a specific prompt from the prompt list associated with the form field. |
Column Width | Sets a column width on a form field. |
Layout | Defines the layout of the form field on the form. |
Options |
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Options Combinations
Here is a truth table for the different option combinations:
Internal | Read Only | Hidden | Disabled | |
---|---|---|---|---|
Required | The field will not display publicly to form registrants. When submitted administratively by a user, there will be a warning but the user can still submit the form. | Form can only be submitted if a value is set through script, autosuggest, or a default value. | Hidden will be given precedent over Required | Disabled will be given precedent over Required |
Internal | Displays value internally but does not allow editing | The value of the Hidden field will only populate if the form is submitted administratively | Displays value internally but does not allow editing or store value | |
Read Only | Hidden already cannot be edited and also are not displayed internally or externally | Disabled already cannot be edited and also does not store value | ||
Hidden |
Here are a few use cases for some of the combinations:
Required + Internal: any high priority internal field
Required + Read Only: visible calculation field if not all calculation inputs are required
Internal + Read Only: information needed to submit the form administratively