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→Input Form
||Any fields in this area will be displayed on the signup page. Reorder fields within this area using drag and drop. To remove fields, hover over the desired field and click the “x” button.
|}
===Verification Settings===
These settings can only be found on Organization signup pages.
{| class="wikitable"
|-
!|Setting
!|Description
|-
||Verification Service
||Select the type of internal or external verification service you would like to use. Example internally you might want to search your systems organization hierarchy for a specific organization and add a new user under that organization. Externally you might want to search Internal Revenue Service data to ensure new charitable organizations that register have 501(c)(3) status and then populate that organizations information from the IRS database.
|-
||Lookup Category
||Only available if Internal “Organization Lookup” is selected. Select the Categories of organizations you want to appear when a user searches for an organization to add themselves to. Typically, only charitable or research organization categories would be chosen.
|-
||Lookup Status
||Only available if Internal “Organization Lookup” is selected. Select the Status of organizations you want to appear when a user searches for an organization to add themselves to. Typically, only organizations in an approved, or active status would be chosen.
|-
||Limit Searchable Fields to ID Only
||if you toggle this setting on, users will only be able to search on the ID of the organization, not the name, state or other fields. For example, if you were doing an IRS search you will only be able to search the EIN number.
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||Limit Results to US Based Organization Only
||Only available for IRS. Toggle this setting on if you only want US based organizations to show up in the list of search results.
|-
||Search Instructions (HTML)
||Click the sample Instructions, and modify the provided text as desired. Typically, this explains how the user can search.
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||Result Instructions (HTML)
||Click the sample Instructions, and modify the provided text as desired. This text will show up on the results page after you have searched for an organization. Typically, this explains how to select your desired organization.
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||Disable Automatic Field Population
||When you select an organization from the verification service, the inputs on your form will be automatically populated. If your signup page does not include inputs for city, state or zip/postal code, check the ones that are not present on your signup page. This will prevent an error when the verification service tries to populate fields that don’t exist on your form.
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||Additional Automatic Field Population
||Only available with IRS verification service. Click the add mapping field button under the mapping field column to add a mapping field. Then select a mapping field from the drop down. Then in the custom field column start typing the caption of the desired custom field, then click it to select that field. Note that the custom field you select must also be in the selected fields list in the Input Form section.
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||Lookup Field ID
||Not found on IRS or Internal organization lookups. Enter the custom field ID you want to use for mapping the ABN, CRA, CC, CRO, NCES number to. Enter cf_ then the custom field ID, Example cf_1234567.
|-
||Exclude Foundation(s)
||Only available with IRS verification service. Select foundations types you want to exclude from the search, then click the Exclude foundation button which looks like +. Example some people may wish to exclude religious organizations such as churches so they select 10 – Church 170(b)(1)(A)(i) and click exclude foundation button.
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||Exclude Subsection(s)
||Only available with IRS verification service. Select subsections you want to exclude from the search and then click the exclude subsection button looks like a +.
|}
[[Category:Interface]]
