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Chart of Data Field Type Options

General Fields

Field Type

Description

Drive Registration

Customize Value

Make this an Instance Field

Reusable (March Sprint Item)

Associate a Role with this Field

Additional Information

Search Name

Export Column Header Name

Custom Profile Label

Token Name

Allow Cloning of this field

Active Date Range

Allow data population on return linked forms

Notes

CEEB Lookup - College

Allows users to look up their College CEEB code.

NO

NO

NO

NO

NO

YES

YES

YES

YES

YES

YES

YES

CEEB Lookup - High School

Allows users to look up their High School CEEB code

NO

NO

NO

NO

NO

YES

YES

YES

YES

YES

YES

YES

CheckBox

Allows users to select a True (checked) or False (unchecked) value.

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

CheckBox Series

Allows users to select one or more True/False options.

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Commerce Amount Field

This is an open amount commerce field.

YES

NO

Always instanced, though we never show checkbox

NO

NO

Minimum payment, custom sku

YES

YES

YES

YES

YES

YES

NO

Can't be added to a profile  form

Commerce Item Field

This is a combination item amount / price field.

YES

NO

Always instanced, though we never show checkbox

NO

NO

Description, Include in Required Purchase Grouping, Member Limit, Overall Limit, Custom Sku, Price Options (Single, Multiple)

YES

YES

YES

YES

YES

YES

NO

Can't be added to a profile form

Country Drop Down List

Allows users to select a Country value from a pre-defined list that users cannot change. This is the required Country field that is for use with Address Validation.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

DateBox

A text box which is preformatted to accept only data in M/D/YYYY format.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

DateTimeBox

A text box set, one of which is formatted to accept M/D/YYYY dates and the other which is formatted to accept H:MM AM or H:MM PM.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

DropDown List

Allows users to select a value from a list you define.

YES

YES

YES

YES

NO

Field option display names. Include (Please Choose) placeholder.

YES

YES

YES

YES

YES

YES

YES

Dual DropDown Lists

Allows users to select a value from a list you define. The second list of options appears to refine the selection further when a value is selected. (This is a primary value with related sub-values displayed in a nested format.) You will specify the options and associated data values. Dual drop-down fields only exist in the community they are created in. They do not flow down to sub-communities or have inheritance options.

NO

YES

YES

NO

NO

Field option display names. Include (Please Choose) placeholder.

YES

YES

YES

YES

NO

YES

YES

Email Forwarding Address

Email forwarding must be configured for your site by Encompass support. Contact your Acct. Mgr. for more information.

NO

NO

NO

NO

YES

YES

YES

YES

YES

NO

YES

YES

Email TextBox

Preformatted to accept an email address (text in a name@domain.com style format).

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Email TextBox Confirm

Requires a user to repeat the information they entered into an email textbox and then checks that data against the original data to ensure both entries are identical. This ensures that suitable information is collected.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

File Upload

Allows a user to search his / her hard drive for a file and submit it to the server. The file size limit is 10 MB.

NO

NO

YES

NO

YES

YES

YES

YES

YES

YES

YES

NO

Hidden Value

A value is automatically set upon a member completing a given step or form.

NO

NO

YES

NO (for now, since it's used for form-specific tracking)

YES

Apply a permanent value to this field

YES

YES

YES

YES

YES

YES

YES

Label

A static area to display text to the user.

ListBox

An open box showing several items from which a user may select only one. You will specify the options and associated data values.

YES

YES

YES

YES

YES

Field option display names

YES

YES

YES

YES

YES

YES

YES

Member Name

Member Name field

MultiSelect Box

Allows users to select multiple values from a list you define. You must specify the Field Delimiter Character (such as a, or ;) that will divide the data options.

YES

YEES

YES

YES

YES

Field Delimiter Character, Field Option Display Names

YES

YES

YES

YES

YES

YES

YES

Password Box

A text input box displays asterisks (*) in place of the actual characters a user types.

Radio Button Series

Provides users with a list of items from which they can select only one. You will specify the options and associated data values.

YES

YES

YES

YES

YES

Field Option Display Names

YES

YES

YES

YES

YES

YES

YES

Rich Text

A text entry area allows the users limited data formatting (such as bolding or italicizing the text).

State Drop Down List

Allows users to select a State value from a pre-defined list that users cannot change. This is the State field that is required for use with Address Validation.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Text Box

Allows users to enter any combination of letters and numbers (99 character limit).

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Text Box Confirm

Requires users to repeat the information they entered and checks that data against the original data to ensure both entries are identical. This ensures that suitable information is collected.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Text Box Currency Decimal

Requires users to enter a numerical, decimal amount.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Text Box Distinct

This requires a value to be entered; other online community members have not used that.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

TextArea

A text entry box that can accommodate multiple lines of text. (Character limit is over 2 billion; however, the default character export will be limited to 1,000 characters. NOTE: Support can increase this to 4,000 if needed.)

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

TextArea Large

A large text entry box that can accommodate longer entries. (Character limit is over 2 billion; however, the default character export is limited to 1,000 characters. NOTE: Support can increase this to 4,000 if needed.)

NO

NO

YES

YEES

YES

YES

YES

YES

YES

YES

YES

YES

Time Zone DropDown

A drop-down box lists time zones (Eastern, Central, Mountain, or Pacific Standard / Daylight Time).

NO

NO

YES

NO

YES

YES

YES

YES

YES

YES

YES

YES

TimeBox

A preformatted text box to accept text in an H:MM AM or H:MM PM format.

NO

NO

YES

YES

YES

YES

YES

YES

YES

YES

YES

YES

Event Activity Fields - Only one instance of these fields can be associated with each Event or Activity

Field Type

Description

Drive Registration

Customize Value

Make this an Instance Field

Reusable (March Sprint Item)

Commerce Item Field

Adds an eCommerce-enabled data field for selling an item via the Event form.

Promotion Codes

Enter the Promo Code (limit of 10 characters), the discount amount (# of dollars off the total event purchase amount) and expiration date. Promo codes can be alpha-numeric, use special characters and are not case-sensitive. Events can have multiple promo codes.

Adds a text entry box to the event.

Guest Names

Adds the Guest Names control for members to add their Guest Names for compiling Attendee Lists, and counting toward total registration counts and limits (if applicable).

Attendee Opt Out

Adds the Attendee List Opt Out option for members to select to not appear on the associated Attendee List.

Campaign Fields

Field Type

Description

Drive Registration

Customize Value

Make this an Instance Field

Reusable (March Sprint Item)

Commerce Amount Field

This is an open amount commerce field.

Levels

Allows admins to create discrete donation levels / ranges.

Scheduled Payments

Allows admins to create a scheduled payments plan for donations.

Gift Matching

Gift Matching fields need to be available for reuse on other forms of the same type. When reusing, the additional data/xml column that goes with the field also needs to be reused.

YES

YES

Membership Fields

Field Type

Description

Drive Registration

Customize Value

Make this an Instance Field

Reusable (March Sprint Item)

Commerce Amount Field

This is an open amount commerce field.

Levels

Allows admins to create discrete donation levels / ranges.

Gift Matching

Gift Matching fields need to be available for reuse on other forms of the same type. When reusing, the additional data/xml column that goes with the field also needs to be reused.

YES

YES

Business Rules

  • Only non-instance fields can have roles associated to them.

  • Only instance fields can be reusable.

  • Reusable instance fields can't drive registration.