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Element Palette

Overview

The element palette contains the building blocks (form elements) used to collect data within your form. We recommend you familiarize yourself with this information, as it will help you in determining what data to collect and how best to collect it.

The tables on this page include the name of the element, an example of the element when added to a page, the purpose of the element and how it can be used, and the element properties that can be configured. For detailed information about properties, refer to Element Properties.

To access the Element Palette:

  1. On the main menu, select  Configuration, then Form Builder.

  2. Select the form you want to work with. 

  3. Select the Form tab.

  4. Click Elements.

Structural Elements

All additional form elements must be contained in a group and a section. For a video overview of the structure of a form, refer to Form Builder- Form Structure

ElementExamplePurposeProperties
Section

Section

Use to define groupings of content. All Groups must be contained within Sections.

Visibility

Group

Group

Use to group related elements. All Groups must be contained within Sections. All non-hidden fields must be contained within Groups.

Visibility

Content Elements

ElementExamplePurposeProperties
Heading

Heading

Use to preface a section.

Note: Headings that are the first item on the page (when they’re not in a Section or a Group) are h1. Headings that are within Sections are h2. Headings that are within Groups are h3.

  • Title
  • Preview Note
Paragraph

Paragraph

Use the rich-text editor to quickly and easily enter and format the content you want to appear, including adding links, images, tables, tokens, etc.

  • Content
  • Preview Note

Basic Elements

ElementExamplePurposeProperties 

Checkbox

Checkbox

Use for input fields where users can select a value to indicate true/false, yes/no, etc.


  • Field Name
  • Label
  • Note
  • Help Text
  • Checked Value
  • Unchecked Value
  • Family Data Import
  • Preview Note
  • Requirements
  • Visibility

Dropdown

Dropdown

Use for input fields where users can select one value from a list.

  • Field Name

  • Label

  • Note

  • Help Text

  • Read-Only

  • Family Data Import

  • Preview Note

  • Use Predefined List

  • Initial “Select” Value

  • Options

  • Predefined List

  • Linked Field

  • Requirements

  • Visibility

File Upload

File Upload

Use for input fields where users can upload a file.

Upon publishing the form, you will need to assign permissions through a permission profile for the document so that administrative users can interact with the document field.

  • Field Name
  • Label
  • Note
  • Help Text
  • Document Title
  • Preview Note
  • Requirements
  • File Formats
  • Visibility

Radio

Radio

Use for input fields where users can select one value from a limited number of choices.

Once a user selects a value, they can switch between values; however, they cannot fully deselect an option.

 

  • Field Name
  • Label
  • Note
  • Help Text
  • Family Data Import
  • Preview Note
  • Options
  • Requirements
  • Visibility

Text

Text

Use for input fields where users can enter one line of text.

  • Field Name
  • Label
  • Note
  • Help Text
  • Read-Only
  • Family Data Import
  • Preview Note
  • Requirements
  • Max Length
  • Custom Validation
  • Regex
  • Validation Message
  • Visibility

Text (Multiline)

Text (Multiple)

Use for input fields where users can enter multiple lines of text.

  • Field Name
  • Label
  • Note
  • Help Text
  • Show Character Counter
  • Family Data Import
  • Preview Note
  • Requirements
  • Max Length
  • Visibility

Special Elements

ElementExamplePurposeProperties 
Address Validation

Validate Address

Use to validate address fields. The use of the following address structure is required:
  • Street

  • Apt/Unit (optional)

  • City

  • State/Province

  • Zip/Postal Code

  • Country (optional)

Address structures that collect address components in a more piecemeal fashion (for example, street pre-direction, street number, street name, street suffix, street post-direction, etc.) are not supported.

Addresses within countries that do not have a state or province value are not supported.

  • Field Name
  • Street
  • Apt/Unit
  • City
  • State
  • Zip Code
  • Country
  • Address Validation Output
  • Requirements

 Date

Date

Use for input fields where users can enter a date.
  • Field Name
  • Label
  • Note
  • Help Text
  • Read-Only
  • Family Data Import
  • Show Date Picker
  • Preview Note
  • Requirements
  • Format Validation
  • Visibility

Email

Email

Use for input fields where users can enter an email address.
  • Field Name
  • Label
  • Note
  • Help Text
  • Read-Only
  • Family Data Import
  • Preview Note
  • Requirements
  • Max Length
  • Visibility

Hidden Dropdown

Hidden Dropdown

Use for input fields where internal users can select one value from a list.

This is used to store pre-populated data on a form that is not intended for parent consumption, such as Enroll Status – New/Returning.

  • Field Name
  • Label
  • Preview Override
  • Use Predefined List
  • Initial “Select” Value
  • Options
  • Predefined List
Hidden File Upload

Hidden File Upload

Use for input fields where admin users can upload a file.

Upon publishing the form, you will need to assign permissions through a permission profile for the document so that administrative users can interact with the document field.

  • Field Name
  • Label
  • Document Title
  • File Formats

Hidden Text

Hidden Text

Use for input fields where internal users can enter one line of text.

This is used to store pre-populated data on a form that is not intended for parent consumption, such as ID.

  • Field Name
  • Label
  • Preview Override

Image Upload

Image Upload

Use for input fields where users can upload an image.

Uploading images is different than uploading files. An uploaded image displays as a thumbnail on the form and is rendered online within the submission record.

  • Field Name
  • Label
  • Note
  • Help Text
  • Preview Note
  • Requirements
  • Visibility

Phone

Phone

Use for input fields where users can enter a phone number.

This field requires that the phone number be entered using xxx-xxx-xxxx format.

  • Field Name
  • Label
  • Note
  • Help Text
  • Read-Only
  • Family Data Import
  • Preview Note
  • Requirements
  • Visibility
Remove/Restore Contact

Remove or Restore Contact

Use for scenarios where users should be required to maintain the relationship between a contact’s ID and the rest of their data.

  • Name
  • Contact ID
  • Linked Contact Fields
School Locator

Find Zoned School

Use to return a value for the student's zoned school based on the grade and address entered by the parent.

Refer to School Locator Properties.

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