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6. Configuration of Field Options in the Form Builder: Section Template, Room Template, Instructor Template, Course Template



6.1 Overview

Our powerful, dynamic Form Builder allows administrators to create the template dictating how the section, instructor, and room modals will show up in the Coursedog interface. Field options in the template are customizable, allowing admins to determine which are hidden or visible, editable or locked, and more.


6.2 Field Options

To edit Field Options on various forms, navigate to Settings > Field Options.




On the top of the page, you may select which template you would like to work on.



6.3 Cards

The 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.



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.


6.4 Question Bank and Fields

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 of the Section Template:


This distinction is made to ensure that users do not accidentally add custom fields for fields that are hard-coded in the system. If a user adds a custom field it will be clearly labeled with a 'Custom Question' flag:


The Custom Field Types describe which format a question's answer should be in (i.e. if the answer should be text, a date, a number, etc.) :


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.


To remove a field entirely select its red trash can:


6.5 Question Settings

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 differ by Question Type.


All fields have the following settings:

  1. Is required- determines whether or not users will be allowed to leave this field empty
  2. Placeholder- determines what will be displayed in the field if no value is entered
  3. Editable- determines whether or not users are allowed to edit this field when they are in the section editor, or if it is locked
  4. Roles allowed to edit- if editable is checked, this determines which roles are allowed to edit this field 


Text Questions have the following settings:

  1. Minimum number of characters
  2. Maximum number of characters
  3. Not allowed characters.  For example: Then, if a user enters any of those characters in the form field they will receive an error:


Number Questions have the following settings:

  1. Minimum number
  2. Maximum number
  3. Step- this indicates the legal intervals between numbers i.e., if a step is 0.5 users can enter 1, 1.5, 2, 2.5, etc., 


Dropdown Questions have the following settings:

  1. Dropdown options- note that 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


Set Default Value: The majority of fields allow a custom default. Some fields allow defaulting from the parent course.


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 in your keyboard.

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 "Default From Course" field as true. Then this default will occur every time a new section is created. Note: The parent course must have a campus value for the "Default From Course" to work.


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.


6.6 Template Preview

The template builder has a 'Preview' tab which allows you to view what the template will look like.


6.7 Room Template - Additional Details

The Room Template is essentially the same as the Section Template, except it has different pre-built fields and no fixed auto-generated cards.


In the Room Template, a room can be hidden in Scheduling and/or Events. If 'Hide In Scheduling' is 'Yes,' then user will not be able to select the room when assigning rooms in scheduling. If 'Hide In Events' is 'Yes,' then user will not be able to select the room when assigning rooms in events. Note: If 'Hide In Scheduling' is true, and user wants to exclude room from optimizer, they will still have to select 'Exclude From Optimizer' as 'Yes.'


6.8 Course Template - Additional Details

The Course Template is unique from the other templates. This is because most Schools make changes to Courses through the curriculum approval process, and thus lock all of these fields such that they are unable to be edited in the Coursedog Scheduling platform.

6.9 Instructor Template - Additional Details

The Instructor Template is essentially the same as the Section Template, except it has different pre-built fields and no fixed auto-generated cards.

All instructor's now have effective date fields (which can be added via the Instructor Template). If effective dates are defined, then an instructor will be filtered out of the "Assign Instructor" modal if the dates do not encompass the dates of the section (if section dates are not defined, then the dates of the term). 

6.10 Section Template - Additional Details

A custom "File" input can be added to the Section Template, allowing users to attach files to sections:

There is a custom URL input that can be used to create a hyperlink for the section editor:

This hyperlink also supports dynamic injection of specific fields, whose values will be dependent on each section.


Additionally, the Part of Term question can default for each new section from a "Default Part Of Term" field which is specific on the term object. Currently the "Default Part Of Term" value must be specific for each term, and will only happen automatically for Peoplesoft clients.


Within the Section Number pre-built question, users can also modify the default number of leading zeros for a newly generated section number.

If it is set to "0", then a new section with have a section number of (1, 2, 3....).

If it is set to "1", then a new section with have a section number of (01, 02, 03....).


The types of various "Relationships" can also be re-named. In The Section Template, users can navigate to Relationships > Advanced Settings and specify a custom display name for each relationship option.


These options will show up in the relationship modal when users are adding/editing relationships.

For Peoplesoft Users: the Course materials card can be added to the Section Template to support storing textbook and related information on a section.

This card matches with what is contained in the SSR_CLASS_TEXTBOOK page in Peoplesoft. By default, this card is hidden.


For Peoplesoft users: In the meeting card modal, you may set 'Topic', 'Print Topic on Transcripts', and 'Free Format Topic' to 'Editable' so that users can edit the meeting topic along with meeting dates in the Section Editor.


C
Coursedog is the author of this solution article.

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