Configuration Reference¶

A quick reference guide for the settings available in the builders.

Form Type Builder¶

General Tab¶

• Name: Internal name used by admins.
• Public Name: Title displayed to the user at the top of the form.
• Description: Internal notes.
• Category: Organizational folder.
• Active: Must be True for users to access.
• Valid For Days: Days before a draft expires. 0 = Never.
• Shared By Families: Allow family editing of drafts.

Elements Tab¶

• Key: Unique identifier for the field (for query params/Lava). No spaces.
• Field Type: The input type (Text, Date, etc.).
• Required: Prevents submission if empty.
• Show in Grid: If checked, this answer appears as a column in the "Form Entry List".
• Options (JSON): For Radio/Dropdown/Checkbox.
  • Format: [{"value":"1","text":"Yes"},{"value":"0","text":"No"}]
  • Or define via UI builder.

Validation¶

• Custom Data: JSON blob for advanced settings.
  • DefaultLava: Enable Lava processing for default value.
  • MaxLength: Character limit.
  • BinaryFileTypeGuid: For File Uploads.

Form Pack Builder¶

General Tab¶

• Allow Multiple Drafts:
  • False: User can only have one active application at a time.
  • True: User can start multiple separate applications (e.g., applying for multiple mission trips).

Forms Tab¶

• Order: The sequence in which forms appear.
• Conditions: Logic determining if a specific form in the pack is shown to the user.
  • Example: Only show "Driver Application" form if "Role" option equals "Driver".

Condition Builder¶

Expression Types¶

• All (AND): Every condition must be true.
• Any (OR): At least one condition must be true.
• AllFalse (NOR): Every condition must be false.
• AnyFalse (NAND): At least one condition must be false.

Common Pitfalls¶

• Type Mismatch: Comparing a Text field "10" to a Number 10 usually works, but be careful with dates.
• Empty Values: "Not Equal To X" is usually True if the field is empty. Use "Is Not Blank" AND "Not Equal To X" if you want to exclude empty fields.