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🚧 Form Field Actions
Save Form
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Deleted form fields are recoverable in the Trash Bin Tray until the browser page is refreshed. |
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🚧 Common Form Field Settings
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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.
🚧 Rights
Rights dictate who can view and edit the form field.
Right | Description | Who can View | Who can Edit | ||
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Application Fields | Default field right where the form field can be viewed and edited by anyone. | Staff, Parent | Staff, Parent | ||
Office Fields… | Fields which are dedicated to administration related fields (i.e. Entry Codes, Address and Phone Effective Dates). | Staff | Staff | ||
Parent Only Fields | Form field that is only for the applicant to input, but the staff can see what was inputted. | Staff, Parent | Parent | ||
Submit Only Fields | When edit after submission is on, submit only fields cannot be edited submission. | Staff, Parent | Staff, Parent | ||
Staff Only Fields | Form field that is only for the staff to input, but the applicant can also see. | Staff, ParentStaff | 🚧 Staff Internal FieldsCBE | CBE | CBE |
🚧 Cross Reference Fields | CBE | CBE | CBE |
🚧 Prevent field from being modified on copies of this form
If this setting is enabled for a form field and the form is duplicated, the settings for the form field on the duplicated form will be uneditable by staff.
Data Mapping
Data Mapping is dedicated to pre-populating the field with information, as well as sending information to other 3rd party programs. For more information, please see Field Mappings.
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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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Agreements
Toggle for Show-ifs
“Click here to show more information”
Show entire sections based on if they agree to a check-box
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Multi-Select Checkbox
Overview
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.
Additionally, it can leverage materials synced from PowerSchool. Users can select one Course Dropdown per checkbox in the Course Materials Input, enabling them to choose materials related to the selected course.
Common Uses
Choosing the required school supplies.
Determining which French eligibility criteria the family meets.
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Radio Button
Overview
A group of clickable buttons where only one option can be selected in a group. The available options are based on the selected Predef.
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A good place to use Radio buttons are when you want the applicants to select only one option and want all options to be visible at the same time |
Common Uses
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. |
Common Uses
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. |
Common Uses
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.
Common Uses
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” 
Add Courses.
The list of available courses is limited to the schools that you have access to. You can also adjust course descriptions within the dropdown setup.
Courses are further restricted by the Form Year, which must be set and saved before adding courses. 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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File
Overview
File fields allows applicants to upload a file that is relevant to the application.
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A description of the file to be uploaded by the applicant.
Common Uses
Proof of Residence
Proof of Citizenship
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Header
Overview
Headers are used along with Copy Headers and Page Breaks to organize the form.
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Sections of the form under a header can be duplicated by clicking the 
Copy Section button.
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🚧 Copy Header
Overview
Copy Header fields are used to organize form fields as well as reduce the amount of input that a parent has to do when filling out multiple applications of the same form.
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The Copy Header form field will only copy information from the same form across applications. |
If a form is assigned multiple times to the children of the same parent, it is a good practice to put in Copy Headers for sections which will have the same information across students or children.
Once a Copy Header is applied to the form, applicants may click on the Copy Header to bring up a list of applications that they’ve filled out of the same form. Selecting one of the other previous applications will import and populate the form field values for the form fields within the Copy Header’s section.
Copy Headers and Show Ifs
Like regular Header fields, fields under the Copy Header will be affected by the Show Ifs applied to the Copy Header until the next Header, Copy Header, or Page Break.
Common Uses
Student Address
Contacts or Guardian Information
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Static Text
Overview
Static text display written in the text area.
Common Uses
Descriptions
Instructions
Warnings
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Page Break
Overview
Page Breaks are used along with Headers and Copy Headers to organize the form.
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Set name of the page which is visible when the applicant hovers over the page button.
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🚧 Map
Overview
The Map field is used to visualize addresses, alert applicants if they are outside a school’s boundary.
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The map field requires boundaries to be setup. Please contact SchoolEngage staff to setup district boundary information. |
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auto-complete and visualize addresses, as well as push users to certain schools, depending on the boundaries that their address falls within.
Form Field Settings
🚧Use Use Canada Post Data
🚧Show Map
🚧Show All schools if No Matching Boundary
🚧House Field
🚧Address Field
🚧City Field
🚧Province Field
🚧Postal Field
🚧Map Group
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If the division has a Canada Post AddressComplete account, the Address Complete functionality can be used within SchoolEngage as an auto complete for mailing addresses. To do so, please send the SchoolEngage team a copy of the API credentials for the account. Once that has been set up, checking this checkbox will turn on the address complete functionality for this map field.
Show Map
This setting toggles whether or not a map displaying a pin of selected address on an integrated map is shown. This map will also show any catchment areas / map boundaries that the student falls into and meets the criteria. See “Map Group” for more information on boundary criteria.
Show All Schools if No Matching Boundary
The default behavior of this element is that the School Dropdown linked as the output in the “Map Group” setting will only show schools that match the student falls into and meets the criteria for. This means that if the student does not match any boundaries, the School Dropdown will be empty. When this setting is checked, all valid schools will be shown if no boundary is matched.
Address Autocomplete Mapping (House Field, Address Field, City Field, Province Field, Postal Field)
This links the address autocomplete output to split the individual segments of an address into their respective fields on the form, as well as telling the form to group these fields together. Which of these five fields is used will depend on the data-set provided to Intellimedia for integration, so please confirm the configuration with Intellimedia and/or your transportation department before setup.
Map Group
This button will open a supplemental window that will be used to setup the rules for matching addresses to boundaries. Prior to using this function, you will need to import GIS Geography files. Please see Map Areas for more information.
Within the window, the following settings are available:
Map Group
This allows you to choose what set of boundary files should be set as options for this address field.
Inputs
Adds an additional column to the below table, which is used to add conditions for when boundaries are valid for a given student. Some examples for these inputs would be the grade and program selected for the student.
Outputs
The School Dropdowns which the filtered output of matching rows in the below table will be feed into.
Hide if Override
If a parent chooses to skip autocomplete and manually enter their address, these output fields will be hidden.
Data Table
Below these settings is a table with input and output columns. The column “Area” specifies the name of a boundary as specified in the data provided to SchoolEngage by your division’s transportation or planning department. This can be used to configure rules for when certain boundaries are valid, such as narrowing special program boundaries down to only that program.
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Payments
Overview
The payment field lets applicants start a payment transaction with a payment provider. This field connects to an existing payment item setup in the Payments section of SchoolEngage. The prime functionality of this field is that it allows for custom amounts to override for a specific payment item, which allows a greater degree of flexibility on forms. Whatever value is entered into this field, will be the amount charged to the user.
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For more information on how to setup payments, please visit our page on Payments |
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Subtotal
Overview
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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