--- title: Flat File Settings Explanation (Eligibility and Autofill) description: How Pantrysoft Staff can toggle various workflows using the Flat-File --- [Skip to content](https://support.pantrysoft.com/eligibility-activation#main-content) English Show submenu for translations [More support](https://support.pantrysoft.com/kb-tickets/new?hsLang=en) ![pexels-caleboquendo-7807594](https://support.pantrysoft.com/hs-fs/hubfs/pexels-caleboquendo-7807594.jpeg?width=3480&height=892&name=pexels-caleboquendo-7807594.jpeg) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.pantrysoft.com/kb-tickets/new) - [Go to pantrysoft.com](https://app.pantrysoft.com/login) [Go to pantrysoft.com](https://app.pantrysoft.com/login) Welcome to the PantrySoft knowledge base. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en) 2. [Special Workflows](https://support.pantrysoft.com/special-workflows?hsLang=en) 3. [University](https://support.pantrysoft.com/special-workflows?hsLang=en#university) # Flat File Settings Explanation (Eligibility and Autofill) ## How Pantrysoft Staff can toggle various workflows using the Flat-File ### Allow for Manual Eligibility File Upload (Activates Nothing): Prereqs: (none) General Settings: `Enable CSV Eligibility Upload Tool` Affects: Enables in the Setup Menu: Upload. Will also show the checkmark, but an impotent checkmark *without* `Require Client Eligibility on Dashboard and Kiosk` ### Activate Eligibility Restrictions: #### Require Eligible Login **PREREQ:** (none, portal url provided) **DESCRP:** Restrict **Portal Login**: `Require Eligible Login Username(Email)` Requires that the User (login) *Username* or Email to match flat-file's email\_address field. It's loose enough to search by the prefix (greg) against multiple domain synset (synonym set) if we've set the superadmin page to allow for multiples. Checks against flat-file email UNLESS... User comes from non-SSO it will also check the account number and *both* have to match. **On "Synset":** NOTE: The "triangle" domain field was just for linking student to org.  NOTE: greg@**university.edu**, greg@mail.**university.edu**. You'd set these both up as synset. And they work with both eligibility. Bold is "top level" **university.edu** Alternates for the "core." But this doesn't work for a completely different domain. (Greg didn't even want to do *this*.)  **AFFECTS:** - Maybe affects which orgs you can see when you are connected to multiple orgs. - Required for it to go look for a matching Client record via the primary's email. But it won't go looking and auto-matching if you're not on an eligibility list. This might not be necessary? The logic here should be examined... - Green Checkmark. - Autofill for Kiosk Eligibility to work. #### **Require Eligibility: Kiosk and Dash** **`Require Client Eligibility on Dashboard and Kiosk`**  **DESCRPTION:** The Account Number has to autofill (or be manually entered) in order for this check to work. So some workflows will autofill-then-disable. This only looks for client via account\_number, not email. You don't have to have unique\_account\_numbers on (but we've got a card on that) **AFFECTS:** - Edit Client - New Client - Registration (Kiosk and Storefront) - Kiosk Checkin mode Login (effect here is to clear field and toaster) Also does Storefront Account Number eligibility. UPON: Load and edit-blur. Disable submit until a valid one is entered. \*With Anon or Client Check-in: Client is found by entering account number in Kiosk, if ineligible, then toaster error-\>redirect/ clear. ### Autofill Toggling: **Portal Flat-File Autofill:** Storefront Settings: `Auto-fill New Storefront Registrations from Eligible Client Data`  **Portal All Autofilling (including SSO autofills) This is actually LOCK Autofill.** Registration Settings: `Disable Autofilled Fields on Storefront Registrations` **Kiosk autofill** General Settings: `Auto-fill New Kiosk Registrations from Eligible Client Data` NOTE: *Kiosk* autofill requires: `Require Client Eligibility on Dashboard and Kiosk`  **PREREQ:** Kiosk Anon can't be on, Eligbility has to be on. If unique acct numbers, autofill itself won't work (but the payload is still delivered to the front. Card!!!) #### Prefill (Eligibility-Derived Registration Bypass/ auto-build brand new Client via Flat-File) So obviously you need Require Kiosk Eligibility. You also need Check-In mode (so we're only gathering account\_number). #### Prefill (Kiosk Only) Bypass the Registration phase and create a new CLient on the fly from the Eligibile CLient record, and it'll automatically either pull up a Visit PREREQ: Kiosk: **Check In** mode and **Require Kiosk Eligibility**. It will bypass Reg even if it's due. **Prefill *and then Bypass* Portal Registration:**  Storefront Settings: `Eligibility Prefill` EFFECT: If this is on, a New Visit modal will occur. Unless quick-visit, of course. And if you don't have a Client record already, it will  **Dashboard Autofill Setting?** Why is there no Dashboard autofill setting? Because it's automatic when you turn on `Require Client Eligibility on Dashboard and Kiosk`. This is an unfortunate legacy from when the flat-file was only built to provide Eligibility functionality. Senior Dev: "I think the autofill needing `Require Client Eligibility on Dashboard and Kiosk` to be on is due to the evolution of the code and probably doesn't need to be that way." ### Flat-File Matches Matches: *The Flat-File matches/ identifies students based on:* - **With SSO:** email address provided by both features. - **Without SSO:** flat-file account\_number field matches User-provided Email Address OR User-provided Account Number.   - [Getting Started](https://support.pantrysoft.com/getting-started?hsLang=en#main-content) - [Users](https://support.pantrysoft.com/getting-started?hsLang=en#users) - [PantrySoft Interfaces](https://support.pantrysoft.com/getting-started?hsLang=en#pantrysoft-interfaces) - [Inventory](https://support.pantrysoft.com/getting-started?hsLang=en#inventory) - [Guest/Client Registration](https://support.pantrysoft.com/getting-started?hsLang=en#guest-client-registration) - [Visits](https://support.pantrysoft.com/getting-started?hsLang=en#visits) - [Client Portal - 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