smartFORM Field Type Descriptions – eduCLIMBER

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This lesson will guide you through the different smartFORM Field Types as well as provide examples.

Standard Fields Standard Fields can be formatted to custom enter information on a form.
Field Name	Field Type Description	Example
Small Text Field	A field to allow free form text entry Use this field when wanting individuals to type short text Holds 200 characters
Checkbox Field	A checkbox field to allow structured selection Each checkbox field needs to be created individually. Add a “Trailing Label” and hide the field label so your text displays after the checkbox.
General Description or Comment	A field used to display general text on the form. You will type any text you want displayed on the template. This text is not editable within the form. The only way to edit the text is to access the field within the smartFORMS configuration area. Type the text in the “Field Text” portion of the field customization. Use the styling options to set a preferred style (including italicizing, bolding, underlining) Use the 'Field Align' option to move the text to the left, center, right, or justified area (where it fits) on the form.
Number Field	Numeric Field to display on forms You can set the minimum and maximum number staff members can select.
Large Text Area	A large text area to enter long text responses Add this if you are wanting staff members to type longer text within the form. There is a 2000 character limit.
Date Field	A date field to be used on forms A calendar icon appears so individuals can choose any particular date.
List Field	A field that provides a list of selectable items Enter text into text field and then select "Add" to create a list option. Select and drag the 2-line menu (to the left of any option) to reorder the list.
Web Link Field	A field that allows a web link address to be included and displayed as either the web address or custom text.
Special Fields Special Fields help format the smartFORM. They are invisible on the form.
Field Name	Field Type Description	Example
PDF Page Break	Force a page break on a PDF print out This affects the PDF only. If you add a PDF Page Break, then you are forcing a break on your pages when this form is printed.
Spacer	An invisible box that allows for more refined field layout Use a spacer to provide more space between fields Use “Element Height” in the field configuration to increase/decrease the space
Form Status Code	If this field is added to a form, then when completing the form instance the user will be able to select a status from this field (for example, completed) and the instance will change to that form status.
Smart Fields Smart Fields auto-populate with data.
Field Name	Field Type Description	Example
Student Field	Student Selection List Use this field when wanting a student name on your form. You will be able to type a student name, select them from the list, and have your form auto-populate with that student’s information.
School Field	School Selection List Select a school from your district When a form is attached to a student, then the school will auto-populate with that student’s school of which he/she attends.
Grade Field	Grade Selection List You can choose a grade level. If the form is assigned to a student, that student’s grade level will pre-populate on the form for the student
Intervention Type Field	Intervention Type Selection List All intervention types will display on the list. This includes academic and behavior strategies.
Intervention Level Field	Intervention Level Selection List All intervention levels your district has created will display in the dropdown list.
User Field	User Selection List Use this field when wanting to select a staff member from your district. You will be able to type that user’s name and select them from a list.
Score Field	Allows dynamically pulled in student scores Identify the benchmark assessments you want displayed on your form. Add as many assessments as needed as well as focus tests and score details. Configure Scores - identify the assessment information that will populate onto the form. Test Suite - Identify the test suite. Focus Test - Identify the focus test(s). Window - identify at least one window. School Years (optional) - if left blank, the chart will continue to populate with data in future years. If selected, the chart will only identify data for the selected school year(s). Score Details (optional) - when added, a table grid will populate with the score details on the identified assessment. Chart Options - identify how the chart should display on the form.
Intervention smartFIELD	Allows dynamically pulling in student intervention details from existing interventions All details related to an intervention will display. This includes when the intervention was created, the strategy name, the strategy description, and the interventionist. A form with this field will need to be attached within the intervention interface in order to populate data on your form.
Student Date of Birth	Student Date of Birth This field will auto-populate with the student’s date of birth as recorded in your Student Information System (SIS).
Student Age Field	Age of student at time report was created This field will auto-populate with the student’s age when the form was created.
Progress Monitoring smartFIELD	Allows dynamically pulling in student progress monitoring details A form with this field will need to be attached within the intervention interface in order to populate data on your form. The intervention of which the form is attached will pull that intervention’s progress monitoring data.
Intervention Decision Rationale	A log of the decision rationale for the attached intervention This decision rationale is populated within the Meeting’s Module. When a student is assigned to a meeting, any changes you make to the intervention will display.
Journal Field	A flexible journal field that allows student/staff based notes and replies Staff members can click the “Add” button on a created form to add text within the form. Create new comments/journal entries and reply to others’ entries.
Smart Tag Field	A smart field that pulls in student tags dynamically Use this field when you want to display tags assigned to students on your smartFORM Choose to display one, a few, or all tags Choose to display all years of tags, just tags assigned in the current year, or tags assigned as of form creation Include Tags - identify the tags that will populate onto the form. Tag Search Range - specify the range for the tag. Show Tag Name - select the option to display or hide the tag name. Show Description - choose to display the tag description.
School Year Field	Allows users to select a school year from a dropdown menu (the year does not default to the current year)
Home Language Field	Field is pulled from the roster import layout and displays as a dropdown menu for users completing the form. All users can add a Home Language Field to smartFORMS regardless if they have the import set up. If that’s the case, the dropdown menu will not function as there are no options to display. If the import is set up, then the Home Language is auto populated on forms with a Student Field (users then have the option to change the Lang on the form).
Student District ID Field	Data for this field is pulled from the roster import layout via the “Student District ID” column and is auto-populated in smartFORMS. Newer districts should have this on their imports while older districts will need to have this column added to their roster import via Import Manager. That being said, if the field is not functioning in smartFORMs, double check to see if the column was added to the roster import. The field content (the student ID) is not editable-that is done on purpose so users do not type the wrong ID.
Student ID smartFIELD	The Student ID smartFIELD will automatically populate with the identified ID(s) as added to the template. Choose to display any or all of the following IDs: State District eduCLIMBER Others
Disability Code	The disability code field will automatically populate with the specific code(s) assigned to the student from the SIS so long as a student field is also added to the smartFORM.
Incident smartFIELD	Early Access Only The incident smartFIELD will automatically populate with incident detail data as configured on the field. Choose to add one or multiple incident types (i.e. major, minor, positive, etc.) as well as codes (i.e. disruption, technology violation, etc.). Additionally, choose the data that displays from the incidents including but not limited to the incident date, description, time, location, response, observer, and motivation. Incident data can be configured to populate for the current year, for all school years, or for a specific date range. Note that this field can only be added to a template in Early Access*. Once added, the form template and any assigned form can only be edited in Early Access. If an assigned form is opened in Classic view, the form will display as a PDF since it cannot be edited in Classic view.
EL Status	Early Access Only The EL Status smartFIELD will automatically populate with "Yes" or "No" based on the student's EL Status. This status is brought into eduCLIMBER from the Student Information System. While the status is pre-populated, users can update the field to the opposite status at any time. Note that this field can only be added to a template in Early Access.* Once added, the form template and any assigned form can only be edited in Early Access. If an assigned form is opened in Classic view, the form will display as a PDF since it cannot be edited in Classic view.
ELP Level	Early Access Only DnA Organizations Only The ELP Level smartFIELD will automatically populate with the specific ELP Level as brought in from DnA (Data and Assessment). While the level is pre-populated, users can update the field to another level at any time. Note that this field can only be added to a template in Early Access. Once added, the form template and any assigned form can only be edited in Early Access. If an assigned form is opened in Classic view, the form will display as a PDF since it cannot be edited in Classic view.
Demographic smartFIELD	Early Access Only The Demographic smartFIELD will automatically populate with demographic data as configured within System Configuration > Students & Guardians > Demographics. For any demographic set to Show on smartFORM, those demographics will be available to display on a smartFORM. Choose to show a single demographic, or choose to show multiple. If multiple demographics are configured for the form, the demographics can be displayed individually or in a table view. Additionally, choose to have demographics for the current year, for a specific school year, or for all years. Note that if All Years is selected, all demographics identified for the field that apply for all school years display on the form. This field will update with data after the form is assigned based on the configurations set on the field. Note that this field can only be added to a template in Early Access.* Once added, the form template and any assigned form can only be edited in Early Access. If an assigned form is opened in Classic view, the form will display as a PDF since it cannot be edited in Classic view.
Guardian smartFIELD	Early Access Only The Guardian smartFIELD automatically populates with data uploaded via the Student Guardians importer or manually added by going to System Configuration > Students & Guardians > Guardians. Choose to show a single field type, or choose to show multiple. If multiple fields are desired for the form, the information can be displayed individually or in a table view. Note that this field can only be added to a template in Early Access.* Once added, the form template and any assigned form can only be edited in Early Access. If an assigned form is opened in Classic view, the form will display as a PDF since it cannot be edited in Classic view.
Attendance smartFIELD	Early Access Only The Attendance smartFIELD automatically populates with uploaded data. Choose to show a single field type, or choose to show multiple. If multiple fields are desired for the form, the information can be displayed individually or in a table view. Note that this field can only be added to a template in Early Access.* Once added, the form template and any assigned form can only be edited in Early Access. If an assigned form is opened in Classic view, the form will display as a PDF since it cannot be edited in Classic view.

Next Steps

Now that you know the different smartFORM field types, take a look at Learning Basic Navigation of eduCLIMBER.