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academy:admin_forms_create_dyn

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academy:admin_forms_create_dyn [2019/07/01 19:42] – jstanfordacademy:admin_forms_create_dyn [2023/05/12 19:35] (current) – apape
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 \\   \\  
-<WRAP round intro>Dynamic forms are build using the fields from [[:formfields|Forms Field Management]].</WRAP>+<WRAP round intro>Dynamic forms are built using the fields from [[:formfields|Forms Field Management]].</WRAP>
 VCV Click **Add Form**.<div indent>A pop-up window opens.\\  \\   VCV Click **Add Form**.<div indent>A pop-up window opens.\\  \\  
 {{:images:screenshots:admin-forms-creator-add.png|Add New Form pop-up window}}</div> {{:images:screenshots:admin-forms-creator-add.png|Add New Form pop-up window}}</div>
 \\   \\  
-^Form Name|Type a name for the form. For a Spanish form, provide the name in Spanish.|+^Form Name|Type a name for the form. For a Spanish form, provide the name in Spanish.\\ \\ At this time, user's may alter an existing Dynamic Form's **Form Name** field by following these steps: Select the Dynamic Form to modify. Click **Copy Form**. Then modify the **Form Name** field of the copied Dynamic Form.\\ \\ **This will be corrected with future programming.**|
 ^Form Instructions|Type any specific district-level instructions for the form. For a Spanish form, provide the instructions in Spanish.| ^Form Instructions|Type any specific district-level instructions for the form. For a Spanish form, provide the instructions in Spanish.|
 ^Campus|Select a campus in order to assign the form to a specific campus. Or, select //All Campus// if the form is used for all campuses in the district.\\  \\  If you select //All Campus//, each campus is listed, and you can remove individual campuses if needed.\\  \\  {{:images:screenshots:admin-forms-campus.png|Campus selection field}}\\  <WRAP box>**NOTE:** If you select //All Campus// by mistake, click //Cancel all// to clear all campuses at once.</WRAP>| ^Campus|Select a campus in order to assign the form to a specific campus. Or, select //All Campus// if the form is used for all campuses in the district.\\  \\  If you select //All Campus//, each campus is listed, and you can remove individual campuses if needed.\\  \\  {{:images:screenshots:admin-forms-campus.png|Campus selection field}}\\  <WRAP box>**NOTE:** If you select //All Campus// by mistake, click //Cancel all// to clear all campuses at once.</WRAP>|
 ^Visible|Select **Yes** if you want the form to visible to parents in ParentPortal.| ^Visible|Select **Yes** if you want the form to visible to parents in ParentPortal.|
-^Language:|Select the language of the form.|+^Language|Select the language of the form.|
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 <WRAP box>**IMPORTANT:** For a dynamic form, leave the drop-down field set to //No Document//.</WRAP> <WRAP box>**IMPORTANT:** For a dynamic form, leave the drop-down field set to //No Document//.</WRAP>
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 ^Field name|The selected FIELD-NAME(-)-TABLE-NAME is displayed.| ^Field name|The selected FIELD-NAME(-)-TABLE-NAME is displayed.|
 ^Friendly Name|The English default friendly name is displayed. Modify the name as needed.| ^Friendly Name|The English default friendly name is displayed. Modify the name as needed.|
-^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.| +^Order|A default order number is assigned. (Optional) 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 fields that you want to physically group together should also be together as indicated by the **Order** field. The fields with the same **Field Set** are grouped together in a box, but only if they are adjacent in the order. The box is drawn around one or more sequential fields that have a //Field Set// specified.|+^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 fields that you want to physically group together should also be together as indicated by the **Order** field. The fields with the same **Field Set** are grouped together in a box, but only if they are adjacent in the order. The box is drawn around one or more sequential fields that have a //Field Set// specified.\\ \\ Field Set does not apply to //New Student Enrollment// Forms.|
 \\   \\  
 {{:images:expand.png|Expand icon}} - Click to view additional fields.\\  \\   {{:images:expand.png|Expand icon}} - Click to view additional fields.\\  \\  
 {{:images:screenshots:admin-forms-creator-edit-dynamic-expand.png|showing section expanded with additional fields highlighted}} {{:images:screenshots:admin-forms-creator-edit-dynamic-expand.png|showing section expanded with additional fields highlighted}}
 \\   \\  
-^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.| +^Visible|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.\\  <div indent>BBB If selected, the form field will be editable, but only if the field is also set to **Updateable**=true on [[:formfields|Form Field Management]].\\  \\  BBB If not selected, this will override the other setting, and the form field will not be editable.</div>This setting does not apply to New Student forms.| +^Editable|Select to allow parents to update data in this field from the form.\\  <div indent>BBB If selected, the form field will be editable, but only if the field is also set to **Updateable**=true on [[:formfields|Form Field Management]].\\  \\  BBB If not selected, this will override the other setting, and the form field will not be editable.</div>This setting does not apply to New Student forms.| 
-^Req|Select if the field is required of the parents. If this field is selected, be sure **Edit** is also selected.|+^Required|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.| ^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.| ^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).\\  \\  {{:images:screenshots:admin-forms-creator-edit-dynamic-font-color.png|font color picker pop-up window}}\\  \\  Click a color to select it, and the window closes.| ^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).\\  \\  {{:images:screenshots:admin-forms-creator-edit-dynamic-font-color.png|font color picker pop-up window}}\\  \\  Click a color to select it, and the window closes.|
-^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.\\  \\  {{:images:screenshots:admin-forms-creator-edit-dynamic-bg-color.png|background color picker pop-up window}}\\  \\  Click a color to select it, and the window closes.\\  \\  The form is automatically shaded with an alternating (light/dark) gray background when displayed for parents in ParentPortal. If you do not select a color, or if you select **No Color**, the background will be gray.|+^Background 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.\\  \\  {{:images:screenshots:admin-forms-creator-edit-dynamic-bg-color.png|background color picker pop-up window}}\\  \\  Click a color to select it, and the window closes.\\  \\  The form is automatically shaded with an alternating (light/dark) gray background when displayed for parents in ParentPortal. If you do not select a color, or if you select **No Color**, the background will be gray.|
 ^Instructions^^ ^Instructions^^
 |Click the button to view any existing default instructions and add additional instructions for the field. A pop-up window opens.\\  \\  {{:images:screenshots:admin-forms-creator-edit-dynamic-instructions.png|instructions pop-up window}}|| |Click the button to view any existing default instructions and add additional instructions for the field. A pop-up window opens.\\  \\  {{:images:screenshots:admin-forms-creator-edit-dynamic-instructions.png|instructions pop-up window}}||
academy/admin_forms_create_dyn.1562010174.txt.gz · Last modified: 2019/07/01 14:42 (external edit)

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