Adding to a Form
The Other Contacts field allows you to connect another contact in VerticalChange to the form result you are filling out. For example, if you are filling out a form for a group, and you would like to reference a contact in VerticalChange that was the lead or teacher for that activity, you can add this field to the form, type in the contact's name, and select the correct contact in VerticalChange from a dropdown box. This person will be added to the form result, but none of the individual's data will be updated.
To add the Other Contacts field to your form, simply click the Other Contacts button under Available Fields section, or click and drag it into the desired location in your form.
Once it is added to your form, you can toggle open the settings and edit the field. For this field type, you can:
Change the Label
Set it as a Required field (adds a red asterisk next to the Label).
Restrict the contacts that appear in the dropdown options to contacts with a particular contact type.
Update the Placeholder
Filling out a Form
When filling out a form for a contact or group with an Other Contacts field, it will appear as below. To connect a contact in the VerticalChange system, begin typing the name of the contact in the text box.
A dropdown box will appear matching the contacts in your system with the name you have typed. You can hover over each contact to view additional information about them.
If the contact is already in the system, click on the correct one and it will be added to the field.
You can remove the contact from that field at any time by clicking the remove button.
If you have typed in the name, and the contact is not yet in VerticalChange, you can select the create NEW contact called "Name" to add a contact to VerticalChange. A popup window with the contact name you specified should appear, and here you can edit the contact's details. You can set the type of contact, as well as enroll them in programs.
