Field Configuration

Field configuration controls how a field behaves after the basic details are set. The available settings depend on the field type.

Basic Tab Settings

The student field wizard starts with Basic.

Setting	What it controls
Field Category	The group of field types, such as Basic Fields or Compound Fields.
Field Type	The input type users will work with.
Display Label	The name users see in forms and views.
Field Name	The system key generated from the label. Review it before saving.
Help Text	A short instruction shown to users.
Field Group	The group where the field belongs.
Required Field	Whether the value must be provided before the relevant form can be completed.

Choose the field type carefully. Once a field is in use, changing its type can break existing data and connected workflows.

Simple Field Configuration

Most basic student fields show:

Setting	Use it for
Placeholder Text	Hint text shown before a value is entered.
Default Value	A value that is filled automatically for new records.

Application fields include Placeholder Text and Help Text in the main creation dialog.

Option Fields

Dropdown, Multi Select, and Radio Buttons use options.

Option source	Use it for
Manual Options	Enter a short list directly in the field settings.
Dataset	Use a managed list and optionally allow or exclude specific items.
Lead Sources	Use the values from Lead Sources settings. This is available for student fields.

Manual options are best for small lists that rarely change. Datasets are better for longer lists, shared lists, or lists that need central management.

Dropdown field configuration with manual destination options. — Use manual options when a field has a short fixed list, such as preferred study destinations.

Currency Fields

Currency fields can be configured with:

Setting	What it controls
Currency Source	Use the location default currency or choose one specific currency.
Show Currency Symbol	Show or hide the currency symbol.
Allow Negative Values	Decide whether users can enter amounts below zero.

Use location default currency when different branches work in different currencies. Use one specific currency when the field always refers to the same currency.

Phone Fields

Phone fields can be configured with:

Setting	What it controls
Allowed Countries	Allow all countries, specific countries, or one country only.
Phone Type Restriction	Accept mobile numbers, landline numbers, or both.
Default Country	Preselect the country when the field is empty.
Show Country Code	Show values such as +971.
Show Country Flag	Show or hide the country flag.
Custom Placeholder	Override the hint text shown in the empty phone field.

Use country restrictions when the agency only accepts phone numbers from a specific operating region.

Address Fields

Address fields are structured fields. They can include Street Address, Street Address 2, City, State or Province, Postal Code, and Country.

Address configuration can control:

Setting	What it controls
Subfield visibility	Which address parts users see.
Subfield requirement	Which visible address parts users must fill.
Country options	Allow all countries, restrict to selected countries, or lock to one country.
City input type	Use free text or a dropdown list.
State input type	Use free text or a dropdown list.
Custom labels	Rename address parts for your region.
Custom placeholders	Change the hint text for each address part.

For dropdown city or state values, admins can import several options at once.

File And Image Upload Fields

File Upload and Image Upload fields use Document Type settings.

The selected Document Type controls file rules such as accepted formats and maximum file size. Set up document types before adding upload fields.

Compound And Custom Groups

Field Group and Repeating Group fields can use either:

Mode	Use it for
Template	Use a prebuilt group. This is the recommended mode when the template matches the need.
Custom Subfields	Build your own group with subfields.

Custom subfields can use Text, Number, Date, Date & Time, Time, Dropdown, Checkbox, Email, Phone, URL, Text Area, and Currency.

After a group is created, existing subfield keys and types should be treated as locked because they protect existing data. Labels and guidance can still be improved.

Repeating Behavior

Repeating Field and Repeating Group settings can include:

Setting	What it controls
Minimum Instances	The fewest entries users must add.
Maximum Instances	The most entries users can add.
Add Button Label	The label on the add action.
Remove Button Label	The label on the remove action.
Empty State Text	Text shown before any entry is added.
Instance Label Pattern	How each repeated entry is named.
Allow Reordering	Whether users can drag entries into a new order.
Collapse Instances	Whether entries can open and close like an accordion.
Collapsed By Default	Whether entries start closed.

Repeating Field also asks for the base field type. The base type can be Text Input, Number, Email, Phone, URL, Date, Date & Time, Time, Text Area, Currency, Dropdown, or Multi Select.

Guide	Use it for
Field categories and types	Choose the correct field type.
Field types	Review each individual field type before configuring it.
Validation	Add required and value rules.
Display configuration	Decide where the field appears after it exists.

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