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Form Field Actions
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When the form field is empty or has no chosen value for drop-downsdropdowns, the placeholder will be present.
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The Default Value will populate the field when the application is first created.
For drop-downs dropdowns which have a Predef selected, you can select a option from the Predef as the default value.
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If the field is hidden due to a Show If, any existing values will be removed.
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Generate an alert for staff to review based on given criteria. For more information, please see Alerts.
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Form Field Types
Text Entry
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Regular expressions are a powerful tool to specify what is valid text. Use the drop-down dropdown to select from preset Regular Expression options.
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Input Masks will force the applicant to follow a specific format when typing. If the letter or number is outside of the given format, it will not be typed. Use the drop-down dropdown to select from preset Input Mask options or select “Other” to use a custom mask.
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TIP: Required Check-boxes are good for when you need the applicant to agree to something before moving on to the next step (i.e. Terms and Service). For situations where you need the applicant to answer - whether it be yes or no - a required yes/no drop-down dropdown would be more appropriate. |
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A series of checkboxes allowing users to select multiple options from a Predef. The number of selections can be restricted by setting minimum and maximum values in the Validation section.
Selections mapped to this feature will return a comma-separated list to the map source.
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Choosing between Updating, Removing, and retaining Contact information.
Relationships
Ethnicity
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Dropdown List
Overview
Drop-down Dropdown lists can contain options that are specified in a Predef. Applicants can type into the field and it will attempt to match to the nearest option.
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Required Drop-downs Dropdowns are a great way to control the flow of the form, diverting the applicant to different sections of the form. |
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Document Types
Relationships
Primary Language
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Yes/No
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Dropdown
Overview
Drop-down Dropdown lists which only contain Yes and No as options.
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You can setup a regular drop-down dropdown list as a yes/no drop-down dropdown by selecting a Predef that only has yes and no as options. |
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Toggle for Show-ifs
“Do you need … ?” If the applicant answers a certain way, then display/hide a section of the form.
Required consent where the applicant can decline or approve consent.
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Province
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Dropdown
Overview
Province drop-downs dropdowns contain all Canadian provinces, territories and American States.
Common Uses
Addresses
School History
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School
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Dropdown
Overview
School drop-downs dropdowns display the Schools available at a district. To adjust what schools are available in a form, setup the form’s Schools & Grades.
The School selected via the School Drop-down Dropdown is used for filtering on the Review Page.
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The School selected in the School Drop-down Dropdown will also determine which staff will be able to see an application, based on their School Rights. |
After selecting a School, the Grade Drop-downDropdown will be automatically updated to match the available grades at a school.
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Enrolling student in School
Displaying School specific sections on Form
Displaying Student’s current school from PowerSchool.
Displaying Student’s next year school from PowerSchool.
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Grade
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Dropdown
Overview
Grade Drop-downs Dropdowns display the available grades at a school. To adjust what grades are available in a school, setup the form’s Schools & Grades.
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IMPORTANT There must be a School Drop-down Dropdown before a Grade Drop-down Dropdown in the form. |
Common Uses
Enrolling student in a specific grade
Displaying Grade specific sections on Form
Displaying Student’s current grade from PowerSchool.
Displaying Student’s next year grade from PowerSchool.
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Course
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Dropdown
Overview
Course Drop-downs Dropdowns allow applicants to enrol enroll in courses within the district. You can specify which courses are to be displayed in the Course Drop-down Dropdown by clicking “+ 
Add Courses”Courses.
Courses are restricted to courses at School The list of available courses is limited to the schools that you have the School Rights to and course descriptions can be adjusted here. They are also restricted using access to. You can also adjust course descriptions within the dropdown setup.
Courses are further restricted by the Form Year, and which must be set and saved prior to before adding courses. These can be further restricted by leveraging https://intellimedia.atlassian.net/wiki/spaces/SSE/pages/19202729/Schools+Grades+Tab#Course-Links Additional restrictions to a Course Dropdown can be applied using the Course Links section within the Schools Grades Tab.
When selecting courses, you can re-arrange rearrange how they appear by dragging the 
Move icon, or remove courses by clicking the 
Remove icon.
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Information regarding a Note: Course information is synced from PowerSchool. |
Common Uses
Enrolling student in course(s)students in courses
Displaying Course course-specific sections on the form
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The subtotal field lets applicants have a sum of values that is visible to the user. This field connects to existing Text Entry fields. The prime functionality of this field is that it allows for summing of fields to display without any custom scripting.
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Button
Overview
The button field allows users the ability to perform actions with the click of a button without the need for any custom scripting. Each button can only have one button type, isolating its functionality to
Types
Type | Description |
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Copy Field Values | Transfers values from one field to another when the button is pressed. |
Copy Field Values
The "Copy Field Values" button type allows you to easily transfer values from one field to another. To use this button type, follow these steps:
Create a Button Field: Start by adding a new button field to your form.
Select the Button Type: Choose "Copy Field Values" as the button type.
Add Fields: Click
Add Fields to begin setting up the field copying.Select Source Field: Choose the field from which you want to copy the value under "Source Field."
Select Target Field: Choose the field where you want the value to be copied to under "Target Field."
Repeat as Needed: To copy additional fields, repeat steps 3-5.
Save Your Form: Once all fields are set up, save the form to apply the changes.
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