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Set Up the Contact Information Update Form

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The Jenzabar-provided Contact Information Update form template provides a way to collect updated contact details. The form automatically shows the logged in user's most current institutional priority address, phone number, and email address, if they exist.

Note

Administrative options let you default in other contact types, e.g., *LHP or *CUR.

Campus Portal users can add or update their information and the updates are immediately saved to the J1 database and reflected in J1 Web and Desktop without requiring internet submission processing and approval.

Note

If you want to review and approve updates before committing them to the system, you can set up a Workflow approval process and tie the form to the Workflow feature.

You can update, add, and remove tabs and questions as needed. If you add a field/question using Mapped Statements or Stored Procedures tools, it will also be immediately saved in the database. If you add another field/question using the J1 Mapping Tool, it will require internet submission processing and approval.

For This Form Template to Work

  • You must have a connection to the J1 database set up in FormFlow.

  • It must be added to a page users can access.

How To

Add the Form Template to a Campus Portal Page

Note

When determining where to add the form, consider who you want to complete the form and if they have access to the page.

  1. Log in to the Campus Portal as an administrator and access the page where you are adding the Contact Information Update form.

  2. Click Manage Forms.

  3. Click Add Form.

  4. From the Choose a template drop-down, select Common: Contact Information Update.

  5. Click Create. The form is added to the page.

Add/Remove Form Content

Detailed information about adding tabs, rows, and questions to the form is available in the Form Basics help topic.

FAQ

Can I add other questions/fields to the form?

Yes, you can add other fields to the form.

If you add fields that will update information in J1 Desktop/Web, they must be mapped to your database. Fields/questions using Mapped Statements or Stored Procedures tools are immediately saved in the database. Fields/questions using the J1 Mapping Tool require internet submission processing and approval. For more information, see the Form-Specific Tools and Working with Questions/Fields, Options help topics.

Can I change the mailing or email address code that gets updated when the form is submitted?

Yes, you can select which address codes, alternate contact type (email), or phone type is updated with the hidden fields at the bottom of the form template. When these options are updated, a new row is added to the database for that type. For example, if a student has a *LHP mailing address in the system and the form is configured to update the *CUR mailing address, a new row will be added for the *CUR address and the *LHP row remains unchanged.

To update the address code:

  1. From the Manage Forms page, open the Contact Information Update form.

  2. At the bottom of the form, click the ellipsis for the Address Code hidden question and select Edit.

  3. In the Edit ADDR_CDE pop-up, go to the Settings tab.

  4. In the Default Value field, enter the address code that will be updated when the form is submitted (e.g., *CUR).

    Tip

    You can view active address codes in J1 Web from the Core, Campus-wide Definitions Hub, Contact Definitions page.

  5. Click Save changes.

To update the email address code:

  1. From the Manage Forms page, open the Contact Information Update form.

  2. At the bottom of the form, click the ellipsis for the Alternate Contact Type App Id hidden question and select Edit.

  3. In the Edit ALTERNATE_CONTACT_CODE pop-up, go to the Settings tab.

  4. In the Default Value field, enter the App ID for the alternate contact type code that will be updated when the form is submitted.

    Note

    Contact your campus support team to get the appropriate App ID.

  5. Click Save changes.

To update the phone number code:

  1. From the Manage Forms page, open the Contact Information Update form.

  2. At the bottom of the form, click the ellipsis for the Phone Type Definition App Id hidden question and select Edit.

  3. In the Edit PHONE_CDE pop-up, go to the Settings tab.

  4. In the Default Value field, enter the App ID for the phone type that will be updated when the form is submitted.

    Note

    Contact your campus support team to get the appropriate App ID.

  5. Click Save changes.