Collecting and Displaying Entity Data

An entity-widget-scoped form can be used to collect entity data. Once configured, the entity widget-scoped form must then be added to either an application page-scoped form or a person page-scoped form.

Entity data can be collected on other types of forms by adding entity-scoped fields directly to the form or by using a replicate block.

Create an Entity Widget Form

  1. Select Forms on the Slate navigation bar.
  2. Select New Form.
  3. Add a name for the form in Page Title.
  4. Configure any other form settings as desired.
  5. Click Save.
  6. Select Edit Form.
  7. Select Edit Properties. A popup appears (pictured).
  8. Configure each setting* as necessary.

  9. Click Save

The Custom List Fields area within Edit Properties allows you to define columns (exports), filters, and sorts. This controls what values appear on Forms that leverage the widget. 

*Click here for a complete listing of all setting descriptions.

Populate the form with the desired entity-scoped fields. These fields should represent the data that should be collected and stored for each entity entry. For example, Scholarship field, Scholarship account, Scholarship approved, and Scholarship amount.

Collect and Display the Entity Data

(Option 1 - Preferred): Embed an Entity Widget

With the widget created, embed the widget in a custom tab or inside a Slate application:

  1. Navigate to the desired form page in Forms.
  2. Edit the form and select "Widget Table."
  3. Configure each setting* as necessary.
  4. Click Save.

*Click here for a complete listing of all setting descriptions.

(Option 2 ): Mapping Individual Fields on a Form Without a Widget

  1. Add a field from the form palette.
  2. Select the Entity in the System Field drop-down, and the entity-scoped field in the second System Field drop-down.
  3. Configure each setting as necessary.
  4. Continue this for any other field associated with the entity that you wish to collect/display.

   

*Click here for a complete listing of all setting descriptions.

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