Creating custom forms

1 - Add the required information and set up the form by clicking on Custom forms > Create

• Title
• URL Path 
• Application in status - select which Status the form is enabled to appear in Parent Dashboard
• Years of Entry - filter if the form should appear based on the student’s year of entry 
• Calendar Years of Entry - filter if the form should appear based on calendar years
• Mandatory Custom forms - select if there are any mandatory forms that needs to be filled out before this custom form can be started
• Confirmation HTML - Input the text the parent see on Parent Dashboard when the form is submitted. Here is an example:

<p>Thanks for submitting the form. <a href="/parent/dashboard">Click here</a> to return to your parent dashboard.</p>

Create the custom form design and information

• Step - create the title 

This is mandatory before the system allows you to choose the design options.

• Text Input - opens a text space with label

• Text Area - opens a text space without label

• Select - dropdown menu

• Radio Group - questions with one answer allowed

• Checkbox group - questions with multiple answers allowed

• HTML - Text only

• Include forms - select different options. For example parent signature or request documentation boxes

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

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

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

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

• 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

A finished custom form will look like this