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Design User Education Profile Form

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

1. From the Design tab, under Primary Alumni, select whether users can edit and delete their primary alumni education records.
To allow users to edit primary alumni education records, select Allow users to edit the Primary Alumni Education record.
To allow users to delete primary alumni education records, select Allow users to delete the Primary Alumni Education record.
2. To allow users to add new nonprimary alumni education records, select Allow users to add new education records.
3. To allow users to delete their nonprimary alumni education records, select Allow users to delete existing education records.
4. In the Message to display when there are no education records box, enter the text to appear on the form when the user has no education record.
5. Under Education record field options, set up the Education and Education Attributes sections of the User Education Profile form.
a. In the Section field, select the section type to set up. Select “Education” or “Education Attributes.”
b. In the Heading field, enter the text to appear at the top of the section. For example, for the Education section, enter “My Education.”
c. In the Fields grid, select the fields to include in the section and other options.

 

Option

Function

Show in grid

Select the checkbox next to each field to include in the profile display grid.

Show in Edit/Details Form

Select the checkbox next to each field to include on the update form.

Field

This column displays the fields from The Raiser's Edge you can include in the section.

Editable

To allow the user to edit a field, select this checkbox. If you do not select this checkbox, the field appears in the profile, but the user cannot change its value.

Required

To make a field required, select this checkbox. If you select this checkbox, the user must select or enter a value for the field to complete the form.

Privacy Editable

To allow users to hide a field on the profile display grid, select this checkbox. For example, if you select this checkbox for GPA, users can select whether to display their GPA on the profile.

Use Code Table

If a field has code table values, this checkbox appears. If you select this checkbox, the field on the form displays the code table values from The Raiser's Edge. If you do not select this checkbox, the user must enter a value in the field.

Editable Codes

If a field has code table values, this checkbox appears. To allow users to enter values other than a code table value, select this checkbox. On the form, an Other field appears next to the field so users can enter a value other than those provided.

Alternate Caption

To edit a field name, enter a new name in this column. For example, you can call the Frat/Sorority field Fraternity/Sorority.

6. Click Save. You return to Parts.