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      How to make an Attribute Selection Question in a Registration Form (Video Tutorial)

      This article applies to the following role permissions: ConexED Administrator - Director - Group Manager

      CRM Registration Forms allow for many different types of questions.  An Attribute selection question attaches an attribute to a student record.  The tutorial below shows how to make an attribute selection question.

      17 STEPS

      1. This video tutorial demonstrates how to make an attribute selection question in a CRM Registration form. Click the 📁Attribute Selection option from the form field menu.

      2. An attribute selection question populates as a checkbox option when built. Enter the question or instructions in the Label field.

      3. Most Attribute selection questions will not need data in the Display Field ID, so this field can be left blank. For more information on Display Fields and Display Toggle Fields, please see the related tutorial.

      4. If the Display Field ID is left blank, the Affected Display Field ID should also be left blank.

      5. To select the attributes that will be presented as options in this question, Click + Add Option.

      6. You will notice that the bottom field, Attribute Option, will populate with an attribute, in this example, First Gen. This is simply the first on the list of options available in the drop down menu.

      7. Scroll down the list of attribute options that have been configured in the system by the administrators. Select the one that pertains to this question. In this example, Student Mentor was selected.

      8. The selected attribute will populate in the Attribute option field.

      9. Next, add the needed information in the Option Label, this is what the student sees on the form itself.

      10. Sometimes, the option label added will match the wording of the attribute itself, other times, it will not. For example, FTIC may be the attribute in the system, but the question option would read as First-Time in College.

      11. Click + Add Option to add more attributes as options in the question.

      12. Repeat the steps as need to complete your question. Click Save to finish the question, before you preview the form.

      13. Please note: If the attributes in the dropdown does not have all needed options, click save. Contact the campus ConexED Administrator and have the needed attributes configured before completing this question.

      14. Repeat the steps as need to complete your question. Click Save to finish the question, before you preview the form.

      15. Click Preview to review the question for accuracy.

      16. The Preview option shows all questions configured on the form. This example shows the attribute selection question. When a user selects an option via the checkbox in the question, the attribute will be attached to the student record.

      17. That's it. You're done. You are now ready to build attribute selection questions for a CRM Registration Forms.

      Here's an interactive tutorial

      https://www.iorad.com/player/2624831/How-to-make-an-Attribute-Selection-Question-in-a-Registration-Form



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