Before you begin, it’s a good idea to plan ahead. Planning your form can save you revision time. Take a couple of minutes and ask yourself some questions:
- Where is this data going?
- Person Record
- Student Record
- Enrollment Record
- Admission Record
- Lead Record
- Donor Profile
- Lead Application or Contract
- Is this form for internal use only?
- Will it be a part of a form/application/contract sent out to parents?
- Will you ever need to filter for this data? If, yes, how will you filter for it? For example, in our example Track & field 2018-2019 form, there's a multi-line textbox field for Notes. This field wouldn’t really useful as a filter because there’s no standard parameters. However, it would be very easy to filter for all 2018-2019 Women’s Pole Vaulters because that data only requires a yes or no response, which is standardized. If a student is registered for Women’s Pole Vaulting for the 2018-2019 year, all you have to filter for is Women’s Pole Vaulting = “Yes” and you’ll have your list.
If you already know you’re building a very large form, with lots of options, try sketching out the order of fields in advance so you’re prepared. Just a general idea is perfect! Don’t worry, your form isn’t set in stone, we'll be showing you how to revise along the way.