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Custom Relationship Page

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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.

Family_Information_Page.png

  Four steps to creating a custom family history page:

    1. Create a Slate-hosted-application-page-scoped form.
    2. Create a widget-scoped form.
    3. Add the widget to the Slate-hosted-application-page-scoped form.
    4. 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. 

  1. Select Forms from the main navigation.
  2. Click New Form. A popup appears.
  3. In the New Form popup, configure the following:
    • Page Title: The page title will display to an applicant as the name of the page.
    • Folder: Keep organized by saving application pages within a clear folder structure.
    • Status: Set the status to Confirmed/Active.
  4. Click Save.
  5. Click Edit Form on the right side.
  6. Click Edit Properties. A popup appears.
  7. In the Edit Properties popup, configure the following:
    • Scope: Select Slate-Hosted Application Page.
  8. Click Save.

Slate_Hosted_Application_Page_Scope.png

 

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.
Briefcase ID
7afa871b-193a-11a1-84cd-9d56b5f20e92@slate-showcase
  1. Select Forms from the main navigation.
  2. Click New Form. A popup appears.
  3. 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. 
  4. Click Save.
  5. Click Edit Form on the right side.
  6. Click Edit Properties. A popup appears.
  1. In the Edit Properties popup, configure the following:
    • Scope: Set the form's scope to Relationship Widget, within the section Page Construction Widgets.
    • Custom List Fields: Add exports, filters and sorts as needed to present the applicant's submitted information on the application page. Examples provided opposite:
  2. Click Save.

Relationship_Widget_Scope.png

Relationship_Wiget_Custom_List_Fields.png

 
  1. Configure the widget with the form fields applicants should complete. See the setup from the Briefcase example opposite.

Example_Form_Fields.png

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.

 

Step Three: Add the Widgets to the Host Form

  1. From the form builder palette, drag in a Widget Table.
  2. Edit the widget table. From the Widget Form list, select one of the widget forms created in the previous section.
  3. Repeat for any additional widgets created. Drag the widget table form fields to reorder on the page.
  4. Add any additional fields or instructions to the form.

Widget_Table.png

     

Adding the widget form to the host form.

 

Step Four: Add the Host Form to a Slate Application

  1. Select Database from the main navigation, then select Application Editor.
  2. Choose the /apply/ link for the application base to which the new page should be added.

    NOTE: If only one application base exists, only /apply/ will appear.

  3. Click Edit Menu in the upper-right.
  4. Click Add Link. Enter the following configurations:
    • Type: Select Custom Form Page.
    • Subtype: Select the Slate-Hosted-Application-Page-scoped form you created.
    • Label: Enter the name to display as the page link in the application navigation.
  5. Click Save. The new form will be listed at the bottom of the application menu.
  6. Drag this page to where it belongs in the application page order.

Add_to_Application.png

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.

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