Designing Form Sections and Content Blocks

Adding Repeatable Sections

1. Create or edit a form and add a Section.
2. Select the Make this section repeating toggle.
3. Specify the Object that all the questions will reference, such as Enrollment History.
4. Indicate the minimum and maximum number of records. For example, you might indicate a minimum of one but a maximum of three if you require an entry but do not want the student to enter more than three enrollment histories.
5. You can choose to specify the text for the button that will indicate more records can be added. By default, the button will read Add One More. To change this, enter different text.
6. If you want to control when the section appears, enter Section Conditions. Only users who meet the conditions will see the repeatable Section.
7. Add Content widgets by selecting the type of information being collected.
   
   1. The Object will default based on your earlier selection, and you must select a Field and any Conditions. Note: Conditions must be based on fields within the section.

Adding a Question Block

Questionscan be added to your form to gather specific information from users.

1. Click or Drag the Question widget onto your form.
2. Select the following:

• Object = Contact or Contact Child Objects.
• Field = <select an available field>
• Required = Click the toggle to ON if the field should be required.

3. Add Display Text for the question, this is the label that will display to the user:
   
4. Indicate if the question should be Used for Matching:
   1. First Name, Last Name, and Email will default to ON for Use for Matching.
   2. When users submit a form, Contact matching is based on the following:
      • First Name
      • Last Name
      • Email
   3. The system will look for an EXACT match on all 3 of the above fields plus any additional fields you choose for Matching. For details on customizing Contact matching, see Managing TX Forms.
5. Indicate any Conditions (condition sets) if applicable:

1. Click the + to add conditions
2. Select an Object, Field, Operator, and Value that must be met for the block to display. You can only select Objects/Fields that have already been added to your form.
3. Click + to add additional conditions
4. Save your changes.
5. For additional information on TX Forms Condition Sets, see Adding Conditional Content.

5. Add any Option Groups, if applicable.
6. Save your changes.
7. If errors occur during saving, a panel will display on the right, and the section with the error will be outlined in red. For additional information, see Validating your TX Form.

Note: If you include the Source field on the General form and the user does not answer questions related to the Inquiry fields, the system will still create an Inquiry record with the Source field data.

Notes about Field Types

Different options are available depending on the field type selected:

• Date Fields allow you to choose to Disallow future dates.
• Number fields allow you to indicate a Minimum and Maximum value for the field.
• If you are using the School Picker, you can limit the list of schools by selecting a School Type.
• Boolean fields – The labels for Yes/No questions can be updated, but you can NOT change the Integration Values.
• Radio buttons are not an option for yes/no fields.
• Refresh link—resets the Key and Value lists from SF. This is used if you recently added a value in SF but don’t see it on the list.
• Autocomplete fields - like School Name, allow you to select the School Type to filter out specific types of schools (optional).
  Email fields include an option to Enable Email Validation. When enabled, the user is prompted to confirm their email address. The user must then retype their email address to proceed.

Address Widget

The Address widget ensures that address fields are standardized and properly mapped. The Address Widget includes:

• Street
• City
• State/Province
• Postal Code
• Country

Disclaimers

The Disclaimer Content Block allows you to select a checkbox that a user can click to acknowledge any disclaimers or terms and conditions. For example, you can include a Terms and Conditions section indicating that the user acknowledges that they are allowing your institution to contact them:

You can only select a checkbox field (i.e., Boolean field) for a Disclaimer Content Block; the list of fields will automatically be limited to checkbox-type fields:

• Object = select either Contact or Inquiry
• Field = select an available checkbox field
• Required = indicate if the field is required
• Conditions = you can add conditions if the Disclaimer should only display to a specific set of users.
• Disclaimer content types will display your Text in ALL CAPS.

Display Text and Dividers

Use these non-interactive blocks to create a smoother experience:

• Display Text: Add descriptions, instructions, or formatted text between fields.
• Divider: Separate sections visually without adding a new section.

File Uploads

The File Upload widget in TX Forms allows you to enable file uploads for specific types of documents.

1. Click or drag the Upload widget onto your form.
2. Select the following:
   • Object
   • File Types - indicate the allowed file types by entering the file type extension. Use a comma for multiple options. For example, doc, docx, pdf
3. Indicate whether the upload is Required.

Notes:

• A batch job, TX Forms Upload Cleanup, is available in Base Custom Settings to clean up orphaned files; if a user uploads a file but does not submit the form, the batch job will remove it.
• The file size limit is 3MB.

Hidden Fields

Hidden fields are used for data you want to collect that isn't meant to be displayed to students. Add Hidden Fields to:

• Pass in Source codes
• Pre-fill user information from URLs
• Tag records with default values (e.g., “Web Inquiry”)

Click or Drag the Hidden Field widget onto your form. Set the Default value that will be used to populate the selected field, for example:

• Object = Inquiry
• Field = Source
• Indicate the Value in the form pane: