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Introduction

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The Smart Form Manager Tool is available in the Regent Tools menu for users with the ‘Smart Form Manager Tool’ permission enabled.

The Document Assignment Tool is comprised of a top section with selection options for Institution Name and Query Name and a bottom section for the selection of Documents to be assigned.

NOTE: This tool is designed to be used at the Institution level. Only one Campus per Institution should be configured.

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Expand
titleGroup Fields

Group Field Name

Group Field Description

Group Field Type

Group Field Options

Template Engine

If static is selected, the field content is displayed in the same manner provided. If velocity is selected, a velocity templating engine is used that will allow for dynamic logic and display.

Dropdown

  • Static

  • Velocity

Group Name

The text entered in this field is displayed as a Group Title for a set of one or more questions in the Smart Form.

Textbox

Group Instructions

The text entered here is displayed as instructional messaging for the questions within the group.

Code

The text entered here will be used as a short name to identify the Group in the Smart Form Manager.

Textbox

Sort Order

The number entered here will be used to sort Groups within the Section from the lowest Sort Order to the highest Sort Order.

Numberic box

Visible

If selected, the Group will be visible by default. If unselected, the Group will not be visible by default. Dependency logic can be used to display or hide the Group from its initial default state.

Checkbox

  • Selected

  • Not Selected

Page Index

Groups can be displayed on different pages within each Section. The number entered here will be used to determine which page the Group is displayed on.

Numeric

Group Additional Information and Advanced Settings

Group Id

Created At

Modified At

Questions

Questions are displayed within each Group to categorize questions. Each group is comprised of one or more questions. All questions contained within a group are organized beneath the Group name defined and displayed within each Section. Questions display in numerical order from lowest to highest based within the Group on the number entered in the Question Sort Order field.

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Expand
titleQuestion Fields

Question Field Name

Question Field Description

Question Field Type

Question Field Options

Field Type

Data Type

Template Engine

If static is selected, the field content is displayed in the same manner provided. If velocity is selected, a velocity templating engine is used that will allow for dynamic logic and display.

Dropdown

  • Static

  • Velocity

Question

The text entered in this field is displayed as a Group Title for a set of one or more questions in the Smart Form.

Textbox

Help Text

The text entered here is displayed as instructional messaging for the questions within the group.

Code

The text entered here will be used as a short name to identify the Group in the Smart Form Manager.

Textbox

Sort Order

The number entered here will be used to sort Groups within the Section from the lowest Sort Order to the highest Sort Order.

Numericx

Pre-populate Question Response from

Default Question Response

Maximum Number of Characters Allowed in Response

Required

Visible

If selected, the Group will be visible by default. If unselected, the Group will not be visible by default. Dependency logic can be used to display or hide the Group from its initial default state.

Checkbox

  • Selected

  • Not Selected

Read Only

Group Additional Information and Advanced Settings

Question Id

Created At

Modified At

Reset Response if Hidden

Reset Response if Restarted

Auto Capitalize

Options Expression

Secure

Dependency Logic and Validations

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