4. Custom Fields

To access Custom fields, navigate to Settings (Cog) -> Custom Fields

You can personalise your SELMA instance by adding, editing and re-ordering Custom Fields and tabs for the following sections:

A screenshot of a computer

Description automatically generated

To add a new Custom Field click on ‘ +Add ‘

A screenshot of a phone

Description automatically generated

Required information – Field Name, API Name (generated automatically based on the Field Name) and Field Type. It’s recommended to avoid editing a custom field once it’s been created.

Once the details have been entered, click ‘Add’

The field created in this example – Dietary Requirements, in Students – can now be viewed under the Custom Fields tab within a student profile:

A screenshot of a computer

Description automatically generated

To reorder custom fields, click on Order and drag/drop the fields into the order you wish to have them presented:

A screenshot of a computer

Description automatically generated

Related Articles

3. Communication Templates

On this page: . Navigate to Settings (Cog) -> Communication Templates The most effective way of using comms in SELMA by creating templates. You can create templates for Emails, Email Attachments (PDF documents) and Text Messages. Templates are managed in sections on the comms grid where you can create, search, edit, preview or delete. To …

6. Lookup Data

Navigate to Settings (Cog) -> Lookup Data This section allows you to manage lookup data in drop down lists available across multiple functions in SELMA, such as “Contact Types” or “Withdrawal Reasons”. The following lookup data tables are available for configuration: Items represented by a tool icon are system default values and cannot be deleted …

9. Form Manager

In this Section: Access the Form Manager The Form Builder is an additional paid feature to your SELMA subscription plan. Figure 1. Navigation Bar Click the cog icon in the top navigation bar. Figure 1ii. Settings Panel Click “Form Manager“. Form Manager Overview The Form Manager allows you to create and store Enquiry and Enrolment …

8. Validation Manager

Here’s the overview of the items in this wiki:  Validation Manager Set-up Add New Validation Edit Validation Rule Delete Validation Student Validation Programme Validation Intake Enrolment Validation Validation Manager Set-up Your account will come with a default validation configuration called ‘SELMA’. This can be configured based on your own specifications, or you can leave it …