Form Builder

MySchool is built to allow schools to create custom made features to match their administration needs. The Form Builder is designed to give administrators, and staff total control over the collection of information from new starters, to ensure a smooth running of the system and school admin unit.

How to access

Under the Admissions menu header, go to Advanced Options and find Form Builder. 

Open the form builder list, which shows you the previously built forms. Go to NEW FORM to start creating a new form.

Building the form

Create the sections, add the lines, and drag the data field required into your layout. The form builder is quick to use, and combined with it's design elements, it can be adapted to all your schools form styles.

1. Form label

Add a name to the form you are building, so you can find it in the list.

2. Add section

Start by adding your first section to the form. A Tab will appear as 'Untitled', enter the title in the Section title underneath. When saving, the Untitled will be replaced by the section title. Enter a brief description, include tips or instructions to help the applicant understand your requirements. 

3. Add line

Add as many lines as you need but try to keep the form concise, and easy to navigate. If you wish to delete a line then use the red X. To change the order, click and drag the two tabular lines to the new position.

4. Add a field

Most user data fields located in the student and guardian profiles are listed. This enables yso that you can build any type of request form. MySchool will automatically add this data to the User record. Click on the header to open the drop down menu underneath. Simply click and drag to the line into the section. If you need to add descriptive text or a custom answer field, then go to design elements and add the field as required.

Once a field has been used it cannot be repeated elsewhere in the form, it will be removed from the list.

Reorder the data fields by using the two tabular lines, , the red X deletes the field and replaces it in the drop down options. 

If you wish to make the field mandatory or add a help text, then press the cog icon, , and new pane will appear to the right hand side of the screen. 

Field label changes the title of the field selected. Add your help text, and check the box 'is required' to make it mandatory. 

Preview and layout

We would suggest that you design the form in draft, to make sure your layout is understandable and easy to follow from an applicants view point. Then you can start building following your layout. Once you have created your section, then go to Preview to check it out. 

Notice that the mandatory fields have the *.

The help text has the comment icon . 

The calendar icon will require a date entry .

The drop down arrow will show a default list attached to the field, and allows one entry only.

Save as Draft allows the user to save the form and return to editing, Print brings up their browser print function, and Next will take them to the next section as long as all mandatory fields are filled.

Form List

Save the form when complete, and close the form builder screen. You are returned to the form list. Click on the form to reopen and edit if required. Once saved in this list, it can be applied to the Admissions Workflow. 

There are mandatory fields needed to initiate an application workflow, these are name, year and grade applying for. If these fields are not included in the initial form, then it will not trigger the workflow, and the Application will not appear in the lists.