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general:admin_forms_create_custom_body
Step 1
If selecting English and Spanish for Language, the English version will be created first. To translate into a Spanish version, use Custom Forms > Edit Custom Forms.
Form Properties:
❏ Add the form.
| Form Name | Type a name for the form, using up to 50 characters. For a Spanish form, provide the name in Spanish. |
|---|---|
| Form Descriptions/Instructions | Type any specific district-level instructions for the form, using up to 500 characters. For a Spanish form, provide the instructions in Spanish. |
| Campus | (Required) Select a campus in order to assign the form to a specific campus. Or, select All Campuses if the form is used for all campuses in the district. If you select All Campuses, each campus is listed, and you can remove individual campuses if needed.  NOTE: If you select All Campus by mistake, click Cancel All to clear all campuses at once. |
| Language | Select the language of the form. If you need the form in both English and Spanish (now or in the future), select English and Spanish. This creates a duplicate of the English form that can later be translated into Spanish on Custom Forms > Edit Custom Forms. WARNING: Once the language option is selected, it cannot be changed.
|
❏ Click Next.
Step 2
Question Format Types:
❏ You can add a variety of elements to your form.
- Drag the element from the right to the blank area in the middle.
- You can drag and drop the elements to re-position them within the form.
- Click Preview Form any time to see how the form will look to parents.
The following two options allow you to provide headings and instructions on the form.
| Header | Select to add a heading, up to 50 characters. Example:  |
|---|---|
| Paragraph | Select to provide one or more sentences in the form, such as instructions, up to 1000 characters. Example:  |
The following question format types refer to the answer you are soliciting from the parent.
| Date Field | The parent will be asked to type a date or select a date from a calendar widget. Example:  |
|---|---|
| Number Field | The parent will be asked to enter a number, such as a phone number, street number, or quantity. Example:  |
| Radio button | The parent will be asked to select one of several options (multiple choice, one answer). Example:  |
| Dropdown-Multiple Choice | The parent will be asked to select an option from a drop-down list (one or multiple selections). Example:  |
| Text Field | The parent will be asked to enter a few words or less. You can specify the maximum number of characters the parent can enter. Example:  |
| Text Area | The parent will be asked to enter a text response that may require more then a few words. You can specify the maximum number of characters the parent can enter. Example:  |
All question format types allow the following properties to be set:
NOTE: For Spanish forms, provide this information in Spanish.
TIP: Be sure to add questions to the custom form that help identify the student that the information is being gathered for (e.g., What is your student’s first name? What is your student’s last name? Grade Level? What school does your child attend? (multiple choice)). The form results do not automatically provide default information such as first name, last name, grade level, campus.
| Required | Select if parents are required to answer this question. |
|---|---|
| Label | Type the question as you want it to appear in ParentPortal. NOTE: Labels should be different for each field on individual forms. This text is for internal use when viewing custom form data. |
| Tool Tip | Type further instructions for the question if needed. This will be displayed when a parent hovers over a question mark icon  next to the field. |
| Placeholder Text | Type any text that you want to appear in the field, such as a sample answer or guidance. For example, in an email field, you may type name@email.com. The parent's actual answer will overwrite any placeholder text. For Date Field, the placeholder text is always mm/dd/yyyy. |
The following properties depend on the type of question format type selected:
NOTE: For Spanish forms, provide this information in Spanish.
| Property | Question Type(s) | Description |
|---|---|---|
| Size | Header | Select the font size for the header. |
| Description | Paragraph | Type any instructions or information about the form. |
| Options | Radio button, Dropdown-Multiple Choice | Type each option the parent can choose from. There are two fields for each option:
• In the left field, type the option as it should be displayed in ParentPortal.
|
| Allow Multiple Selections | Dropdown-Multiple Choice | Indicate if the parent can choose more than one option. |
| Display Options Horizontally | Radio button | If selected, all options are displayed on the same row. If not selected, each option is displayed on a separate row.  |
| Default Value | Date Field | Indicate the default value. If entered, it will be displayed initially, rather than the Placeholder text. If the parent deletes the default value, the Placeholder Text is displayed. |
| Minimum/Maximum Number | Number Field | Specify a range of numbers that are allowed. |
| Minimum/Maximum Date | Date Field | Specify a range of dates that are allowed. |
| Maximum Characters | Text Field, Text Area | Indicate the maximum number of characters the parent can enter. |
| Number of Rows | Text Area | Specify how tall the text area is. The number of rows does not affect the number of characters the parent can enter. |
| Input Type | Text Field, Text Area | Select the type of text you are asking the parent to enter. |
❏ You can further adjust the form. Hover over each question in the form:
- Click to remove the question from the form.
- Click to view/modify the properties of the question.
Click Close to collapse (i.e., hide) the properties for a particular question.
- Click to duplicate the question including its properties.
❏ Click Clear if you need to remove all questions from the form and start over.
❏ Click Save.
❏ Click Previous if you need to return to Step 1 to modify form properties.
NOTE: A custom form must be added to either the Returning Student Registration or Student Data Maintenance group (under Form Group Management) to be visible to parents. Custom forms are not available for use in New Student Enrollment.
general/admin_forms_create_custom_body.txt · Last modified: 2023/03/20 14:22 by apape