EA Groups Census 2022

Hidden Fields
Overview
  • This is the 1st form out of 3 total forms that consist of the 2022 Groups Census. Read more about the logic behind the structure here. 
    • General plan by Brian here. Draft of questions here. 
Items to Note for Relaunch
  • There are some questions on this form that are only displayed to UGAP participants. For 2022, we used a temporary tag called "Group in UGAP Fall 2022" on Affiliation records that then marks the "UGAP Participation" question on page 2 of this form as Yes/No depending on that flag. The prefill connector on this form is filling in that "UGAP Participation" question.
    • Since then, we've moved that temporary UGAP participation marker over to the "Program Completion"/"Program Participation" rollups on an Account. So if the 2023 Census contains UGAP-specific questions as well, those questions will need to be conditionally displayed off the new rollup fields.
    • There are some UGAP questions on form #2 that need to point to the new rollups as well.
  • On page 2, the user can submit info about their affiliation with an existing group, or enter in a new group completely, if they can't find it in CEA's database. This may need to be updated if users are meant to select from a list of existing Groups in Salesforce OR insert a new Group.
    • We've seen ways that users can inadvertently circumvent FormAssembly dynamic lookups that allow for free-text submissions and additional data mapping (ex: I select my Group on page 2 and the Group Id of my group is filled into a separate hidden field). Users might click into a Group via that dynamic lookup (which populates the Group Id), realize they need to enter in a new group entirely, enter in their new Group's Name, and the ID of the Group they first clicked into will remain.
      • We ran into this behavior after the Group Census was closed and scanned the submissions to verify that that behavior didn't happen here.
      • If the Census does get revamped and users still need to be able to find an existing Group OR add a new one, we've mocked up a way that the form can follow what a user truly intends to submit on this test form -- the Group Name and New Group fields specifically. The connectors will need to be adjusted as well.
  • This form has a hefty redirect! Here are some comments we weren't able to add into the formula to help if this needs to be updated:

    /* if form is prefilled and Update Count = 1, which means that there is only ONE group this person needs to update, send them straight to form #2 to update that group's information */
    @IF(@AND(%%tfa_1702%%="Yes",%%tfa_1736%%=1),@CONCATENATE("https://cea.tfaforms.net/81?aid=",%%tfa_1735%%,"&cid=",%%tfa_1613%%),

    /* if user has come into this via a public link and there's only one group they need to update, send them to form #2 but toggle on the public version, which means that they can only see initials for existing Group Members and any records they insert are straight inserts, no updates */
    @IF(@AND(%%tfa_1702%%<>"Yes",%%tfa_1736%%=1), @CONCATENATE("https://cea.tfaforms.net/81?aidpublic=",%%tfa_1735%%,"&cid=",%%SFA_CONTACT%%,"&tfa_3522=Yes"),

    /* if user has come via prefilled link and they need to update more than one group, send them to form #1.5 */ @IF(@AND(%%tfa_1702%%="Yes",%%tfa_1736%%>1),@CONCATENATE("https://cea.tfaforms.net/89?cid=",%%tfa_1613%%),

    /* if user has come via a public link and they need to update more than one group, send them to form #1.5 with the public link tag, which carries into form #2 and restricts what they see and allows them to only insert records, not update */
    @IF(@AND(%%tfa_1702%%<>"Yes",%%tfa_1736%%>1),@CONCATENATE("https://cea.tfaforms.net/89?cid=",%%SFA_CONTACT%%,"&tfa_3522=Yes"),

    /* otherwise -- send them to the thank you page! should be used for folks who don't need to update group info */
    "https://cea.tfaforms.net/82?tfa_1683=ThankYou"))))

  • Upon submission, the user will receive an email notification according to their circumstance:
    • If they indicated that they need to submit group information for their group(s), the email notification will contain a prefilled link to form #1.5, so they can pick that up if they need to submit at a later time.
    • If they indicated no groups they need to fill out details for, the email will simply say thank you :)
  • New Group Accounts created via the Census (through form 1 or form 2) are stamped as "Created via Groups Census" for more info when merging possible dupe Group records.

Filled in if the user lands on this page via prefilled link.

Filled in if the user lands on this page via prefilled link.

Used to create group affiliation records for this Contact.

Used to create group Account record(s) if this Contact adds a new Group.

Shortcircuits this form if the user doesn't need to fill out Group information.

Indicates that this Contact was a new group organizer in our system, added by a co-organizer in form #2 (group information). This field is used in this form to hide access to form #2 -- doesn't need to be completed. This field is passed in via an email Flow in Salesforce.

Used in the redirect upon submission to send the user to form 1.5 or form 2, depending on the number of groups they need to submit group information for.

Passes in the singular group ID directly into form #2, if the user has indicated that they need to submit group info only for one group.
Thank you! Your response has been submitted. We appreciate your time.

Thank you in advance for completing CEA’s EA Groups Census! This survey should take 3 minutes or less if you’re just filling up the personal information section, and an additional 5-12 minutes to complete if you’re filling out the group information for your group. Any questions without a red asterisk are optional - you can skip these if needed.


If you’re filling out this survey via clicking a unique link sent to you, then some of the fields below may be pre-filled already with information CEA already has about you and/or your group.


The information you submit will be processed according to CEA’s privacy policy. If you have any questions or feedback about the census, email groups@centreforeffectivealtruism.org.


Personal Information

This section asks basic info about you, your role in your group/s, and whether you consent to have your data be shared.


You may see pre-filled data below from our records.




(if different from First Name)



(ideally one that won't expire)




Please indicate below which group/s you are an organizer of, and fill out or update the details below about your role in these groups. 

If you're organizing for another group, you can add that in at the bottom of the page.

You may see pre-filled data below from our records.

Hidden Fields

Filled in by the dynamic lookup selection below for the user's Group.

Filled in by the dynamic lookup selection below for the user's Group.

There are some specialty questions we display only to UGAP participants. This drop-down is populated by the prefill connector, which looks at the person's Group Account to see if the group has participated in UGAP.

Also populated by prefill connector. If this is checked off, we don't ask the user if they need to submit Group info on behalf of their group -- it's already been done.

Calculated field returns the group ID if the organiser indicates they will be completing the census for the group.


If you’re still helping organize activities at your group for at least 2 hours a month, then we still consider you as an organizer.

We prefer having around two contacts listed as the main organizers of a group, so we can contact these main organizers directly if needed.



If you don’t know, just leave this blank. If you’re a uni group organizer, then you should put the date you expect to stop being an organizer, for example when you graduate.




Only one organizer needs to fill this out - ideally a main organizer of your group.
Please nominate someone from your group who can fill out the group details section. 

Please tell them to fill out the census for your group. We may contact them if needed.



Hidden Fields




Calculated field returns the group ID if the organiser indicates they will be completing the census for the group.
You can search for an existing group below. If your group is not listed, you can write in the full name of your group to add a new record. Before adding a new group, please check for variations on your group name and double-check your spelling.


If you’re still helping organize activities at your group for at least 2 hours a month, then we still consider you as an organizer.

We prefer having around two contacts listed as the main organizers of a group, so we can contact these main organizers directly if needed.



If you don’t know, just leave this blank. If you’re a uni group organizer, then you should put the date you expect to stop being an organizer, for example when you graduate.



Only one organizer needs to fill this out - ideally a main organizer of your group.
Please nominate someone from your group who can fill out the group details section. 

Please tell them to fill out the census for your group. We may contact them if needed.


Additional Information

This is especially recommended if you don’t have a group email address.



This will give you the ability to edit your group’s page. If your group’s page isn’t on the Forum yet, we can add it after the census is done.

If you are filling out the group details section for your group, that section will appear after you press “Submit” below to finish the personal information section.

When you press submit below, you may need to wait a bit (around 20 seconds usually) for us to process your information.