In order to add a contact information field, we must have an address field already mapped to the record on the form. We can then map the contact information field to the address to allow us to pull in the email or phone number from a record. If we do not have an address field on the form, we can add this using the following steps:
  1. Navigate to Site Explorer > Forms.
  2. Click the pencil icon to edit the form in question.
  3. Select Add fields > Map fields to: student (or relationship record depending on where we are looking to add the contact information).
  4. Field set: Address.
  5. Add a name for the field and mark the checkbox to 'Include Education Edge data'.
  6. Save.

To add the phone number or email field:
  1. Select Add fields.
  2. Map fields to: Student (or other relationship) address. --This should match the Address Fields configured in the first set of steps above.
  3. Field set: Contact Info.
  4. Add a name for the field and mark the checkbox to 'Include Education Edge data'.
  5. Save.

To add the field to the form builder:
  1. Under available elements > expand the record (Ex. click the plus sign next to the student field).
  2. Click the plus sign next to expand the address field in this section.
  3. Below the address, expand the newly added contact info section.
  4. Drag/drop the contact type and contact number fields into the form builder.
  5. Within the form builder, we can hover over the fields > click the pencil icon to edit.
  6. Select which phone type is associated with field by editing the contact type field.
  7. Edit contact number > under the validator drop down we can select what type of data is allowed for this field (phone number, email etc.).
  8. Save.
  9. Save and close the form.