For information about creating or editing a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
| 1. | From the Design tab, under User, add each section to the profile form as required. |
| a. | In the Section field, select the section to add. Select “Biographical,” “Primary Address,” “Primary Address Contact,” “Primary Business,” “Primary Business Address,” “Primary Business Address Contact,” “Student Specific,” “Individual Specific,” or “Faculty Specific.” |
Note: The Student Specific, Individual Specific, and Faculty Specific sections appear on profile forms for only those user types. For example, if the logged-in user is a student, the profile page displays the Student Specific section.
| b. | In the Heading field, enter text to appear at the top of the section. For example, for the Primary Address section, enter “Current Address.” |
| c. | In the Section Display Order field, enter a number to specify the order where the section appears on the form. For example, if you enter “1,” the section appears first on the form. |
| d. | In the Fields grid, select the fields to include in the section and options for the fields. |
Note: To protect user passwords, users cannot change their user IDs, passwords, or email addresses on profile forms unless they confirm their passwords first. When users attempt to change the Preferred Email field in the Phones and Email section or the User ID and Password fields in the User Login section, a field requests their current password. Users must enter their passwords so that other users cannot change their credentials or receive email messages with their unencrypted passwords.
When you include the Comments field, users can enter comments about changes they make to their profiles or to make requests. Blackbaud Student Information System downloads these as notes on the user’s record.
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Option |
Function |
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Include |
For each field to appear in the section, select the checkbox in the Include column. |
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Field |
This column lists fields from Blackbaud Student Information System you can include in the selected profile section. The fields that appear depend on the selected Section. |
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Editable |
To allow the user to edit a field, select this checkbox. If you do not select this checkbox, the field appears in the profile but the user cannot change its value. |
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Required |
To make a field required, select this checkbox. If you select this checkbox, the user must select or enter a value for the field to complete the form. |
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Privacy Editable |
To allow users to hide the content of a field, select this checkbox. For example, to allow users to hide their birth dates on the profile display, select this checkbox for the Birth date field. On the profile display, “{private}” appears when users hide the field. For organizations, this column is disabled. Note: By default, the Profile Form part uses privacy settings from Field Options to determine whether to display content on the form display. After you process users in The Raiser's Edge and they visit the profile display, the program locks in these default privacy settings, and future changes in Field Options do not affect privacy settings for the users. However, users can still change the settings for the fields where you select Privacy Editable. |
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Use Code Table |
If a field has code table values, this checkbox appears. If you select this checkbox, the field on the form displays the code table values from Blackbaud Student Information System. If you do not select this checkbox, the user must enter a value in the field. |
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Editable Codes |
If a field has code table values, this checkbox appears. To enable the user to enter a value other than a code table value, select this checkbox. On the form, an Other field appears next to the field so users can enter a value other than those provided. |
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Alternate Caption |
To edit a field name, enter a new name in this column. For example, you can change the Birth date field to the Birth date (mm/dd/yyyy) field. |
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Display Order |
To specify the order where the field appears in the section, enter a number in this column. For example, if you enter “1,” the field appears first in the section. |
Warning: For logged-in students or users who have relations that are students, the Maiden Name and Marital Status fields do not appear on the profile form, even if you set the business rule in Registrar’s Office Configuration to display the fields. Primary Business fields do not appear for students either.
| 2. | Under Relationships, add each relationship to include on the profile form. |
| a. | In the Relationship Type field, select the relationship to include and select Include. |
| b. | In the Relationship Display Order field, enter a number to specify the order where the relationship appears on the form. For example, if you enter “1,” the relationship appears first on the form. |
| c. | Under Fields, select the sections and fields to appear for the relationship type on the form. |
Note: The Student Specific, Individual Specific, and Faculty Specific sections appear on profile forms for only those user types. For example, if the logged-in user is a student, the profile page displays the Student Specific section.
In the Section field, select the section to add. Select “Biographical,” “Primary Address,” “Primary Address Contact,” “Primary Business,” “Primary Business Address,” “Primary Business Address Contact,” “Student Specific,” “Individual Specific,” or “Faculty Specific.”
In the Heading field, enter text to appear at the top of the section. For example, for the Primary Address section, enter “Current Address.”
In the Section Display Order field, enter a number to specify the order where the section appears on the form. For example, if you enter “1,” the section appears first on the form.
In the Fields grid, select the fields and other options to include in the section.
| 3. | Under Miscellaneous, select the country address formats to support and enter alternate captions as necessary. |
| a. | Under Countries, select the countries with address formats to support on the form. The International page in Configuration for Registrar’s Office or Admissions Office determines the available countries. |
| b. | Under Captions, in the Submit Button, Privacy Flag Heading, and Relationships Heading fields, enter different names for these items on the page as necessary. |
| 4. | Under Navigation, select the web page that appears after site users submit profile changes. Click Click here to select a page. The Select a Page screen appears so you can select a page and click OK. You return to the Edit Part screen. |
If you do not select a page, users returns to the profile form after they submit changes.
| 5. | Click Save. You return to Parts. |