How do I add Traveler Info fields to a General Form (template)

Admins with permission can customize General Form (templates) by adding Traveler Information fields. Via has over 80 fields to choose from. In addition, Admins can add any Public Custom Fields created in Via to any Form. For more info on how to create Custom Fields and make them public, click here.

Given that your home campus has a data integration with Via and your campus is sending student information from your home campus system into Via, those data fields will be locked and read only to both Admins and Travelers. Even so, Via recommends adding any Traveler Info field onto your Form if you would ultimately want to report on those data in association with the Form.

For example, if an Admin wants Year in School associated with a General Form, the Admin would add Year in School as a field on the General Form - even if that field is a synced field.

To add Traveler Info fields to a General Form...

1. Click Builder in the main navigation menu

2. Click the desired Form Type, in this case, General Forms

3. Click the desired State to find the desired General Form

4. Click the General Form (template) Name OR click the three dots under Actions and select Edit

5. In the Form Builder, click Traveler Info on the left to open the Add Panel on the right

7. Check the box next to the desired Traveler Info field/s and/or Public Custom Fields and de-select/select Required

8. Click Add to Form

To edit Traveler Info fields on a General Form...

1. Click the Traveler Info Field on the Form Builder

2. This will turn the field green and open the Edit Panel on the left

3. Edit the field as desired

4. Click Save

Admins can add one or more fields from the following groupings:

Emergency Contact 1

Emergency Contact 2

Current Address

Permanent Address

For example, an Admin may decide to only add Emergency Contact 1 First Name, Last Name and Email - rather than the entire grouping of all 10 fields

To add Custom Fields to a General Form...