When a website user saves an admissions form, the program stores the data in the website database. When the user submits an admissions form, the program sends the data to the Online Admissions Plug-in. In the plug-in, you can edit the user’s data and search for matching records in The Education Edge for the user and any relationships. You can also format how to convert address and name fields. For example, you can convert long name to abbreviation name in address fields, such as Street to St. When you are satisfied with the data, you can process it to create records in the Admissions Office section of The Education Edge.
To access the plug-in, click Process submitted admissions forms on the NetCommunity page in The Education Edge. The number below the link indicates how many forms were submitted since you last processed forms on the NetCommunity page.
The plug-in is divided into two grids. In the records grid on the left, an entry appears for each unprocessed form that a user submits on your website. In the form data grid on the right, data appears for the form you select in the records grid.
In the records grid, each entry displays the name of the user, the date the form was submitted, and the type of form. In this grid, you can delete forms, manage matching records from The Education Edge, and refresh the grid with forms submitted after you opened the plug-in. After the plug-in searches for matching records, matches appear under Matching Records.
To edit the data on a form, select it in the records grid. The user’s data appears in the form data grid. In this grid, you can edit responses for each field on the form. The form data grid is divided into the same sections that appear in the form. When you select a section, the grid displays the fields for that section and hides all other fields. The Name column displays the field names, and the Value column displays the data that users submit. You can edit the entries as necessary. For example, you can correct typos or change entries on behalf of users after they submit forms.
The toolbar in the form data grid allows you to process forms and view matches for the user’s relationships. When you are satisfied with the form, you can process it to create and update records in The Education Edge. To process a form, click Process Form. The plug-in creates or updates records in The Education Edge for the user and any relationships.
Warning: Before you process forms, we recommend you close all records in The Education Edge. When the plug-in processes forms with matching records, it updates existing records in The Education Edge. However, if a matching record is open, the update may fail.