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
|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.|
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.|
Allows entry of prompts for non-mapped fields and displays system prompts for mapped fields.
|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.|
Here is a truth table for the different option combinations:
|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||Do Not Use - field cannot be seen, be edited, or store a value|
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