When you select an element under Relationships for a Profile Update Form, you can select advanced properties for the element. Use advanced properties to select whether users can add new relationships and to select the specific fields to include on the form. You can also enter text as you want it to appear on the web page for each field you include.
To view advanced property options for relationships, find Advanced properties in the Properties pane. In the Value column, select Click here to edit.
On the Relationships Properties screen, you can allow users to add new employment relationships. When you select Display in summary, the field appears in a grid for a user to view when the form displays on a web page. When you select Include, a user can add or edit information for the field. If you clear Edit and select Include, the field is disabled when a user adds or edits information for this element.
Also, you can enter the text as you want it to appear on the web page for each field, you can select whether the field is required, and you can allow users to hide the field.
On the Relationships Properties screen for the Organizations element, to filter the organization types to include on the form, select the type in the Available box and click Add. The type appears in the box on the right.
Note: The relationship type you select in the Individual relationship type field when you configure integration with Blackbaud CRM does not appear in the Available box for this element. For more information about this field, see the Web Transactions Guide.
Under Configure organization relationship options, you can select to allow users to add new organization relationships. When you select Display in summary, the field appears in a grid for a user to view when the forms displays on a web page. When you select Include, a user can add or edit information for the field. If you clear Edit and select Include, the field is disabled when a user adds or edits information for this element. Also, you can enter the text as you want it to appear on the web page for each field, you can select whether the field is required, and you can allow users to hide the field.
On the Relationships Properties screen for the Spouse element, select the fields to include and options for the fields.
When you select Display in summary, the field appears in a grid for a user to view when the form displays on a web page. When you select Include, a user can add or edit information for the field. If you clear Edit and select Include, the field is disabled when a user adds or edits information for this element. Also, you can enter the text as you want it to appear on the web page for each field, you can select whether the field is required, and you can allow users to hide the field.
For more information about the Relationships elements, see Relationships.