What are key fields?
Think of key fields as the core information that links a form to a specific applicant. While a form might contain many different fields, Civic Review uses a few key fields to organize and track data. The system requires four pieces of information to function properly:
Identifying field (application name)
Contact email
Phone number
Mailing address (including city, state, and zip code)
Although all four are important to have, only the identifying name and contact email are required to be set as key fields for a form to function. If you don't have your key fields set, you'll see this message within the form builder:
Or, if you try to view or test an application you may see this error:
How to Define Key Fields
You must first build the form fields before you can define them as key fields.
Add the necessary fields to your form. Add text fields for the applicant's name, email, phone number, and mailing address.
Navigate to your form's settings. In the Form Builder, click the Settings button.
Match the fields. You'll see a list of key fields. Match them to the corresponding fields you created in your form. For example, you may want to select "Business Name" or "Project Address" for the identifying name.
Save your changes. Once you've matched all the necessary fields, be sure to click Save Changes.
After you save, your form is ready to go!
Watch this video to see how to define your key fields: