Custom Forms - Add/Edit

This module allows Admin users to create unique forms using the template builder in the Admin Portal, which can be submitted by staff or parents via the App. Responses can then be collated, printed, and/or saved against the child's or user's profile.

You can create a Custom Form for 'staff only' to test it first and then change it to a parent form by selecting 'staff only' and selecting children. 

➜ Click here to see how to manage your custom forms and view responses

💡Custom Forms can only be created from the web portal!

1. Click the + icon in the top right corner

• Form Title
• Description
• Requires Signature (allows the submitter to draw their signature on the screen)
• Staff Only (If only Staff will view it)
• Children (If you only want specific parents to see the form. Otherwise, use the option to 'Select all children')

3. Drag the selected fields from the right-hand side and drop them into the build form section

4. Click on Save as Draft to save for later OR Publish Form to push live to the app

There is a variety of fields to choose from when building your form:

QUESTIONS - for the form submitter to answer

• Checkbox group - for questions that can have more than one answer
• Date field - to select a date
• File Upload - for the person completing the form to attach a photo from their device
• Number - allows a number input only
• Radio Group - for questions where you want only one answer selected
• Select - for questions where you want to select one or more answers (similar to checkbox group)
• Text field - for a short (single-line) text response from the person submitting the form
• Text Area - for a larger (paragraph) text response from the person submitting the form

FORMATTING - static text (not a question to answer)

• Header - allows you to break up the form into different sections
• Paragraph - enter a block of static text for the submitter to read

DEFAULT - Inserted to the form automatically

• Child Names - Parents will see the names of the children they are linked to at the bottom of the form (under the signature)

⚠️ Please do not use quotation marks " " in any field labels!

Hover over the field and select the Edit button (pencil icon) to change the Label (this is where you enter your question), write Placeholder text (example answer), or add selectable options (for Checkbox/Radio Groups).

You can click and drag fields up or down to change their order in the form.

Click on the red X button to remove/delete a field.

You can also copy fields using the Green copy button (don't forget to change/update the Label).

Multiple Choice Fields:

Checkbox, Radio fields & Select Fields require both "Option" fields to be entered (Label and Value) with the same option.

I'm trying to attach a file...

• The file upload field is for the person submitting the form to attach a document, not for the person creating the form template to attach a file or image to the form.

Users are unable to submit a form response...

• Ensure you have not used any quotation marks in the form template. This will cause errors when trying to submit the form.

Parents are saying that they can't see the form...

• Make sure their children are tagged in the form settings
• They will need to have Full Access or App Access permission for the child to find and complete the form

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