The Hidden question type lets you add information to your form that only other form builders can see. You can include instructions for setting up the form.
Add a Hidden Field and Set Up the Definition Properties
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you are working with.
3. Click Add Question. The Add Item window appears.
4. In the Unique ID field, enter an identifier for the hidden field.
5. From the Type drop-down pick list, select Hidden.
6. In the Text field, enter and format the label you want to use to describe the hidden field.
7. Text is automatically added to the left of the hidden field. Use the Text Position options to move it to the top or right.
8. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.
9. If you are using a collection grid:
a. Select the grid you are associating the hidden field with from the Grid drop-down.
b. Select the appropriate Grid Function from the drop-down.
10. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Settings tab.
7. The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.
8. Set up the attributes:
a. If you want to make a question/field only visible in the report view or EX FormFlow - Workflow, select the Show Only in Report checkbox.
b. The Hide On Load setting can be used to hide a question on the form until another action takes place. * This setting will soon be discontinued. To show/hide a question, use question Rules options.
c. If you want the hidden field to be included in the form report, select the Include in Report Grid check box.
d. If you want to allow a user to submit the form as another user, select the Use ID Number Value to Override Submitter's ID check box. For example, a faculty member wants to submit a major change form on behalf of their student. When this setting is defined, the Submitter ID will be overwritten with the ID Number in this question instead of the ID Number of the user submitting the form.
9. To have a hidden field automatically show default information when the form builder accesses the form, enter it in the Default Value field.
10. If your hidden question includes a value amount mapped to a selected Payment Profile, and you want to double the final balance amount, select the Add Double Value to Final balance check box.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
11. If your hidden question includes a value amount mapped to a selected Payment Profile, and you want to multiply the amount by the Fee Amount in the Payment Profile, select the Multiply Balance by Double Value check box. For example, an event participant is registering for an event and they have 3 guests attending with them. There's a fee and when they select the number attending this will multiple the fee of the event by 4.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
12. If you are associating the hidden field with information in EXi Events, select the appropriate event field from the Map to EXi Event Field drop-down options.
NOTE: This option is only available to schools with an EXi Events Management license.
13. In the Help Info Text field, enter additional information or brief instructions for form builders. Help information is shown next to a help icon that shows your text when the form builder hovers over or clicks on it.
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This option is only available to schools with a CRM Candidate license. |
14. Click Save.
Associate a Action with the Hidden Field
You can use actions to show or hide a group of questions based on the hidden question’s value is one example.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
1. Click Manage Forms. The Manage Forms page appears.
2. Click on the form you are working with.
3. Click on the tab you want to work with.
4. Right-click on the question/field and select Properties. The Edit Item window appears.
5. Click the Events tab.
6. Click Add Step.
7. In the first drop-down, select the If or Else condition.
8. In the second drop-down, enter what user selection causes the action.
9. In the third drop-down, select the action you want to happen.
10. Sample options include:
a. To show the form user a message, select Alert: Show message. A blank field appears where you can enter text you want shown in a pop-up notification. This can be useful when you want to notify the form user about their choice.
b. To show or hide other form options based on what the forum user selected, use the group clear, hide, show, and toggle options. See Working with Grids for more information.
11. To include additional conditions before the action occurs:
a. Click Add Step.
b. Select Else from the first drop-down option.
c. From the second drop-down option, select the action to occur.
12. To include have more than one action occur when the form user selects a particular option:
a. Click Add Step.
b. Select And from the first drop-down option.
c. From the second drop-down option, select the action to occur.
13. Repeat steps 6 - 12 to add as many actions and conditions as needed.
14. Click Save.