Custom Data Sources

Learn how to create and use custom data sources to provide standardized answer options in your forms.

A custom data source is a pre-defined set of answer options (e.g., relationships, cities, states, transfer reasons, residency options, income ranges, etc.) that can be added to form fields to make data capture consistent.

The Enroll platform has several pre-built custom data sources available for immediate use, or you can create your own custom data source based on the answers and formatting that aligns with your enrollment process and SIS data capture requirements.

Pre-built Custom Data Sources

Create a Custom Data Source

1. Navigate to Settings > Custom Data > Custom Data Source.
2. Click “Add New Data Source”.
3. Enter a data source name (e.g., Residence Types).
4. Enter an “Option Value” (e.g., PermanentResidence).
   • Option Values cannot contain commas. If a comma is entered in the option value field, the system will remove it when the custom data source is saved.
5. Enter the Label for that value (e.g., Permanent residence (house, apartment, condominium, motel). The label is what will display to families in your form. A label can contain commas.
6. Click the + button to add another option value.
7. Click “Save Custom Data Source” when complete.

When you add this data source to a form, the field option values will be displayed in your chosen format (e.g., drop-down, checkbox, radio button) and in the order assigned in the custom data source.

Use a Custom Data Source

To utilize this custom data source on a form:

1. Navigate to Settings > Forms
2. Select the form that will use this data source.
3. Add a field to a form and choose one of the “Field Types” that supports using a custom data source:
   • dropdown
   • checkbox
   • radio button
4. In the “Field Options” section that appears, choose the custom data source you created from the “Data Source” menu.
5. 
6. Fill in the rest of the required information for the new field.
7. Click “Save Field”.

Families will select from your list of answer options in the form so that the data saved in Enroll is consistent and properly formatted for your future reporting and/or SIS integration needs.