smartFORM Field Type Descriptions – eduCLIMBER

This lesson walks through each of the different smartFORM Field Types, providing examples of each.

Standard Fields

Standard Fields can be formatted to custom enter information on a form.

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 can 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, and 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. Note: When sending a smartFORM in PDF format, the Web Link Field will not create a clickable link, as opposed to other smartFORM formats.

Special Fields

Special Fields help format the smartFORM. They are invisible on the form.

Field Type Description	Example
PDF Page Break
Force a page break on a PDF printout. 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, 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 when a form has been assigned to a student.

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 the school that student 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 the student at the time the 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 form will pull the progress monitoring data of the intervention it is attached to.
Intervention Decision Rationale
A log of the decision rationale for the attached intervention. The 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 select 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 tags. 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
The Home Language 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 Language 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. The the Student District ID is not editable, to prevent typo errors.
Student ID smartFIELD
The Student ID smartFIELD will automatically populate with the identified ID(s) 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.
Attendance smartFIELD
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.
Incident smartFIELD
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.
EL Status
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.
ELP Level
*DnA Organizations Only The ELP Level smartFIELD will automatically populate with the specific ELP Level, as brought in from DnA. While the level is pre-populated, users can update the field to another level at any time.
Demographic smartFIELD
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. Note that Gender and Ethnicity are added to smartFORMS within their own smartFIELDS, separate from the Demographic smartFIELD. 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.
Guardian smartFIELD
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.
Ethnicity smartFIELD
The Ethnicity smartFIELD automatically populates with the ethnicities assigned to the student from the SIS, so long as a student field is also added to the smartFORM.
Gender smartFIELD
The Gender smartFIELD automatically populates with the gender assigned to the student from the SIS, so long as a student field is also added to the smartFORM.