Overview

Form Fields let staff customize what kind of information they want to collect from applicants.

🚧 Form Field Actions

Save Form

To save the form, click the 💾 Save button.

When multiple users are viewing the same form, it is important to coordinate such that only one person makes changes to the form and saves. If two users save the page, the last person to save the page will have their change persist.

Add New Field

To add a new form field, click the Add button, and select a form field type to add to the form.

There are two ways to put a new form field onto the form:

Drag the form field type onto the form to the desired location.
Clicking on the form field type will create a new form field at the bottom of the field

Edit

To edit a form field, click the ✏️ Edit button. Clicking the button again will switch the view to adding a new field.

Move

To move a form field in the form, click and hold the Move button and drag the form field around.

Duplicate

To duplicate an form field, click the Clone Element button. Duplicated elements,

Delete

To delete a form field, click the Remove button.

Deleted form fields are recoverable in the Trash Bin Tray until the browser page is refreshed.

🚧 Common Form Field Settings

🚧 Form Field Types

Text Entry

Overview

General purpose text entry. Regular expressions

Form Field Settings

Signature

Toggle to make text appear as signature (Cursive).

Use Text Auto-Completion

After enabling this setting, words or phrases, etc. in the text area (one option per line). The text entry will attempt to match to available option(s).

Regular Expression

Regular expressions are a powerful tool to specify what is valid text. Use the drop-down to select from preset Regular Expression options. If you’re regular expression savvy, you can select “Other” to create your own Regular Expression.

The Regular Expression Error Message is used to specify the warning to the applicant if they don’t type something valid.

Input Mask

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 to select from preset Input Mask options or select “Other” to use a custom mask.

The table below provides an overview of special characters used to create a new input mask.

Character	Notes
0	(zero) User has to enter a digit
9	User may enter optional digit
#	User can enter a digit, space, + or – signs
L	User must enter a letter
?	User may enter an optional letter
A	User has to enter a letter or digit
a	User can enter a letter or digit
&	User has to enter either a character or a space
C	User can enter optional characters or spaces
>	Upper case
<	Lower case
" "	Characters within double quotes will be displayed literally
\	Causes the following character of the back slash to be displayed literally
!	Causes the input mask to read left to right

Minimum Length

If the entered text is less than the minimum length specified, it will display a warning to the applicant that the entered text is invalid. You can specify what the warning message is by changing the “Min Length Error Message”.

Maximum Length

If the entered text is exceeds than the maximum length specified, it will display a warning to the applicant that the entered text is invalid. You can specify what the warning message is by changing the “Max Length Error Message”.

Common Uses

Names
Addresses
Phones

Date Entry

Overview

General purpose Date entry.

Common Uses

Birth dates
Effective Dates

Yes/No Checkbox

Overview

Check-boxes used for True/False or Yes/No values.

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 would be more appropriate.

Common Uses

Agreements
Toggle for Show-ifs
- “Click here to show more information”
- Show entire sections based on if they agree to a check-box

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.

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

Drop-down List

Overview

Drop-down 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.

Required Drop-downs 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

Yes/No Drop-down

Overview

Drop-down lists which only contain Yes and No as options.

You can setup a regular drop-down list as a yes/no drop-down 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.

Province Drop-down

Overview

Province drop-downs contain all Canadian provinces, territories and American States.

Common Uses

Addresses
School History

School Drop-down

Overview

School drop-downs 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 is used for filtering on the Review Page.

The School selected in the School Drop-down will also determine which staff will be able to see an application, based on their School Rights.

After selecting a School, the Grade Drop-down 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.

Grade Drop-down

Overview

Grade Drop-downs display the available grades at a school. To adjust what grades are available in a school, setup the form’s Schools & Grades.

IMPORTANT There must be a School Drop-down before a Grade Drop-down 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.

Course Drop-down

Overview

Course Drop-downs allow applicants to enrol in courses within the district. You can specify which courses are to be displayed in the Course Drop-down by clicking “+ Add Courses”.

When selecting courses, you can re-arrange how they appear by dragging the Move icon, or remove courses by clicking the Remove icon.

Information regarding a Course is synced from PowerSchool.

Common Uses

Enrolling student in course(s)
Displaying Course specific sections on the form

File

Overview

File fields allows applicants to upload a file that is relevant to the application.

Form Field Settings

File Categories

File categories can be chosen to let applicants specify what kind of document they are uploading.

Description

A description of the file to be uploaded by the applicant.

Common Uses

Proof of Residence
Proof of Citizenship

Header

Overview

Headers are used along with Copy Headers and Page Breaks to organize the form.

Sections: Show-ifs applied to a header are also applied to all non-header fields below the header until the next header or page break is present.

Duplicating Section

Sections of the form under a header can be duplicated by clicking the Copy Section button.

🚧 Copy Header

Overview

Static Text

Overview

Static text display written in the text area.

Common Uses

Descriptions
Instructions
Warnings

Page Break

Overview

Page Breaks are used along with Headers and Copy Headers to organize the form.

Page Breaks divide the forms into pages which are visible when applicants are filling out the form.

WARNING Adding or Removing page breaks while the form has Scripting implemented may break the scripting resulting in unexpected loss of functionality on the form.

Form Field Settings

Page Title

Set name of the page which is visible when the applicant hovers over the page button.

🚧 Map

Overview

The Map field is used to visualize addresses, alert applicants if they are outside a school’s boundary.

The map field requires boundaries to be setup. Please contact SchoolEngage staff to setup district boundary information.

🚧 Form Field Settings

🚧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

🚧 Payments

Overview

The payment field lets applicants start a payment transaction with a payment provider.

For more information on how to setup payments, please visit our page on Payments