Household Form

The Household Form enables you to assign custom values during Household data import. You can view these custom values when you edit Household data. Add any of six custom field types. (You may be familiar with these field types from customization of the Member Form.)

  1. Select “Short Text Input” as your field type if you want Members to enter brief alphanumeric input, from a house number to a quick answer to a question.
    • In the “ADD TEXT INPUT FIELD” window that opens, enter a title in the “Title” box. Enter placeholder text in the “Placeholder” box to show an example of the type of input you expect.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Text Input Field” button to create your Text field, or to close the “ADD TEXT INPUT FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  2. Select “Long Text Input” as your field type if you want Members to enter a paragraph of alphanumeric input, such as a description or long-form answer.
    • In the “ADD PARAGRAPH TEXT FIELD” window that opens, enter a title in the “Title” box. Enter placeholder text in the “Placeholder” box to show an example of the type of input you expect.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Paragraph Text Field” button to create your Text field, or to close the “ADD PARAGRAPH TEXT FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  3. Select “Dropdown Menu” as your field type if you want Members to choose a value from a list of alphanumeric options that drops open when Members click on it.
    • In the “ADD DROPDOWN MENU” window that opens when you click on “Dropdown” in the list of field types, enter a title in the “Title” field.
    • Type values into the “Option” boxes to set up your dropdown menu items in the order you want them to appear.
    • By default, the “ADD DROPDOWN MENU” window contains two “Option” boxes. To add more options to your menu, click on the “Add Another Option” link. To remove a menu option, click on the “remove” link to the right of the name of the option.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Dropdown Menu” button to create your Dropdown field, or to close the “ADD DROPDOWN MENU” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  4. Select “Checkbox” as your field type if you want Members to choose one or more options from several pre-specified options.
    • In the “ADD CHECKBOXES” window that opens when you click on “Checkbox” in the list of field types, enter a title that describes the type of input you expect.
    • Type values into the “Option” boxes to set up your checkboxes in the order you want them to appear.
    • By default, the “ADD CHECKBOXES” window contains two “Option” boxes. To add more options, click on the “Add Another Option” link. To remove a checkbox option, click on the “remove” link to the right of the name of the option.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Checkboxes” button to create your Checkbox field, or to close the “ADD CHECKBOXES” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  5. Select “Radio Buttons” as your field type if you want Members to choose only of several pre-specified options.
    • In the “ADD RADIO BUTTONS” window that opens when you click on “Radio Buttons” in the list of field types, enter a title that describes the type of input you expect.
    • Type values into the “Option” boxes to set up your radio buttons in the order you want them to appear.
    • By default, the “ADD RADIO BUTTONS” window contains two “Option” boxes. To add more options, click on the “Add Another Option” link. To remove a radio-button option, click on the “remove” link to the right of the name of the option.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Save Radio Buttons” button to create your Radio Buttons field, or to close the “ADD RADIO BUTTONS” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  6. Select “Date Picker Field” as your field type to add static text that provides instructions for using the form.
    • In the “ADD DATE PICKER FIELD” window that opens when you click on “Date Picker Field” in the list of field types, enter an identifying title in the “Title” box.
    • To provide a guiding message about the type of information to enter, add a value in the “Placeholder” box.
    • To require completion of this field, activate the “Required” checkbox.
    • Click on the “Add Date Picker Field” button to create your Date Picker field, or to close the “ADD DATE PICKER FIELD” window without saving, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  7. To edit a field after you have added it to the “CUSTOM FIELDS” section of the form, click on the “edit” link to the right of its name. To remove a field, click on the “remove” link to the right of the “edit” link.
  8. To preview your form, click on the “Preview Form” button.
  9. To close the “FORM PREVIEW” window without adding customization, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  10. When you are happy with your overall form, click on the “Save Changes” button, and then click on the “Members” tab in the vertical Dashboard menu at the left side of the screen to return to the “MEMBERS” window.