Field Trip Form Fields

Owned by Tyler Bach
Last updated: Aug 13, 2024
3 min read

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 Move icon, or remove Activities by clicking the Remove icon.

Important: The activities selected here represent a snapshot taken at the time the form is created. Any updates to the activities and venues made after this will not appear until the form is re-saved.

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.

 

Important: The list of venues on the form reflects the options available at the time the form was saved. To include any newly added venues, you must re-save the form, as existing forms will not automatically update.

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

System tags are tags that can be placed on a field to help identify that field to the system for extra functionality. Currently we have five system tag types and they are primarily focused on functionality with field trip forms, but we’ll be expanding the amount of tags and their functionality in the future.

Tag Types

  • Name

    • Setting this tag will automatically take this value and set it as the internal value of the application when saved.

    • For field trips, this means you can name your field trip with this tag, and then display that name to make it easier to keep track of your individual field trip forms.

  • SendOutDate

    • For field trip forms, when this tag is set, the confirmation forms that are sent to the parents will be sent on the specific date.

  • Payment Tags

    • These are tags that have specifically to do with creating payment items based on the information gathered by the fields they’ve been applied to.

    • Price

      • Sets the price of the payment item associated with this field trip.

    • GLCode

      • Sets GL code of the payment item to help keep track of amounts during payment reporting.

    • Description

      • Sets a description of with the payment items is paying for for the parents reference

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.