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Documentation Index

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Application forms are built from sections (groups of questions) and fields (individual questions). Each section has a title, optional description, and a “required” setting. Each field has a type (e.g. text, email, select), optional help text, required/optional behavior, and for some types, options or validation rules.

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Where to configure

When editing an application form, use Form Sections to add sections (from templates or custom), then add or edit fields inside each section. Sections and fields can be reordered by dragging.

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Sections

  • Section title — Shown to the applicant (e.g. “Student Information”, “Mailing Address”).
  • Section description — Optional text below the title (e.g. “Please provide your current contact details.”).
  • Required section — When turned on, every field in that section is required. When off, you can mark each field as required or optional individually.
  • Order — Sections are shown in the order you set (drag to reorder).
You can add sections by choosing a section template (e.g. Student Information, Mailing Address) or a Custom section and then adding your own fields.

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Required: section vs field

  • If Section is required: all fields in that section are required. The “Required field” switch on each field is ignored (and disabled in the editor).
  • If Section is not required: each field can be set to required or optional via the “Required field” switch.
Use a required section when the whole block must be completed (e.g. “Student Information”). Use a non-required section when only some questions are mandatory.

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Field types

Each field has a field type that controls how the applicant enters data and how it is validated and stored.
TypeDescriptionTypical use
TextSingle-line text. Optional placeholder.Short answers (name, certification number).
EmailEmail input with format validation.Email address.
PhonePhone input; stored as digits.Phone number.
DateDate picker.Date of birth, certification date.
NumberNumeric input.Age, years of experience.
TextareaMulti-line text. Optional row count.Comments, longer responses.
SelectDropdown; one option.State, shirt size, single choice.
Multi-selectMultiple options from a list.“Select all that apply.”
RadioSingle choice from radio buttons.Yes/No, one of several options.
CheckboxSingle checkbox (e.g. “I agree”).Consent, one-off yes/no.
AddressFull address: line 1, line 2, city, state, ZIP.Mailing or billing address.
Image uploadImage file(s). Optional “allow multiple”; size limit 5MB per file. Accepted: JPEG, PNG, GIF, WebP, HEIC, HEIF, AVIF.Profile photo, ID photo.
File uploadDocument file(s). Optional “allow multiple”; size limit 8MB per file. Accepted: PDF, DOC, DOCX, XLS, XLSX, TXT, CSV.Resumé, certificate.
For Select, Radio, and Multi-select you define the options (one per line in the editor). At least two options are required. The applicant sees these in the order you enter them.

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Field settings (per field)

  • Field label — The question or prompt (e.g. “First Name”, “Date of Birth”).
  • Help text (optional) — Shown below the label to clarify the question.
  • Required field — Whether the applicant must fill this field (see Required: section vs field above).
  • Field type — One of the types in the table above.
  • Options — For select/radio/multiselect: one option per line.
  • Auto-fill from User Profile — If set, the field is mapped to the student profile: it can be pre-filled from the profile and is updated on submit when applicable.
For Image and File upload you can also set:
  • Allow multiple files — Whether the applicant can upload more than one file.
  • Maximum number of files — When multiple is allowed, between 2 and 10.

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Validation

  • Email and Phone — Validated for format; phone is normalized to digits for storage.
  • Address — Address fields are validated as appropriate (e.g. state as a code, ZIP format).
  • Select / Radio / Multi-select — Only the options you define are accepted.
  • Number — Only numeric input is accepted.
  • Date — Only valid dates.
For Text or Textarea you can use validation rules (e.g. regex pattern and error message) if your form editor exposes them. Example: ZIP code pattern ^[0-9]{5}(-[0-9]{4})?$ with a “Please enter a valid ZIP code” message. Validation rules are stored in the field configuration and applied when the applicant submits.

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Summary

  • Build forms from sections; each section has a title, optional description, and required on/off.
  • Required section = all fields in that section required; otherwise set Required field per field.
  • Use the right field type (text, email, phone, date, number, textarea, select, multiselect, radio, checkbox, address, image, file) and configure options for select/radio/multiselect.
  • Use Auto-fill from User Profile so a field syncs to the student profile and is pre-filled/updated on submit where applicable.