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academy:admin_forms_edit_new_student_forms

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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.



Under Active Forms:

❏ Hover over a 'New Student' form and click the edit icon edit icon.

❏ The form details open in the Edit Form section (right side) where you can add or edit details:

Form NameThe name entered on the previous page is displayed and can be modified. Type a name for the form. For a Spanish form, provide the name in Spanish.
Form InstructionsThe instructions entered on the previous page are displayed and can be modified. Type any specific district-level instructions for the form. For a Spanish form, provide the instructions in Spanish.
CampusThe campus(es) selected on the previous page are displayed and can be modified. 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.

NOTE: If you select All Campus by mistake, click Clear all to clear all campuses at once.

VisibleThe setting entered on the previous page is displayed and can be modified. Select Yes if you want the form to visible to parents in ParentPortal.
ArchivedSelect to 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.

Archived forms are not visible in ParentPortal.

New Student Enrollment forms cannot be archived.

❏ Select the fields to include on the form from the drop-down list.

The drop-down lists all possible fields. They are listed as FIELD-NAME(-)-TABLE-NAME.

Once you select a table-field, all subsequent fields that you add to the form must come from the same type of table (either vertical with multiple records, or single record). The drop-down list in the subsequent rows will filter out the tables that can no longer be selected based on the selection in the first row.

STILL TRUE? A hyphen indicates a flat (single-record) table.
STILL TRUE? An asterisk indicates a vertical (multi-record) table.


STILL TRUE? For vertical table, some fields are mandatory, and they will automatically be added to the form even if you do not select them.

Mandatory fields:


STILL TRUE? Form field edits:

Field nameThe selected FIELD-NAME(-)-TABLE-NAME is displayed.
Friendly NameThe English default friendly name is displayed. Modify the name as needed.
OrderIndicate 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 SetUse 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.


❏ Click Expand icon to view additional fields.

VisSelect 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.
EditSelect to allow parents to update data in this field from the form.

• If selected, the form field will be editable, but only if the field is also set to Updateable=true on Form Field Management.

• If not selected, this will override the other setting, and the form field will not be editable.

This setting does not apply to New Student forms.

ReqSelect if the field is required of the parents. If this field is selected, be sure Edit is also selected.
BoldSelect if you want the field to be displayed in a bold font.
ItalicsSelect if you want the field to be displayed in an italic font.
ColorClick 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).

<SCREENSHOT-color palette>

Click a color to select it, and the window closes.
Bg ColorClick 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.

<SCREENSHOT-color palette>

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
Click the button to view any existing default instructions and add additional instructions for the field. A pop-up window opens.

<SCREENSHOT-instructions>
Default InstructionsAny instructions entered above are displayed. They cannot be changed here.
Field InstructionsAdd or update any additional instructions for the field. These instructions will be appended to the Default Instructions when the parent accesses the form in ParentPortal.
BoldSelect 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.
ItalicsSelect 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.
ColorClick the box if you want the instructions to be displayed in a color. A pop-up window opens that provides seven color choices, as well as the option for no color (i.e., black).

<SCREENSHOT>

Click a color to select it, or click No Color, and the window closes.

This selection will apply to all text typed in the Field Instructions area.


❏ Click Close.

To remove a column from the form, click the corresponding delete icon delete icon.

<SCREENSHOT>

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.

<SCREENSHOT - Required fields>

Note the added fields. These fields cannot be removed; the delete icon delete icon is not displayed.


❏ Click Save.

<SCREENSHOT - Data saved>

academy/admin_forms_edit_new_student_forms.1559171682.txt.gz · Last modified: 2019/05/29 18:14 (external edit)