Interest Widget

The interest widget can be used in place of the standard Slate application Activities page.

Creating a Widget Scoped Form
  1. Select Forms on in the top navigation bar.
  2. Select New Form.
  3. Give the form a title, set the status to Confirmed/Active, and select Save.
  4. Select Edit Form in the right-side pane.
  5. Select Edit Properties and set the scope to Page Construction Widgets > Interest Widget.
  6. Configure the widget with the form fields that applicants should complete in the application. The Activity Name field is required to create an activity on a person record.
Click the Light Bulb  for a complete listing of all setting descriptions.

Important

Be sure to map all fields in the widget to system fields of the same scope. Any custom fields created to be used in the widget should match the scope of the widget.
Creating an Application Page Scoped Form
  1. Select Forms on the top navigation bar.
  2. Select New Form.
  3. Enter the following Form configurations in the dialog box:
    • Page Title: The page title appears to an applicant as the name of the page.
    • Folder: Keep organized by saving application form widgets within a clear folder structure.
    • Status: Set the status to Confirmed/Active.
  4. Select Save.
  5. Select Edit Form
  6. Select Edit Properties and set the scope to Application Page.
  7. Drag a Widget Table from the form builder palette into the form.
  8. Edit the widget table and select the widget form created previously from the Widget Form list.
  9. Add any additional fields or instructions to the form.
Adding the Application page Scoped Form to a Slate Application
  1. Select Database on the top navigation bar and select Application Editor.
  2. Choose the appropriate /apply/ link for the application base the page should be added to.

    NOTE: If only one application base exists, the only link that will appear will be /apply/.

  3. On the next screen, click Edit Menu in the upper-right.
  4. In the popup window, click Add Link.
  5. Enter the following configurations:
    • Type: Select Custom Form Page.
    • Subtype: Select the application page-scoped form that was just created.
    • Label: Enter the name that will display as the page link in the application navigation.
  6. Select Save.

Once saved, this new form will be listed at the bottom of the application menu. Drag this page to where it should be placed within the application. The application form widget should now be live in the application. Be sure to test that data entered into the widget saves back to the appropriate table on the Profile tab of the Person record.

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