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:

On the main menu, select Configuration, then Form Builder.
Select the form you want to work with.
Select the Form tab.
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.

Element	Example	Purpose	Properties
Section		Use to define groupings of content. All Groups must be contained within Sections.	Visibility
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

Element

Example

Purpose

Properties

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

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

Element	Purpose	Properties
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	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	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	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	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)	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

Element	Purpose	Properties
Address Validation	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	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	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	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	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	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	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	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	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	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.