Duplicating a Custom Form

  • when you view custom forms you will now have the ability to duplicate any existing form.

Custom form - duplicate

1 Is Active - this option allows you to view Active and Inactive forms separately.

2 Search - this allows you to search for a custom form by name.

3 Duplicate - this allows you to duplicate any existing Custom Form and modify the details. (you must rename the Title Field and the URL Path)

4 Custom Forms in Green - these are stubs and are where you set the Mandatory custom forms.

Create the custom form design and information

( Note: you can create New Custom Forms and adjust the settings using the Copy JSON method, see article Custom Form Templates

  • Step - create the title 

This is mandatory before the system allows you to choose the design options. You cannot save the form until you have selected one of the components below.

  • Text Input - opens a text space with label
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Custom form - Text input sample

1 - The description / question displayed in the form

2 - The name of the file (limited to 64 characters linked by _ no spaces). this can be edited to reduce the size and not affect the Label

3 - This toggle makes the field Mandatory

4 - This is the description displayed under the #1

  • Text Area - opens a text space without label
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  • Select - dropdown menu
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  • Radio Group - questions with one answer allowed
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Custom form - Radio input sample

1 - The description / question displayed in the form

2 - The name of the file (limited to 64 characters linked by _ no spaces). this can be edited to reduce the size and not affect the Label

3 - This toggle makes the field Mandatory

4 - List the options to be selected (only one can be selected)

5 - This is the description displayed under the #1

  • Checkbox group - questions with multiple answers allowed
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Custom form - checkbox input sample

1 - The description / question displayed in the form

2 - The name of the file (limited to 64 characters linked by _ no spaces). this can be edited to reduce the size and not affect the Label

3 - This toggle makes the field Mandatory

4 - List the options to be selected (multiple options can be selected)

5 - This is the description displayed under the #1

  • HTML - Text only

Custom form - html input sample

1 - The name of the field

2 - This is the description displayed under the #1

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  • Include forms - select different options. For example parent signature or request documentation boxes.
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  • There are different sets of standard Form Fields that can be selected. By using these Form Fields if the Parent has already provided the data this information is pre-filled in the Custom form. It also ensures that the data is recorded correctly within the application upon submission of the completed Custom Form.
  • Make sure you edit the Form Field to select which field you want to be displayed on each form (granularity)

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You can switch the location of the steps you add by dragging them up and down as you please.

Setting up a custom form

Create a new custom form and add the required information and by clicking on Custom forms > Create

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The custom form setup section has toggles to allow you to force parents to complete these task prior to a particular event, for example if you turn on the toggle it ensures that the applicant must complete the form before going on to additional enrolment tasks.

1 Active - this is automatically set to on when you start a new form. To make a Custom form unavailable you can turn the form off here.

2 Private - this is automatically set to off. It allows the form to be sent via invitation only and will not appear on the parent dashboard.

3 Allow Profile Creation - this is automatically set to off. When this form is completed a student profile is created.

4 Ability to Nominate 3rd Party Submission - this is automatically set to off. When this toggle is on the form can be emailed to an external email address provided for completion.

5 Staff Only. Do not show submitted form to Parent - this is automatically set to off. When this toggle is on the completed form is available for the parent to see on their dashboard.

6 Title - This is the name of the Form and is compulsory

7 Mandatory Custom Forms - If forms are to be completed in a particular sequence you can select from the drop down list. Note that the form must already exist to be selected.

8 Url Path - This is the unique identifier of the Form and is compulsory. There can be no gaps in this name (e.g. medical-form).

9 Print Attendance Type - This is automatically set to off. This information can be printed on the Custom Form.

10 Print Campus - This is automatically set to off. This information can be printed on the Custom Form.

11 Show XXXX ID on Form - This is automatically set to off. This information can be printed on the Custom Form (where XXXX = the School Management System, e.g TASS etc)

12 Show Student Code on Form - This is automatically set to off. This information can be printed on the Custom Form (it is an alternate code setup in Customisation >Common Settings)

13 Print Student Profile Categories - These can be selected from a drop down list of categories that have been setup for the school. (Beware the parents will see these is selected)

14 Introductory HTML Snippet - This is optional, default is blank

15 Confirmation Html - This has a default setting however it can be updated to suit the individual school.

16 After Submission - These can be selected from a drop down list of actions. This is what the parent sees after the form is completed.

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  • Custom Form Recipients can be selected here. (note if you do not select any Criteria then the forms are available for all).
  • This is also where you can activate Custom Form payment settings.

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Setup Custom Form Payment

  • Select the toggle to activate Custom Form payments. (Your Payment Gateway must already be setup see: <link: Payment Settings> )

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  • Once you have made your selections press save - remember it will not be available unless the form has been activated by selecting "Save and Publish".
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2 - Create an email template with confirmation to the parent for the received form

Go to Email Settings > Email Templates > Custom > Add and choose Custom under Type

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Input the email text you would like to send when a parent receives confirmation of submission. Create Custom Emails

3 - Create an automation setting that enables the system to send out the email template in step 2 automatically when a parent submits the custom form assigned to it. 

Go to Email Settings > Automated Emails and click Create Email Automation

  • Name
  • Exclude Applications in Status - filter based on status
  • Parent template - if a parent should receive an email, select the email template from step 2
  • Staff template - if the staff should receive an email, select the email template from step 2
  • Trigger Events - select that submitting a custom form is the trigger event 
  • Custom form - select which custom form is the trigger event

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A finished custom form will look like this

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