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administratoraccess:formedit
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Form Editor
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txConnect Admin > Administrator Options > Settings > Forms Management > Forms (then click spyglass
icon 
)
This page allows you to change settings for a selected form, such as adding the fields to the form, assigning a “friendly” name, and determining the order in which the fields are displayed. This page can only be accessed by selecting a form from the Form Management page.
Edit a form:
- From the Forms Management page, select Forms from the menu. The Form Management page is displayed.
- Under Available Forms, click
under Options for the form you want to manage.
Below are instructions for New Student Enrollment Forms and All Other Dynamic Forms, as well as Static Forms (scroll down). Standard forms cannot be edited or deleted.
New Student Enrollment Forms
New Student forms are dynamic forms used specifically for the new student enrollment process. Several New Student forms are included automatically and already have columns (i.e., fields) added.
- New Student Address
- New Student Contacts
- New Student Enrollment
These forms cannot be deleted or renamed; however, you can modify some of the default settings for each form column.
To edit a New Student form, click under Options.
The form opens on the Form Editor page where you can make changes.
The Name, Campus, Editable, and Visible fields display the default information and cannot be changed. Also, these forms cannot be archived.
| Current Language Context |
Select the language of the form you are editing. |
|---|---|
| Special Instructions or information for this form |
Type any specific instructions for the form, up to 2000 characters, in the selected language. |
You cannot add columns to a New Student form; the Add button is disabled. However, you can modify the following settings for existing columns:
| Friendly Name |
The default friendly name is displayed. If you selected Spanish for Current Language Context, the default friendly names are Spanish. Modify the name as needed, up to 50 characters. |
|---|---|
| Order |
Indicate the order in which you want the fields to be displayed on the form. For example, type 1 if you want to field to be displayed at the top of the form. |
| Field Set |
Use this column to group related fields together in the form. For example, you could type “Mailing Address” for all fields that are related to the student’s mailing address. The field set should be typed in the language selected in Current Language Context. If a Spanish field set name is not provided, the English field set name will be displayed even if the parent is viewing txConnect in Spanish. |
| Vis |
Select if you want the field to be visible to parents on the form. Clear the check box if you do not want the field visible to parents. For example, you can hide the four-digit zip code extension. The setting of this field overrides all other visibility settings. |
| Edit |
Select to allow parents to update data in this field from the form. |
| Req |
Select if the field is required of the parents. If this field is selected, be sure Edit is also selected. |
| Instructions |
Click the button to view any existing default instructions and add additional instructions for the field. A pop-up window opens. Click Close. |
Click Save.
Click < Forms to return to the Form Management page.
All Other Dynamic Forms:
Only static and dynamic forms can be modified or deleted. Default forms cannot be deleted, and only some fields can be updated.
On the Form Editor page:
| Current Language Context |
Select the language of the form you are editing. |
|---|---|
| Name |
The form name is displayed as entered in the previous step. Modify the field if necessary. The name should be typed in the language selected in Current Language Context. If a Spanish name is not provided, the English name will be displayed even if the parent is viewing txConnect in Spanish. |
| Campus |
The campus is displayed as entered in the previous step. Modify the field if necessary. |
| Editable |
• Yes - The fields on the form will be editable. |
| Visible |
The setting entered on the previous page is displayed, indicating if the form is visible to parents in txConnect. Modify the setting if necessary. |
| Archived |
• Yes - Archive the form, which allows you to retain forms that may still be needed for reporting purposes but are no longer used for data collection. An archived form is still accessible to administrators, but is grouped with other archived forms for organizational purposes. |
| Special Instructions or information for this form |
The text box displays any text entered on the previous page. Modify the text if necessary, up to 2000 characters. |
| Form Fields | |
|---|---|
|
|
| Field Name | |
|---|---|
|
Select the table-field you want to add to the form. The drop down lists all possible fields, including the field name, sequence number (if applicable), and table name. |
For vertical table, some fields are mandatory, and they will automatically be added to the form even if you do not select them.
| Friendly Name |
The default friendly name is displayed. If you selected Spanish for Current Language Context, the default friendly names are Spanish. Modify the name as needed, up to 50 characters. |
|---|---|
| Order |
Indicate the order in which you want the fields to be displayed on the form. For example, type 1 if you want to field to be displayed at the top of the form. |
| Field Set |
Use this column to group related fields together in the form. For example, you could type “Mailing Address” for all fields that are related to the student’s mailing address. The field set should be typed in the language selected in Current Language Context. If a Spanish field set name is not provided, the English field set name will be displayed even if the parent is viewing txConnect in Spanish. |
| Vis |
Select if you want the field to be visible to parents on the form. Clear the check box if you do not want the field visible to parents. For example, you can hide the four-digit zip code extension. The setting of this field overrides all other visibility settings. |
| Edit |
Select to allow parents to update data in this field from the form. |
| Req |
Select if the field is required of the parents. If this field is selected, be sure Edit is also selected. |
| Bold |
Select if you want the field to be displayed in a bold font. |
| Italics |
Select if you want the field to be displayed in an italic font. |
| Color |
Click the box to select a color for the field text, if you prefer a color other than black. A pop-up window opens that provides seven color choices, as well as the option for no color (i.e., black). |
| Bg Color |
Click the box to select a background color for the field. A pop-up window opens that provides seven background color choices, as well as the option for no color. The form is automatically shaded with an alternating (light/dark) gray background when displayed for parents in txConnect. If you do not select a color, or if you select No Color, the background will be gray. |
| Instructions | |
|---|---|
|
Click the button to view any existing default instructions and add additional instructions for the field. A pop-up window opens. |
| Default Instructions |
Any instructions entered on the Form Field Management page are displayed. They cannot be changed here. |
|---|---|
| Field Instructions |
Add or update any additional instructions for the field. These instructions will be appended to the Default Instructions when the parent accesses the form in txConnect. |
| Bold |
Select if you want the instructions to be displayed in a bold font. This selection will apply to all text typed in the Field Instructions area. |
| Italics |
Select if you want the instructions to be displayed in an italic font. This selection will apply to all text typed in the Field Instructions area. |
| Color |
|
Click Close.
To remove a column from the form, click the delete icon 
for the column.
It is removed from the list, but it is not actually deleted until you click Save.
Click Save.
NOTE: If you created a form with fields from a vertical table, some required additional fields may be added automatically. If so, a message is displayed prompting you to review the fields before saving.
Note the added fields. These fields cannot be removed; the delete icon is not displayed.
Click Save again.
Based on the settings in the example above, the form will look like this to the parent in txConnect:
Click < Forms to return to the Form Management page.
Static Forms
To create a Spanish static form, you must have already uploaded a Spanish version of the static form, and you must have created a form using the Spanish document.
| Current Language Context |
Select the language of the form you are editing. |
|---|---|
| Name |
The form name is displayed as entered in the previous step. Modify the field if necessary. For a Spanish form, ensure that a Spanish name is entered. |
| Campus |
The campus is displayed as entered in the previous step. Modify the field if necessary. |
| Static document selection |
The drop-down lists all available static forms. Select the static form to associate with this form. For a Spanish form, ensure that the Spanish static form is selected. |
| Visible |
The setting entered on the previous page is displayed, indicating if the form is visible to parents in txConnect. Modify the setting if necessary. |
| Archived |
• Yes - Archive the form, which allows you to retain forms that may still be needed for reporting purposes but are no longer used for data collection. An archived form is still accessible to administrators, but is grouped with other archived forms for organizational purposes. |
| Special Instructions or information for this form |
The text box displays any text entered on the previous page. Modify the text if necessary, up to 2000 characters. For a Spanish form, ensure that Spanish instructions are entered. |
Click Save.
Click < Forms to return to the Form Management page.
Create a Spanish version of a static form:
To create a Spanish static form, you must have already uploaded a Spanish version of the document.
1. Click the spyglass icon for the form. The form opens on the Form Editor page where you can make changes.
2. In the Language Context field, select Spanish.
3. Ensure that the Spanish version of the form is selected for Static document selection.
4. Ensure that the Name and Special instructions are provided in Spanish.
5. Click Save.
Preview or copy a form:
| Preview |
Click to view the saved changes to the form. |
|---|---|
| Copy Form (as New) |
Click to create a new form that is an exact duplicate of the form you are copying. |
administratoraccess/formedit.1513014043.txt.gz · Last modified: 2017/12/11 12:40 (external edit)