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Overview

Table of Contents

Activity Dropdown

Overview

Activity Dropdowns allow users to select Activities . To adjust what activities are available in a form click the Add Activities.

Activities in the Add Activity dropdown can be added in the Activity & Venue Management page and can be added to the field by selecting within the Add Activity dropdown.

Risks that display for the Activity will pull from the defaults setup in the activity management page, but can be adjusted to the specific form.

When selecting Activities, you can rearrange how they appear by dragging the (blue star) Move icon, or remove Activities by clicking the (blue star) Remove icon.

Activities selected here are a snapshot of activities. Updates made to the activity and venues will not be reflected here once the field has been created.

Venue Dropdown

Venue Dropdowns allow users to select Venues associated with a selected activity. To adjust which activity is connected to the venue scroll to the Field Trips section and select the activity dropdown in the Linked activity field.

Selecting Display Additional Activities will allow the user to select additional activities to be selected for the selected venue. If unchecked then only the venue will display.

Additional Venues or activities can be added or connected in the Activity & Venue Management page and can be added to the activity field.

Note: When you add new venues to an activity, you will need to re-save the form to ensure the updated list of venues appears.

Risks

Risks will display the risks associated with Activities and activities selected in Venues. Risks will pull based on the risks set in the activities dropdown and display for the user.

Additional Settings

System Tags

Base Form Map Source

Communication between a Field Trip form and its related Field Trip Confirmation forms is enabled by aligning field names. This is achieved using the "SE - Base Form" map source, a read-only tool exclusive to Field Trip Confirmation forms.

Operation Guide:

  1. Create a Field Trip Form: While adding fields, note the field names you intend to use later.

  2. Create a Field Trip Confirmation Form: During setup, select the previously created Field Trip form. as your base form.

  3. Add Form Fields: For each field you want to link to the base form:

    • Ensure the "Field Name" matches exactly the field you are trying to link.

    • Under "Data Mapping," select the "SE - Base Form" map source as your input.

    • Choose the "Matching Field Name" option.

    • Save your changes to finalize the setup.

Example Setup:

  • Field Trip Form: Create a Date Entry field named “fieldTripDate.”

  • Field Trip Confirmation Form:

    • Create a Date Entry field also named “fieldTripDate.”

    • Apply the "SE - Base Form" map source to this date entry field.

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