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The Form Templates are at the heart of EdSmart. You can have as many templates as you like, and completely customise the fields on the Form to your requirements. This article describes the many field variations and options available to you.
There are 11 12 types of fields available:
- Human Body - a human body outline, front and back views.
- Long Description - a mini word processor where you can style the font, size and colour of the text, embed URL links, or just paste it in from another document.
- Text Field - a single line text field.
- CheckBox List - a group of one or more checkboxes, where the user can select one or more of the options. You can have as many options as you wish.
- Option List - a drop-down list of one or more options, where the user can select one option. Like the checkboxes, you can have as many options as you like.
- Read Only Text Block - a large formatted text field that will display as read-only text to users, great for explanatory text, notes, instructions and other information.
- Date Field - select a date from a calendar (day, month and year).
- Venue Address - these work just like a normal Text Field but, if you enter a valid address, a Google Map will be created and displayed in the Form.
- File Upload (Parent/Student Slips Only) - this field allows Parents/Students to upload attachments to Slips before submitting the Form.
- Student Attributes Attribute Field - user-defined fields of information you wish to maintain about a Student.
- Contact Attributes Attribute Field - user-defined fields of information you wish to maintain about a Contact.
- User Attribute Field - user-defined fields of information you wish to maintain about a User.
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Some field types have character limits:
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There are different fields, and different numbers of each field available, depending on whether you are in the School section or the Parent/Student section of your Form design. All of the field types, except for the Human Body and Attributes, allow for additional customisation. For example, when you edit a Venue Address or Text Field you will find a number of options:
Field Name
The label that will be displayed for this field on the Form
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HTML tags can be used to format the Field Name. The three supported options are: <b> (bold), <u> (underline) & <i> (italics). For example, a field name entered as <b>Start Date<b> will display as Start Date in the Form. |
Field Group
You can group fields into sections, and lock/unlock those fields as the Form moves through the Workflow.
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The default is Visible, but this allows you to Configure a field in your Form to only become visible if certain conditions are met. It also allows you to carry information in your Form that does not need to be visible, such as fields used to hold Calculation values or to trigger other Forms in a Process.
Read Only Label
Is this a Read Only field? This means the actual field will not be displayed, and instead, the Field Name text will display read-only. It's a great way to display a piece of text amongst the fields on your Form. Read Only Text Blocks are read-only by default.
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Here you are able to specify what type of data should be entered into the field. There are 11 options including email, address, number and time formats. The default is No Validation.
In addition, some field types (Read Only Text Block, Long Description, Option List or CheckBox List with Enable 'Other' field selected), allow you to change the formatting (font, size, colour, background) of the text you enter.
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