Options for Student Filters: Using Legacy fields

Just like the options for how to contact a parent/guardian, you may also choose how to get data to contact the student directly. Options for legacy fields and contacts are available. The more common (for now) method is to use legacy phone/email sources. By default there are 2 legacy fields used, each of which you can choose to exclude from the exports using these fields.

* Note: the cell phone field in question is the one that comes with the plugins, not any custom cell phone field you may have created. It also does not pertain the any built in legacy field you have relabeled as student cell phone

Section 1: Select the source of your data

The top part is where you select where your data is coming from.

• Where should the student contacts come from:
  Here you select if your data is coming from the contacts module or legacy fields. There are 4 options:
  • Legacy Phone/Email Fields : Stock query using legacy phone / email fields. No custom plugin needed for this
  • Custom Query using Legacy : Custom query using legacy phone / email fields. Often used when there are custom phone fields or custom email fields or if there is a custom language field to be used.
  • Contacts : Stock query using contacts for phone / emails.
    • If using this method see: Options for Student Filters: Using Contacts
  • Custom Query using Contacts : Custom query using contacts but for some special situation such as a custom language field or custom filter
    • If using this method see: Options for Student Filters: Using Contacts
• Use Custom Language Field (requires custom plugin):
  If you have a custom language field that should be used you can label that here. This is the language used when contacting the student, not the student's parent/guardians. Most schools do not necessarily contact every student in the parent's language. For information on the language options see What are the language options in the filter settings
• Language Field (Informational only):
  If you do use a custom language field you can enter where it comes from here. This field doesn't do anything other than serve as a reminder of where the language is coming from. This is often a question that gets asked as people forget or weren't told and this  serves as a place to enter a reminder.

Section 2: Who to Contact

If you are using legacy fields for phone/emails there is no "who" as each field will only happen one time per student. This section does not show for Legacy fields

Section 3: How to contact

Once you've said where the data is coming from and selected which contacts (if necessary) to use the next step is to determine which phones and emails to include. The options change based on if you're using legacy fields or if you are using contacts. For legacy fields there are 2 built in options which you can choose to exclude and the exports will obey

• Exclude legacy cell phone field from this plugin:
  This field is set to be included by default. Set to exclude to not include data in the cell phone field that comes with our plugins. 
• Exclude legacy built in student email field:
  This field is set to be included by default. Set to exclude to not include data stored in the student email field that comes with PowerSchool and is located on the Student Email page in a student's record