Online Form Builder Overview

The Online Form Builder can be used to develop and publish the following types of forms:

1) Application: parents can submit an application for a placement for their child. This information feeds into the Process Online Applications/Enquiries Import for processing and then it can be vetted by the enrolments team before being transfering into Future Students. The Applications form exposes many data fields that can be mapped through to future students, future student contacts and the community tables. They can also have an enrolment deposit linked and paid for via the payment gateway, documents attached and multiple contacts submitted eg. for split families. This form is most commonly used.

2) Enquiry: prospective parents can submit an enquiry with request for school tour or prospectus. This information also feeds into the Process Online Applications/Enquiries Import area but after vetting by the enrolments team the data is then transferred into the Enquiry Students module of Synergetic. The Enquiry form exposes many of the data fields from the underlying Enquiry Students and Enquiry Student Contacts tables. This is the second most common form type used.

3) Public Contact Details: there is a built in template Update Your Details to create a Public Contact Details Form that uses this form type and provides hooks into the Action Center to process name/address and several other data field updates, normally used for alumni or other people to re-connect with the school. See Creating a public contact details form for how to create the form from scratch.

3) Basic: custom user tables or a user stored procedure can be built to allow a custom form to be developed. Whilst allowing a flexible approach, depending on the requirements this form type may require significant development work for T-SQL stored procedures, tables and user form to view and process the data. This form type is not commonly used at this stage however please contact Synergetic to discuss your requirements.

To create an Application, Enquiry or Update Your Details form it is best to start with a template and the following templates are available:

Click the elipsis, then select Create form using template.

Otherwise to create a new form from scratch, the following options are available:

You can use the Online form builder to build forms with features including:

• address validation fields
• text fields
• drop-down lists
• checkboxes
• HTML headings and text
• buttons.

If this is your first time using the Online form builder you can:

• Learn how to get started with the Online form builder. See Getting started with the Online form builder.
• Learn how to make a form by creating a public contact details form. See Creating a public details contact form.

Briefly, when developing a form:

• manually refresh all drop-down lists; due to the fact that values in the drop-down lists are not what are available in your organisation's lookup tables
• add additional fields and remove unwanted fields
• set payment options
• reattach the event to the Submit button.

Tip: First configure and get started with the Online application portal. See Online application portal.

How to:

• Build a form. See Building forms.
• Maintain forms. See Maintaining forms.
• Maintain form builder settings. See Maintaining form builder settings.

What you can do