Managing Forms

Overview

This section provides a brief introduction to creating and editing forms within SchoolEngage. It includes a step-by-step guide to get started with basic form management.

Table of Contents

Preliminary Steps

Before you begin configuring forms, it's crucial to verify that you have the necessary administrative privileges. Ensure that your user account has been granted the appropriate permissions under Settings.FormManagement.

For a comprehensive understanding of the different types of permissions and how they apply to your role, refer to Permission definitions for roles.

Creating a Form

1. Navigate to Form Management:

   • Go to Settings > Form Management.

2. Initiate Form Creation:

   • Click the “Create” button, located near the top left corner of the page. This will open the form creation interface.

3. Complete Form Setup:

   • Complete all required fields in the form setup dialog.

4. Confirm and Close Setup:

   • After entering all necessary details, click “Ok” to confirm and close the setup dialog.

5. Design Your Form:

   • Build your form by adding fields, defining permissions, setting mappings, and configuring any additional settings.

6. Save Your Form:

   • Click the “Save” icon in the top right-hand corner of the page to save your progress.

Editing a Form

1. Access Form Management:

   • Navigate to Settings > Form Management.

2. Select the Form to Edit:

   • Find the form you want to modify and click the “Edit” button, which is marked with a pencil icon, next to the form's name.

3. Make Your Edits:

   • Adjust the form details as needed to suit your requirements.

4. Save Your Changes:

   • After making the necessary edits, click the “Save” icon in the top right-hand corner of the page to save your updates.

Deleting a Form

1. Access Form Management:

   • Navigate to Settings > Form Management.

2. Select the Form to Delete:

   • Find the form you want to modify and click the “Delete” button, which is marked with a trash can icon, on the right had side of the window.

3. Confirm the Deletion:

   • Click “Yes” to delete the form, once a form is deleted it cannot be recovered.

Archiving a Form

1. Access Form Management:

   • Navigate to Settings > Form Management.

2. Archive the Form:

   • Set the status of the form to “Archived” using the dropdown menu located on the right-hand side of the window. For detailed explanations of each form status, please refer to the section on Form Statuses.

Duplicating a Form

1. Access Form Management:

   • Navigate to Settings > Form Management.

2. Select the Form to Duplicate:

   • Locate the form you wish to duplicate. Click the “Duplicate” button, identified by a green copy icon, adjacent to the form's name.

3. Name the New Form:

   • Enter a name for the new form in the provided field and confirm by clicking “Duplicate”.

Form Alerts

On the form management page, you may frequently encounter alerts or icons that provide information about the form. Below is a list detailing each alert, its significance, and the corresponding icon displayed when active.

List of Alerts

Form Statuses

Changing a Form’s Status

1. Access Form Management:

   • Navigate to Settings > Form Management.

2. Select a Status:

   • Select the status using the dropdown menu located on the right-hand side of the window.

List of Available Statuses

Additional Topics