The ‘Apply Apply For/Start a New/Send a New’ New Dashboard widget provides quick links to apply for, start, or send a new form. The categories separate your forms into the appropriate action and group of forms, such as Professional Development Forms (Apply For), Risk Assessment Forms (Start a New), and Excursion Permission Slips (Send a New).
This widget is your school's most commonly used Templates. EdSmart Administrators, or Users with elevated Permissions that includes managing Templates, can use these categories to organise the most frequently used and other important Forms, Slips and Broadcasts Templates into the appropriate action section for easy access. Officially, the widget is known as the Get Started widget.
This Widget lives in the narrow Widget column. Usually that's located on the right-hand side of your dashboard, and directs you to your form/slip for creation once selectedDashboard, but it can also be below your wide Widget column if you are zoomed in or viewing your Dashboard on a narrow screen.
Adding a Template to the
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Widget
You can start off a template by going through Form Templates in the left menu and click on Add New.Then you can select the Template type you prefer.
You can refer link a Template to this Widget when you create the Template, or after it's been created by using the Edit Form button.
Refer to Creating a Form Template KB article to know learn more about how to create a Form Template.
You can To add a new/existing Template link to the Getting Started Widget, click on the dropdown menu in front of next to the Dashboard Allocation field and select in which widget where you want the Form Template you are creating should be allocatedTemplate link to appear.
Finally, click on Click Save Form (existing Template) or Add New Form (new Template) at the bottom of the page when you are done. When you visit the Dashboard and check the Getting Started Widget, the Template link will now be there.
Removing a Template from the
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Widget
You can remove the already added a Template from the ‘Apply For/Start a New/Send a New’ widget in 2 methods.
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link from this Widget two ways:
Option 1 - Archiving the Template:
- Go to Form Templates on the left menu and Search for the Template in the search bar.
- Check on the Template you want to Archive
3. Click on the Actions drop-down and select Move Selected to Archive Folder option
4. Now , the selected Template has been Archived. If you revisit the Dashboard and check on the ‘Apply For/Start a New/Send a New’ widget, the template the Getting Started Widget, the Template link will no longer be there.
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Option 2 - by removing the Dashboard Allocation:
- Go to Form Templates on the left menu and Search search for the Template in the search Search bar.
- Click on the Edit pencil icon in front of next to the Template
3. The Form Template details will be displayed. Click on the Edit Form button
4. Click on the drop-down in front of the next to Dashboard Allocation and select the --Not Allocated-- option.
5. Click Save Form at the bottom of the page when you are done. Now, if you revisit the Dashboard, your template Template will no longer be visible under that particular ‘Apply For/Start a New/Send a New’ widget
6. Finally, click on Add New Form at the bottom of the pagein the Widget.