By adding Attributes to a Form combined with Headers and Paragraphs, an Admin can create a Form that displays key information about the contract. Because Contract Form fields are read-only, a field will only display a value to a patron if the associated Attribute contains a value for the patron.
For Example: Adding the FirstName and LastName attributes as Text Fields will automatically populate each field with the patron’s first and last names based on the patron’s record in ResCenter.
CBORD recommends only adding Text-type Field Attributes to Contracts because all fields are read-only, by default. If a non-Text Field (such as a drop-down) is added to the Form, the attribute’s value will not be displayed even if it exits in the patron’s record.
Note: Attributes are configured via Setup > Global > Attributes.
Use the following procedure to add an Attribute to a Form:
1. Use the Select Attributes menu to select an attribute to add to the Form. Each selected attribute will be displayed on the Form.
If necessary, enter the name of an attribute in the Select Attributes menu to search for the attribute. Results will be displayed automatically as text is entered.
2. For any attribute selected, the attribute’s display options (such as Text Field, Drop-Down, and Checkbox) will be displayed on a card below the Select Attributes field. These display options are determined by the type of attribute and how it is configured.
For example: If a Birth Date attribute is added and it is configured as a Date type attribute, the only display option will be Date Field.
Select a display option for an attribute. The attribute will automatically be added to the end of the Form with the display option set.
If necessary, the display option can be changed by selecting another display option on the attribute’s card.
3. If necessary, move the attribute by selecting and dragging it to the desired location in the Form.
4. Hover over the attribute and click Edit to display the attribute’s configuration options. The following options are available depending on the attribute type selected. When finished editing options, click Close to save any changes.
The following options are available when editing a Text Field attribute format:
•Required – If checked, the patron is required to enter text in the text field for this attribute.
•Label – The Label is the name for the attribute displayed on the Form.
•Placeholder – The Placeholder is the default text displayed in the text field as an aide to the patron. This text can be instructional or a secondary label.
The Placeholder text is displayed until is overwritten by the patron. However, the Placeholder text will not be displayed initially if a Value is defined. Refer to the Value section (below) for more information.
•Value – The Value is the default text displayed in the text field. It appears as entered text in the Form. If both the Placeholder and Value are defined, the Value text is displayed, by default. However, if a user deletes the Value text on the Form, the Placeholder text will be displayed.
Note: The Value text is not limited to the Max Length value.
•Type – Indicates the type of Text field displayed.
o Text – Allows a patron to enter text characters.
o Password – Allows a patron to enter text characters that are hidden for privacy.
o Email – Allows a patron to enter text characters in the Form an email address.
o Tel – Allows a patron to enter numeric text characters for a telephone number.
•Max Length – The maximum number of characters a patron can enter for the field. If no value is entered, there is no character limit.
•Read-Only – If checked, the field will be displayed as read-only.
The following options are available when editing a Drop-Down attribute format:
•Required – If checked, the patron is required to select an option from the drop-down menu for this attribute.
•Label – The Label is the name for the attribute displayed on the Form.
•Placeholder – The Placeholder is the default text displayed in a dropdown menu as an aide to the patron. This text can be instructional or a secondary label. If no Placeholder is defined, the first option in the drop-down menu will be displayed, by default.
•Options – Use the Options table to rename or remove available options in the drop-down menu. To add an option, click Add Option +.
For each option, the left column includes the name of the Option that will be displayed on the Form. The right column is the internal name.
If the Allow Multiple Selections option is enabled, checkboxes will be displayed next to each Option. If necessary, checking a box will display the associated Option as selected on the Form, by default.
•Read-Only – If checked, the field will be displayed as read-only.
The Radio Button attribute format is available for Yes/No type attributes.
The following options are available when editing a Radio Button attribute format:
•Required – If checked, the patron is required to select a radio button for this attribute.
•Label – The Label is the name for the attribute displayed on the Form.
•Enable “Other” – If checked, an additional Option, labeled Other, will be added to the list of Options. When a patron selects Other, a blank field is displayed to allow the patron to enter text.
•Options – Use the Options table to rename or remove available options displayed as radio buttons. To add an option, click Add Option +.
For each option, the left column includes the name of the Option that will be displayed on the Form. The right column is the internal name.
•Read-Only – If checked, the field will be displayed as read-only.
The following options are available when editing a Date Field attribute format:
•Required – If checked, the patron is required to select a date for this attribute.
•Label – The Label is the name for the attribute displayed on the Form.
•Placeholder – The Placeholder is the default text displayed in the date field as an aide to the patron. This text can be instructional or a secondary label.
•Value – The Value is the default text displayed in the text field. If used, the Value must be entered as a date in mm/dd/yyyy format.
•Read-Only – If checked, the field will be displayed as read-only.