A family information page allows for the collection of data pertaining to an applicant's family relations, like mother, father, brother, and sister. Using the relationship widget, you can introduce conditional logic to your form, customize instructions, and collect information in additional standard or custom relationship-scoped fields.
Four steps to creating a custom family history page:
- Create a Slate-hosted-application-page-scoped form.
- Create a widget-scoped form.
- Add the widget to the Slate-hosted-application-page-scoped form.
- Add the Slate-hosted-application-page-scoped form to a Slate application.
Step One: Create the Slate-Hosted Application Page
This form serves as the host for the widgets you'll create later.
Step Two: Create the Widget
Try a Slate Example
Use Briefcase to import our ready-made example Relationship Widget form.
- Custom list fields do not persist through Briefcase imports. The application page will be blank if you do not add your own to the widget. See examples in the section below.
- Be sure to open and re-save each form field to break any potential cache from the briefcase import.
- Select Forms from the main navigation.
- Click New Form. A popup appears.
- In the New Form popup, enter the following:
- Page Title: Give the form a descriptive title.
- Status: Set the status to Confirmed/Active.
- Folder: Add the form to an existing folder, or select Other to create a new one.
- Click Save.
- Click Edit Form on the right side.
- Click Edit Properties. A popup appears.
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.
Step Three: Add the Widgets to the Host Form
Adding the widget form to the host form.
Step Four: Add the Host Form to a Slate Application
The application form widget is now active in the application. Be sure to test that data entered into the widget is saving back to the appropriate table on the Profile tab of the Person record.