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Create Custom Input Sections

Data that is input into the Profile Form and Activity Input Form provides the basis for creating multiple outputs. This article reviews how administrators can create custom input sections for Profile and Activity Input forms from within FAR.

 

Create Custom Input Section

1. Navigate to Upload Form under Setup

Navigation: Administration > Setup > Upload Form

  1. Click Setup under the Administration section of the navigation menu
    Administration section with Setup highlighted
  2. Click Profile Form or  Activity Input Form under the Configuration section.
    Configuration section with Profile Form selected
 
 

2. Add new section to desired form

  1. Click the hyperlinked number for the unit corresponding to the faculty member to be changed. If necessary, click the plus sign to expand a unit.
    • The Form Configuration screen will display, showing the list of forms that have already been created for the selected unit.
    • Click Change adjacent to Unit to select a different unit or subunit, if desired.
  2. Click the Edit icon (pencil) adjacent to the form desired to add a custom input section.
  3. Click Add Section.
 
 

3. Fill out information

Click Preview at the top of the page, at any time, to see how the new section will display in the form.

 
  1. General Information
Section Details
Section Name Type a name for the new section
Instructions Type instructions for using the new section

ii. Section Fields

Section Details
Subsection Name Type a name for the subsection (the default subsection name is Input Form)
Instructions Type instructions for using the subsection
Field Label Type a name for the field
Required Field Select the checkbox if the field is required
Add Label to Vita Output Select the checkbox to display the field on the vita template. This field is used to define large text boxes or rich text boxes
Field Type

The field can display as a text field, list, date field, or numeric field. The following options are available for each field type:

  • Text fields (a limit can be set for the number of characters): text box, large text area, rich text editor, URL
  • List fields (default lists include Yes/No, US States, Canadian Provinces, and Countries; additional lists can be created manually or uploaded via a .csv file): dropdown, dropdown with other, checkboxes (multi-select), radio buttons
  • Data fields: date (calendar picker), date and time, month and year, month and year with ongoing, year
  • Numeric fields: numeric, numeric total, phone number, currency
Set Default Value Specify a default value for the field
Limit Number of Characters Specify the maximum number of characters for the field. 

Use the Reorder Field dropdown on the righthand side of the field number to change the order of the fields, if desired. Fields can also be deleted using this dropdown.

 

iii. Activity Classifications: Use the drag and drop function to select the activity classification to be used.

iv. Section Settings

Section Details
Activity Classification Order Specify the order to display the activity classification
Disable Section Options Used to limit faculty and administrator options for the input section