Demographic Function Fields

Overview

Demographic function fields can be used when querying people. At present, there is a Related Children function field and four Profile Code function fields. Read more about function fields.

Related Children Function Field

The definition of “child” and “parent” can vary quite a bit depending on the context of a given query. This function field provides a way to return an adult’s related children according to certain criteria (e.g., custody status or student role) and display parameters (e.g., displaying each child on a separate line).

This field is useful for designing fields for name tags, as the second line for a parent’s name tag displaying who that parent’s children are.

Note that the related children must have a student-related role (e.g., Student, Alumnus/a, Prospect) to be displayed by this function field.

Parameters

Display Children
(required)
  • Display None: Do not display children
  • Guardian Relationship or Legal Custody (default): Display children with either relationship
  • Legal Custody Only: Display only children in the legal custody of the adult
Display Grandchildren
(required)
  • Display None (default): Do not show grandchildren
  • Display Grandchildren: Show grandchildren
Student Roles
(required)
  • Select as many student roles as desired (applies to children and grandchildren)
Name Format
(required)
  • Choose among different name options
  • Last Name (Always): Displays the related child’s last name
  • Last Name (If Different): Displays the related child’s last name only if different than the parent’s
  • Only select one or the other Last Name options (selecting both will display a second last name if different than the parent’s)
Student Sorting
(optional)
  • Alphabetical: Sort students alphabetically by first name
  • Age: Sort students by age in ascending order (i.e., youngest first)
Extra Information
(optional)
  • Choose an additional field to display in parentheses after the name.
Name Separation
(optional)
  • Comma Separated: Separates each name with a comma and space
  • Multiple Lines: Puts each related person on a separate line

Profile Code Function Fields

There are several function fields that reveal different types of aggregate data relating to Profile Codes.

Profile Code Category

The Profile Code Category function field displays all the Profile Codes a person has within the selected category.

Parameters

Category
(required)
  • Select a Profile Code category (only one can be chosen)
Display: Multi-Line
(optional)
  • Select “Yes” to display each Profile Code on its own line

Profile Code Count

The Profile Code Count function field displays the number of selected Profile Codes that a person has. Tip: Since the field displays only a number in the result, rename the field name in the top of the Properties panel to indicate which Profile Code are being counted.

Parameters

Profile Codes
(required)
  • Select one or more Profile Codes to display the number of codes that apply to each person.


Profile Code List

The Profile Code List function field displays name of the selected Profile Codes for each person.

Parameters

Profile Codes
(required)
  • Select one or more Profile Codes. The selected codes will be displayed if a person has them.
Display: Multi-Line
(optional)
  • Select “Yes” to display each Profile Code on its own line.

Profile Code Exists

The Profile Code Exists function field displays a check (“Yes”) if the person has the given Profile Code(s), and an empty box (“No”) if not.

Parameters

Profile Codes
(required)
  • Select one or more Profile Codes to be displayed if a person has it.

Advanced Search on Profile Code Function Fields

Many schools have an abundance of profile codes for applying to constituents. For that reason, it can be tedious to scroll through all of the available profile code options when selecting one in a profile code function field.

Users will have the ability to use Advanced Search to select which profile code(s) should apply to three of the above function fields (Profile Code Count, Profile Code List, and Profile Code Exists). For each of those function fields, one of the parameters is Profile Code(s). There is a Find Records button on those parameters rather than a list containing every possible profile code. One or more profiles codes may be chosen as the parameter. To select multiple options from the advanced search, use the command “Shift + Click” for contiguous selections; use “Ctrl + Click” for non-contiguous selections.