Custom Personal Background Page

In the default Slate-Hosted Application, the personal background page (identified by the part ID per) consists of a pre-made module that allows students to enter their name, addresses, contact information, and biographical details.

This article covers the creation of a custom personal background page in the Slate-Hosted Application using a Slate-Hosted Application Page-scoped form. 

Important: The Address Widget

Address data collected with an address block on a custom personal background page will not be properly validated. Instead, use the address widget.

An explanation is included in this article.

Personal_Information_Page.png

An example of a custom personal background page on the Slate-hosted application.

  Four steps to creating a custom personal background page:

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

In addition to hosting the address widget, this form will include the rest of the personal background form fields applicants will complete. 

  Try a Slate Example

Use Briefcase to import our ready-made example Personal Background page form.

  • Be sure to open and re-save each form field to break any potential cache from the briefcase import.
Briefcase ID
7a261c8e-e50d-c093-5fda-fd45f285a586@slate-showcase

Personal_Information_Page_-_Briefcase_Example.png

  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.

Selecting_Slate_Hosted_Application_Page_Scope.png

  1. In the Edit Properties popup, configure the following:
    • General Settings:
      • Scope: Select Slate-Hosted Application Page.
    • Merge Fields:
      • Add any desired exports that should pulled into the form. See example opposite. 
  2. Click Save.
  3. Create the form fields required to collect all the personal information required from your applicants. See Briefcase example above. 

Merge_Fields.png

 

Step Two: Create the Address Widget

  Try a Slate Example

Use Briefcase to import our ready-made example Address Widget form.

  • Custom list fields do not persist through Briefcase imports. The space where addresses entered by the applicant normally appear will be blank if you do not add your own custom list fields 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
2203abb0-3aac-5df3-d17d-14d9f37c3217@slate-showcase

Example_Address_Widget_Form_Fields.png

  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.

Address_Widget_Scope.png

  1. In the Edit Properties popup, configure the following:
    • Scope: Set the form's scope to Address 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 and subquery map provided opposite:
  2. Click Save.
  3. Configure the widget with the form fields applicants should complete. See the setup from the Briefcase example above.

Address_Widget_Custom_List_Fields.png

Location_Subqueries.png

Briefcase example custom list fields, and a visual breakdown of the Location subquery export.

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 Address Widget 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 the widget form created in the previous section.
  3. Click Save.
  4. Add any additional fields or instructions to the form.

Add_Address_Widget_to_Host_Form.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_Personal_Background_Page_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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