Samaritan uses a form editor to create and update the eRecruiter. Clients have requested access to this feature. Because the potential to create unintended downstream changes, access to this form required special training. Please contact your account manager for more information.
Navigation
The left menu allows you to navigate through the elements on the form to make text updates and include additional items.
💠 Blue areas indicate places where elements or fields can be added
❇️ Green area indicates where your cursor is and where a new item will be added
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To modify a field or group, click the gear icon.
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Fields have both labels and inputs. Labels are the questions or text displayed. Inputs are the spaces for answers.
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Saving Changes
After you have completed your changes, remember to Save your work by clicking on the Blue Save button at the bottom of the Left Navigation menu:
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Building Forms
Start by defining how many sections you want on your form. If you are building a volunteer form and you want a section for Personal Information and another for Contact Information, you will have two sections, this is how many Fieldsets you need to add
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In the left nav, select ‘Elements’
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Select Field Set (one for each section you want to make)
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Click the gear icon
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Where it says ‘A Sample Legend’, change to add your section title, such as ‘Volunteer Information’
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Click ‘Done’ to save your work
Add group sections (how you arrange fields together)
Float groups - display fields left to right. If you want First Name, Middle Initial, and Last Name together in a row from left to right, you would utilize a float group. The fields added then float within that Float group.
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In the left nav, select ‘Elements’
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Select ‘Float Group’
Columns - display fields top to bottom. If want First Name, Middle Initial, and Last Name together one on top of another in a single column, you will utilize One Column. If you want multiple columns side-by-side you will utilize the Two through Six Column elements.
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In the left nav, select ‘Elements’
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Select '(Number) Column'
Add Fields
Any field in the system can be added. Fields can be added for input or as read-only.
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In the left nav, select ‘Data Inputs’
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Select which profile the field belongs to: Vol, Mem(client), Opp, Org, Slot(shift), or Credential (ESAR-VHP only). You may not use all profiles in your system.
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Use the search box to find desired fields
Fields that have forward slashes indicate the UDF group they belong to.
Fields display in this list according to their Code ID, not their name.
Customizing Forms
Customize labels
If the field label is not sufficient or you want to change how a question is asked, you can add a custom label which will only display in the recruiter.
Change the size of the label or input area
1s are the smallest width, 6’s represent about half a column width, Full Width will display across the entire container it is located inside (either Float Group or Field Set).
Customize the options that display.
If you have a multiple choice/drop down question, you can customize how those choices display in the recruiter without ever having to modify the field in eC.
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Select a choice by default: where the choice will be selected for common answers, and a volunteer would only need to do something to change the answer.
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Hide a choice so it doesn’t display
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Change the text of the options
Note: In order to base logic statements off of fields, that field must be added to the form.
Show or Hide fields or groups
Once you have added fields to your form, you can specify when to show them using Display If Logic. Let's say you have the question ‘Do you have a current Driver’s License?’ on your form. You would only want to ask follow-up questions about the driver’s license if the answer to the first question was yes.
To do this, add all questions to the form. Then click the gear icon on the individual question to modify the display or Float Group.
Under the “Display If Logic” section, select the field you want to base your logic off of. In this example, that would be “Do you have a current valid Driver's License?” which has the code ID of Driver_License___State_Issues_ID_Valid_Drivers_License.
Then choose your logic, specify the value (in this example, 'Yes'), and specify the form you are using.
Now, the logic statement reads as Display Float Group if “Do you have a current valid Driver's License?” is equal to “Yes” on the PersonalForm.
Note: In order to base logic statements off of fields, that field must be added to the form.
Add Info Text
Add a prompt or message to display instructions using the Info Text element.
Submit Button
In order for your form to be usable, a submit button must be added.
Customize Field Option Layout
Use the template option to specify how a field’s options will be presented. You can specify Read Only, Columns, Radio buttons, or Checkboxes.
Note: it is very important to keep the right template selected for certain fields such as dates, emails, SSN, and phone numbers to avoid bad data entering into the system.
Tool Tips and Help Text
Add additional information on forms to help users fill out the form by using the Help Text and Tooltip Text on the field settings.
Edit Navigation Links
From the Form Editor, click the gear icon in the top right corner.
This will open a new window. In the lower left, the navigation links on your recruiter will display. Click “Edit” on one, and you will be able to change the Link Label and the Link Title. The Link Label is what displays on the recruiter. The Link Title is what displays on hover over.
UAT Checklist
When you enter a field, it will be added with the field type specified in eC > User Defined Fields. If a field was made as the wrong type, e.g. ‘Start Date’ was made a short text instead of a date field, you will have issues with the data being stored. To avoid this, always double-check the following: