Fields that store multiple values from a prompt list

Custom fields will have different configurations based on the type of data stored. This section will focus on four types of custom fields:

  • Fields that store free-text values
  • Fields that store a single value from a prompt list
  • Fields that store multiple values from a prompt list
  • Fields that store a yes/no value

Before configuring custom fields in Slate, carefully consider the data being captured and how it will be leveraged in Slate.

How to Create Multiple Values Prompt List Fields

To create a field that stores multiple values, enter the following field configurations:

  • Prompt - Select the prompt list by selecting the Prompt Key.

    Field values will display in alphabetical order unless the order is specified within the prompt configuration.

  • Value Important: Set the Value to Store Prompt ID for all custom fields that use a prompt list configured in the Prompts tool.
  • Multiple - Set this to Multiple Values.
  • Ordered - Leave the ordered setting as Unordered values.

    • This field value should typically be set to Unordered values. Ordered values are used for fields that are grouped together using a replicate block.

  • Appendable - Select the desired Appendable setting. See field settings for more details.
Replace vs. Append

Information may be collected for a field that stores multiple values.  Data may come into this field from various sources (e.g., an inquiry form, an event registration form, uploaded data). Carefully consider how a field should save data when new information is submitted. For example, an academic interests field may have the following values stored for a record:

Academic Interests Biology
  English
  Theatre

If the field is configured to 'Replace existing values upon form submission or dataset import', new data that comes into this field from a form submission or a dataset upload will delete any existing values and save only the most recently submitted or uploaded values:

Academic Interests Biology  
  English  
  Theatre Form Submission
    Academic Interests
  Biology Biology
  Chemistry  Chemistry
  Sociology Sociology

If the field is configured to 'Append to existing values upon form submission or dataset import', new data that comes into this field from a form submission or a dataset upload will preserve any existing values and add new values upon form submission or source import:

Academic Interests Biology Form Submission
  Chemistry Academic Interests
  English Biology
  Sociology  Chemistry
  Theatre Sociology

  Single Value Field?

Custom fields that are configured to store a single value will always have the value replaced by the most recently submitted or uploaded data.

Important!

The following settings should never be changed after a field is in use:

  • Scope
  • ID
  • Prompt
  • Value

Changes to any of these may result in inconsistent and inaccurate data.

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