Implementing School Picker

Configuring a School Picker Field

1. Select the "FormAssembly" application from the application picker in the top right corner.
2. Click the "Manage Web Forms" tab.
3. Click on the form for which you want to configure a School Picker.
4. Click on the "Publish" tab.
5. At  the bottom of the “Publish” tab, click the Show how to prefill form data dynamically link.
6. This will open a page to help you dynamically prefill your form. Scroll down to the "Parameter List" section of the page.
7. In the "Field Name/Option Value" column, make a note of the number related to the School Name question on your form (you do not need the "tfa_" prefix).

Note: Your question can be in any format. For example, you may ask "What was the last school you attended?". Whatever your question, look for the number in the "Field Name/Option Value" column associated with that question.

8. Once you have identified the number associated with your school question, click the "Manage Web Forms" tab.
9. Click Edit next to the form name.
10. Click Edit in Form Builder to open the form.
11. Click the "Properties" tab.
12. Click Custom Code and add the code below. Replace the ### with the number (disregarding the "tfa_") and paste the code into the “Custom Code” section of the form:

<script type="text/javascript">
$(document).ready(function() {
makeSchoolpicker("###");
});
</script>

13. Click Apply, then click Save.

Note: School Picker only uses the Salesforce Site URL, NOT the TFA URL. For instructions on how to build the URL, please see: Building the URL for a Student-Facing Inquiry Form.

Configuring More Than One School Picker

1. Repeat the makeSchoolpicker line once for each instance as shown in the example below:

$(document).ready(function() {
makeSchoolpicker("3");
makeSchoolpicker("7");
});
</script>

Filtering the School Picker by Account Type

1. Add a second parameter to the makeSchoolpicker function with the type(s) you want that picker to display. To show multiple types, insert a semicolon between the types (NO spaces):

$(document).ready(function() {
makeSchoolpicker("3","Church");
makeSchoolpicker("7","High School;College");
});
</script>

2. Click Apply, then click Save.

If you are using EDA, you should always set the School Level to exclude Administrative Accounts:

makeSchoolpicker("7","High School;College");

3. In your salesforce account, go to [Your Name] > Setup and search for Custom Settings.
4. Click Manage next to "Events Settings".
5. Click Edit next to "default".
6. Fill in the complete API name of field you want to filter on in "School Filter Field." For example, TargetX_SRMb__School_Level__c.

Notes: 

• The field used for the filter has to exist on the Account object.
• Unknown School will always default to appear in the School Picker no matter what you search for, as it is written into the code. 

Add a filter 

1. ​Navigate to Setup and search for Apex Classes.
2. Locate the TX_AutocompleteController and select Edit.
3. Add the filter (WHERECLAUSE) on Line 8 in the following format: 

private static FINAL String WHERECLAUSE = '(TargetX_SRMb__school_level__c = \'Secondary\' OR TargetX_SRMb__school_level__c = \'Higher\')';

This example filters out records where  the School Level field (picklist) is either Secondary or Higher.

4. Once updated you need to migrate TX_AutocompleteController to production.

To restrict the max number of records returned 

1. Add the following on Line 9, changing the MAXRECORDS value to your preference​:

private static FINAL Integer MAXRECORDS = 100;

2. Once updated you need to migrate TX_AutocompleteController to production.

To display a different field in place of the Account Name 

You can display a formula field that is a concatenation of the Account Name, City & State 
 

1. Update the LABELFIELD on Line 6 with the api name of your custom formula field. For example (where 'Online_App_Display_Value__c' is my custom formula field):

private static FINAL String LABELFIELD = 'Online_App_Display_Value__c';

Note: Unknown School will always default to appear in the School Picker no matter what you search for, as it is written into the code.