Table of Contents
Overview
Getting Started
Cards
Question Bank and Fields
Question Settings
Template Preview
Additional Notes
Related Articles
Overview
Our powerful, dynamic form builder allows administrators to create templates that define how the section, instructor, room, and course modals will show up to the end users who ultimately fill out the form. Field options in the template are customizable, allowing admins to determine which are hidden or visible, editable or locked, and more.
Getting Started
PATH: Academic Scheduling > Settings > Field Options
Follow the above path to see the templates you can create.
Options are at the top of the screen and include Section Template, Instructor Template, Room Template, and Course Template.
Select the template you would like to work on.
Cards
Templates are categorized by cards.
When you first visit the Section Template, for example, the auto-generated cards will be divided into General Information, Meeting Patterns & Rooms, Instructors, Relationships, Credits, etc.
You can add custom cards by selecting the blue “+” in the upper-right corner of any card. This will allow you to add a card above the one you’re selecting.
Certain pre-built cards, particularly in the Section Template, may not be edited because they have extended functionality that requires they remain preserved. Refer to this article for more details.
Question Bank and Fields
Overview | Custom Fields | Adding Fields | Removing Fields
Overview
With the exception of un-editable cards, all cards can have questions added or removed from them.
Questions are divided between Custom Fields and Prebuilt Fields, as shown in the left-hand sidebar below.
The distinction between “custom” and “prebuilt” fields is made to ensure that users do not accidentally add custom fields for fields that are hard-coded in the system.
Custom Fields
If a user adds a custom field it will be clearly labeled with a “Custom Question” flag.
Custom Fields describe which format a question's answer should be in (i.e. if the answer should be text, a date, a number, etc.).
Adding Fields
To add a question/field to a card, simply drag and drop from the Question Bank into the card.
Additionally, fields can be moved to different cards within the template editor by dragging and dropping them.
Removing Fields
To remove a field entirely, select its red trash can.
Question Settings
Overview | Question Settings by Field | All Fields | Text Questions
Number Questions | Dropdown Questions | Set Default Value
Editable by Role/Editable by Term
Overview
If you select a field within a card, a Question Settings window will appear on the left in the sidebar. This will allow you to customize more nuanced functionality related to the field.
Question Settings by Field
Question settings differ by question type and are outlined below.
All Fields
Is required – Determines whether or not users will be allowed to leave this field empty.
Placeholder – Determines what will be displayed in the field if no value is entered.
Editable – Determines whether or not users are allowed to edit this field when they are in the section editor, or if it is locked.
Roles allowed to edit – If “editable” is checked, this determines which roles are allowed to edit this field.
Text Questions
Minimum number of characters
Maximum number of characters
Not allowed characters.
For example, if you input this into the question settings:
…users will then see this error if they enter any of those characters in the form field.
NOTE: The "Section Number" field doesn't filter special characters automatically but administrators can use the "Not allowed characters" option to prevent users from adding certain characters by mistake.
Number Questions
Minimum number
Maximum number
Step – This indicates the legal intervals between numbers. In other words: If a step is 0.5, users can enter 1, 1.5, 2, 2.5, etc.
Dropdown Questions
Some prebuilt dropdown settings do not allow dropdown options to be edited because they are dynamically populated based on the integration. For example, the "Part Of Term" select input does not allow users to edit the options, because the options are dynamically loaded from the available Parts of Term in the current term.
Some dropdown fields in the Section Template can be configured to use options defined at the Course level. See this article for more details.
“Select” Questions
If you add a “Select” Question Type to your Section Template (Scheduling), Course Template (Curriculum Management), or Program Template (Curriculum Management), Question Settings will include an option to “Set Dynamic Options from Attribute Mappings”.
You can learn more about setting dynamic options here.
Set Default Value
The majority of fields allow a custom default. Some fields allow defaulting from the parent course.
Custom Default Value
To select a Custom Default Value, click on “Custom” and select your value from the drop-down. To un-select that value, you should click on it again and hit the “Delete” key on your keyboard.
Default from Parent Course
To default from the parent course, set the "Default From Course" field as “Yes”.
For example, if you want “campus” to default from the course, you must set the "Default From Course" field as “Yes”.
This default will occur every time a new section is created.
The parent course must have a “campus” value for the "Default From Course" to work.
You can learn more about this feature here.
Editable by Role/Editable by Term
You may designate a field as editable only by certain roles and/or for certain scheduling terms. If no specific roles or terms are selected but the 'Editable' and 'Editable by terms' boxes are checked, the field will be editable to all roles for all terms. If you would like a specific role to be able to override field-level term permissions, you may refer to this article.
Template Preview
The template builder has a “Preview” tab which allows you to see what the template will look like.
The “Preview” mode does not display the default values that are set within the Section Template. However, if default values have been set in the Section Template, these values will populate appropriately in the Section Editor.
Additional Notes
This article summarizes the shared features between section, instructor, room, and course templates. There are additional features that are unique to each template; see “Related Articles” below for more information.