Form Field Descriptions

Editing Form Fields - General

Fields	Description
1. Action	(only available in fields that store data to the database such as Account Fields and Person Fields) Choose between Nothing, just store - information will be stored in form submission. Apply to Database - apply information to account in a database.
2. Label	Visible name of the field to people filling out the form.
3. Width	How much space the field takes up on the form.
4. Group	Used for Form Logic.
5. Description	Space for additional details or information about the field to be completed.

Field	Description
Visible & Required For	Choose if the field is visible to and/or required for: Public Specific People - if selected, a dropdown allowing to limit based on Account Type or Tag appears.  Admin The default is that the field will be visible to all three options, as shown above.

Account Fields

Account Fields are specific to the data saved in an account and auto-populate if a user is logged in when completing the form based on the information in their account. If the Account Field in the form is a field not completed in the account, or someone not logged in is completing the form, the data entered in the form can auto-update the account when "Apply to Database" is selected. 

Fields	Description
Anniversary	Date of marriage, engagement, or partnership of the Primary and Secondary people on the account.
Home Phone	Populated from Contact Info tab.
Marital Status	Can be set to reference the currently logged in person, Primary or Secondary on the account.
Minyan	Creates a dropdown menu to select from Minyans populated in My Lists.
Primary Address Fields	Account Address Information includes: Address 1 Address 2 City State Zip
Tribe	Populates from Primary on the account or provides a dropdown including: Cohen Levi Yisroel

Enrollment Fields

Enrollment fields are used when signing up to pay for an enrollment. The enrollment is selected via drop down menu within each field. Additionally, an enrollment with or without payment can be selected. 

Fields	Description
Additional General Field Options	Choose the enrollment being incorporated into the form. If Enrollment with Payment is chosen, the following fields must be completed: Value - the amount to be charged for the selection Charge Type - which charge type the payment should be allocated to. List in Charge Type dropdown is populated from Admin > My Lists > Charge Types.
Choose 1 Radio	Given multiple items within the enrollment selected , all items are shown in the field but only one item can be selected.
Choose 1 Select	Given multiple items within the enrollment selected, items are selectable via a drop down menu and only the one selected will be visible in the end.
Choose Multiple	Given multiple items within the enrollment selected, a drop down menu with a check boxes next to each item. Only items selected will be visible in the end.
Choose Quantity	Given multiple items within the enrollment selected, each item will have a dropdown menu with the option to choose from the quantity available from that originally established when the enrollment was created. The remaining slots will also be visible next to the item name i.e. 'item name' 5 of 7 left or 'Item name' 7 open.

 

Event Seating & High Holiday Seating

These fields are associated with the Event Seating and High Holiday Seating (not Events) chosen in in the drop down menu in form options at the bottom. Only transaction information is saved in the Form submissions, the rest is saved in Event Seating.

Field

Description

Additional General Field Options

Choose the highest quantity of seats that can be chosen in one submission as well as the seat locations. Seat Locations can be chosen by room (Sanctuary, Social Hall, etc.) and by holiday (Rosh Hashanah, Yom Kippur, Both, etc.) If Choose Number of Seats with Payment is chosen, the following fields must be completed: Value - the amount to be charged for the selection Charge Type - which charge type the payment should be allocated to. List in Charge Type dropdown is populated from Admin > My Lists > Charge Types.

Financial Fields

These fields draw financial information from an account, public users will not see these fields and these field will be skipped. The fields in this section include:

Field	Description
1. Donation Based on Contributed Amount	Allows selection of specific charge types to display what was paid in the past to the selected charge types.
2. Require Payment of Due Listed Transactions	If selected, this field will be auto-required. It displays the open balances of any/all charges on the account within the date range specified. If there is no Balance, a suggested amount toward a specified charge type can be recommended.
3. Require Payment of Total Due Amount	If selected, this field will be auto-required. Rather than listing all transactions with an open balance, it will list the total due on the account.
4. Suggest Payment of Due Listed Transactions	Functions exactly the same as Require Payment of Due Listed Transactions except the payments are marked as suggestions and can be edited.
5. Suggest Payment of Total Due Amount	Functions exactly the same as Suggest Payment of Due Listed Transactions except instead of displaying each transaction it only displays the total amount.

When a Financial Field Type is selected, the following options become available.

Field	Description
1. Date	Select the date range the system will search and populate transactions based on.
2. Amount	Choose a dollar amount for the system to search and populate transactions based on.
3. Charge Types	Choose a charge types for the system to search and populate transactions based on. Populated from Admin > My Lists > Charge Types.
4. Payment Status	Select between transactions that are: Paid in Full Paid Partially Unpaid
5. If 0 - Label	If an account has not had a past transaction with a charge type, this field can be used to suggest an amount to pay or donate. When something is entered in the label, additional fields for Suggested Amount and a Charge Type (field next to "using") and an additional text description.
6. Suggest Multiplier	Suggests an additional amount to add onto previously paid or charged transaction.

 

General Fields

These fields will gather information that the user inputs into the form and stores it only within that form submission. It will not be saved to an account or person record. The General Fields that have more than the regular options will be detailed in the chart below.

Field	Description
Choose Multiple Quantities	Options for a label and unique name for each available choice can be entered. Select the green + button to add more options.  Label - will be shown on the form Name (Unique) - not publicly visible
Multiple Checkboxes	Allows for a determination of the number of checkboxes that can be completed and the options for each available choice as Choose Multiple Quantities.
Pulldown Selection	Options for a label and unique name for each available choice can be entered. Select the green + button to add more options.  Label - will be shown on the form Name (Unique) - not publicly visible Is Required Checkbox - requires one selection
Radio Selection (Choose 1)	Options for a label and unique name for each available choice can be entered. Select the green + button to add more options.  Label - will be shown on the form Name (Unique) - not publicly visible Is Required Checkbox - requires one selection
Upload a File	Allows users to upload files. Max Number of Files can be limited.

No Data

These fields will not take any information from the form submitter, only to provide information or space in the form.

Field	Description
Information Snippet	This Field will allow the Admin to relay information to the end user (Announcement, Disclaimer, Section information, etc.).
Line Break (for New Section)	Adds a solid horizontal line to the form.

Payment

These fields are used to capture payments to specified charges. The following options are available for 

Field	Description
Choose Multiple Quantities	Field allows for multiple drop downs and for the end user to choose a quantity of a specified amount for a specific charge. The end user will see dropdown menus from 0-10 for each type created in the field. Each type will allow you specify its name, monetary value and charge type. 1 - Label: Label for the dropdown 2 - Value: How much per item 3 - Name (Unique): Internal name 4 - Charge Type: Choose a charge types for the system to search and populate transactions based on. Populated from Admin > My Lists > Charge Types.  5 - +: Add additional dropdown items.
Choose a Quantity	Provides one drop down menu to show quantity, Can choose max quantity defaults to 0-10.  Use Value field for amount per quantity and choose a charge types for the system to search and populate transactions based on. Populated from Admin > My Lists > Charge Types.
Donation Dropdown	Creates a drop down menu that mimics payment.php donation dropdown. Populated from Admin > My Lists > Charge Types. In Charge Type Settings, Show on the Donation Dropdown must be selected.
Enter a Quantity	Allows user to enter a numerical value. Number entered in this field will be multiplied by the value for a total.  Use Value field for amount per quantity and choose a charge types for the system to search and populate transactions based on. Populated from Admin > My Lists > Charge Types.
Enter in an Amount	Allows user to determine how much to pay/donate. Charge Type for payment allocation is set by admin as in other options above.
Multiple Checkboxes	This field will create a check box next to each type specified by the Admin. Each type will consist of a specified amount and charge type. a maximum choice of checks can be specified in the field options.
Note on Transactions Added (Only 1 Per Form)	Allows a text box to add a note to the transaction from the user.
Pulldown Selection	Pulldown menu of the types created by the Admin (specific amounts and charge types) so only one can be chosen. Option to provide a search box for the Pulldown options. Additional setting to determine if the Value (amount per item) is fixed or a suggestion and can be changed.
Radio Selection (Choose 1)	All options (of the types created by the Admin with specific amount and charge type) are displayed to the end user but only one can be selected via the selection bubble on the left.
Single Checkbox	A field that allows for only one Admin specified amount to a specific charge type. Options are the same as Enter a Quantity.
Total Display	Automatically tallies up the amount of all selections made by the end user using any of the Financial and Payment fields above. Recommended for use.

 

Person Fields

These fields will can be used to draw information from or input information to people on an account. 

Each field has options for referencing and action. Note that information for children cannot be applied to the database. 

Field	Description
Referencing	Referencing will draw information to complete fields in the form that are already saved in a 'Person' tab belonging to the Primary, Secondary or the Person logged in.
Action	Action offers the ability to save information input into the field into the "Person" Tab.

The only field that differs from a general form field is Email as it has a checkbox to select which email field in the form should be used for the confirmation email. 

Field	Description
Email	Check this box to indicate the email address entered in this field should be used as the confirmation email address.

Related Resources

• Using Enrollments In Forms
• Adding New Charge Types
• High Holiday Seating
• Configuring Your Shul Settings