How to Add Custom Household Questions to Create Account Page
RecTrac 3.1.10.18.00
Table of Contents
Problem
We would like to add some custom questions that patrons must answer when creating a new account on Webtrac. How can we set these up?
Solution
This can be done by going to the static parameters profile and adding custom questions on the HH/FM Questions tab. If you have a custom Create New Household (SAHouseholdAdd) screen or Household Update (SAHouseholdUpdate), you will want to visit WebTrac Management Screen Management and insert the question placeholder field into your screen design.
Steps For Solution
To link questions to the Static Parameters Profile:
- From the RecTrac main menu go to Profile Assignments.
- Click Static Parameters.
- Click on the HH/FM Questions tab
- Click Add
- Highlight an existing question with a Question Type of Family Member or Household.
- Or click Add.
- Enter your Question Text.
- Set the Question Type to either Family Member or Household.
- Toggle on Answer Required.
- Fill in any additional necessary question options, and refer to the field-level help for field definitions.
- Click Select.
- Click Save.
Next time a patron attempts to create a new household account on WebTrac, your custom question(s) will be prompted. If not, there is a chance the screen design may need to be updated, follow the steps below.
To add the Question Placeholder:
- Go to Webtrac Management Screen Management.
- Highlight the Create New Household (SAHouseholdAdd) linked to your custom screen design code, from the DataGrid.
- Click Change.
- Or click Add to create a new one.
- Set Base Screen to Create New Household.
- Set Design to the design code used with WebTrac.
- Click Continue.
- Highlight the Create New Household (SAHouseholdAdd) linked to your custom screen design code, from the DataGrid.
- Expand Core(SAHouseholdAdd_Tab1)(Tab).
- Expand Household Questions(SAHouseholdAdd_HHQuestionGroup)(Group).
- Ensure that the Household Questions Place Holder(SAHouseholdAdd_HHQuestions)(Fillin) field is linked in the screen design.
- If the Household Questions Place Holder(SAHouseholdAdd_HHQuestions)(Fillin) field is not present, use the DataGrid filters to locate the field under the Available Fields.
- Highlight the field, then drag and drop it under Fields On Screen under the Household Questions(SAHouseholdAdd_HHQuestionGroup)(Group).
- If this group was removed, you will need to add it back before adding the placeholder.
- Click Done.
- Repeat these steps for the SAHouseholdUpdate screen if you wish to allow patrons to update these questions after initial household creation.
Attempt again to create a new household account on WebTrac, your custom question(s) will be prompted.