Create a New Custom Form
From the Dashboard:
- Click Forms in the Left-Menu
- Select Custom Fields > Custom Forms
- This list of Custom Forms displays: Click the New button
- Title your form something recognizable by yourself and your team. This is an internal title and will not be visible on any public form.
- Click the Save and Continue button
Your Custom Form has been created, but at this point, it's an empty shell. Now you need to build the form.
Building a Custom Form
Know that there is no one way to build a Custom Form. This guide will walk you through a typical scenario using the Custom Form example we've been working with. We'll be building a fairly large form so we'll be hitting a lot of specific areas.
Adding a New Layout Item: Header
First, let's give our Custom Form a title.
From the Edit Custom Form view:
- Click the New Layout Item button
- Enter and Internal (Non-Public) Title for Layout Item
- Note: Since this title is not public, sometimes schools might use it to label a group of fields something a little different to give important internal information about those fields
- Assign an Order, since we want this header at the top, we'll leave it at 10
- Select "Header" as the Layout Item
- Enter the Text to Display in Header. This is the public header parents will see on forms
- Uncheck the Visible on public forms checkbox if header is internal only. In this scenario, we'll leave it checked since we want parents to see it.
- The Active checkbox will allow you to make the header inactive thus not visible anywhere
- For a Header, Flex Length will almost always be "1"
- Click the Save and Back button
- Your new header will display in the table.
Adding a New Custom Field: Radio Button List
A radio button list is a set of fields with multiple radio buttons, side-by-side. Radio buttons always have to come in a list because this type of field requires a user to select one option.
There are two parts to adding this type of field. Since we're working with a radio button list, we'll have to add the radio button list, and also create the list with it's specific values. We're going to create a very common type of radio button list with only two values: "Yes" and "No."
From the Editing Custom Form view:
- Click the New button
- Enter a Field Label
- Note: In our example, our first Field Label is "Are you registering your child for track & field during the 2018-2019 school year?" and the options will be "Yes" or "No."