User Tools

Site Tools


general:admin_forms_create_custom_body

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
general:admin_forms_create_custom_body [2020/05/19 18:58] jstanfordgeneral:admin_forms_create_custom_body [2023/03/20 14:22] (current) apape
Line 1: Line 1:
 <div head2>Step 1</div> <div head2>Step 1</div>
 +<WRAP round intro>If selecting //English and Spanish// for **Language**, the English version will be created first. To translate into a Spanish version, use [[:customform:editexistingform|Custom Forms > Edit Custom Forms]].</WRAP>
 +
 <div head3>Form Properties:</div> <div head3>Form Properties:</div>
 VCV Add the form.\\  \\   VCV Add the form.\\  \\  
 {{:images:screenshots:admin-forms-custom-1.png|Custom Forms Step 1}} {{:images:screenshots:admin-forms-custom-1.png|Custom Forms Step 1}}
 \\   \\  
-^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, 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. For a Spanish form, provide the instructions 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.\\  \\  {{: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|(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.\\  \\  {{: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>|
-^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 template for the Spanish form, and you can then add Spanish translations to the Spanish form.\\  \\  <WRAP box>**WARNING:** Once the language option is selected, it cannot be changed.</WRAP>\\  \\  {{:images:screenshots:admin-custom-forms-language.png|Custom Form language drop-down field}}|+^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 [[:customform:editexistingform|Custom Forms > Edit Custom Forms]].\\  \\  <WRAP box>**WARNING:** Once the language option is selected, it cannot be changed.</WRAP>\\  \\  {{:images:screenshots:admin-custom-forms-language.png|Custom Form language drop-down field}}|
 \\   \\  
 VCV Click **Next**.\\  \\   VCV Click **Next**.\\  \\  
Line 39: Line 41:
 All question format types allow the following properties to be set: All question format types allow the following properties to be set:
 \\   \\  
-<WRAP box>**NOTE:** For Spanish forms, provide this information in Spanish.</WRAP>+<WRAP box>**NOTE:** For //Spanish// forms, provide this information in Spanish.</WRAP>
  
 <WRAP box>**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.</WRAP> <WRAP box>**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.</WRAP>
Line 45: Line 47:
 \\   \\  
 ^Required|Select if parents are required to answer this question.| ^Required|Select if parents are required to answer this question.|
-^Label|Type the question as you want it to appear in ParentPortal.|+^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 {{:images:form-question-mark.png|question mark icon}} next to the field.| ^Tool Tip|Type further instructions for the question if needed. This will be displayed when a parent hovers over a question mark icon {{:images:form-question-mark.png|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.| ^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.|
Line 51: Line 53:
 The following properties depend on the type of question format type selected: The following properties depend on the type of question format type selected:
 \\   \\  
-<WRAP box>**NOTE:** For Spanish forms, provide this information in Spanish.</WRAP>+<WRAP box>**NOTE:** For //Spanish// forms, provide this information in Spanish.</WRAP>
 \\   \\  
 ^Property^Question Type(s)^Description^ ^Property^Question Type(s)^Description^
Line 58: Line 60:
 ^Options|Radio button, Dropdown-Multiple Choice|Type each option the parent can choose from. There are two fields for each option: <div indent> BBB In the left field, type the option as it should be displayed in ParentPortal.\\  BBB In the right field, type the option the way you want it to appear in the response. Parents will not see this name; it is for internal use only. \\  It is okay for these to be the same.</div>\\  BBB Click **Add Option +** to add as many options as needed.\\  BBB Click {{:images:delete_3.png|delete icon}} to remove an option.\\  \\  {{:images:screenshots:admin-forms-custom-2-select-options.png|Options example}}| ^Options|Radio button, Dropdown-Multiple Choice|Type each option the parent can choose from. There are two fields for each option: <div indent> BBB In the left field, type the option as it should be displayed in ParentPortal.\\  BBB In the right field, type the option the way you want it to appear in the response. Parents will not see this name; it is for internal use only. \\  It is okay for these to be the same.</div>\\  BBB Click **Add Option +** to add as many options as needed.\\  BBB Click {{:images:delete_3.png|delete icon}} to remove an option.\\  \\  {{:images:screenshots:admin-forms-custom-2-select-options.png|Options example}}|
 ^Allow Multiple Selections|Dropdown-Multiple Choice|Indicate if the parent can choose more than one option.| ^Allow Multiple Selections|Dropdown-Multiple Choice|Indicate if the parent can choose more than one option.|
-^Display Optional Horizontally|Radio button|If selected, all options are displayed on the same row.\\  {{:images:screenshots:admin-forms-custom-2-radio-inline.png|radio options in line}}\\  \\  If not selected, each option is displayed on a separate row.\\  {{:images:screenshots:admin-forms-custom-2-radio-not-inline.png|radio options not in line}}|+^Display Options Horizontally|Radio button|If selected, all options are displayed on the same row.\\  {{:images:screenshots:admin-forms-custom-2-radio-inline.png|radio options in line}}\\  \\  If not selected, each option is displayed on a separate row.\\  {{:images:screenshots:admin-forms-custom-2-radio-not-inline.png|radio options not in line}}|
 ^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.| ^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 Number|Number Field|Specify a range of numbers that are allowed.|
general/admin_forms_create_custom_body.1589914715.txt.gz · Last modified: 2020/05/19 13:58 (external edit)