Managing Fields on Form Templates

The Form Templates are at the heart of EdSmart. You can have as many templates as you like, and completely customise the fields on the Form to your requirements. This article describes the many field variations and options available to you.

There are eight types of fields available:

Human Body - a human body outline, front and back views.
Long Description - a mini word processor where you can style the font, size and colour of the text, or just paste it in from another document.
Text Field - a single line text field.
CheckBox List - a group of one or more checkboxes, where the user can select one or more of the options. You can have as many options as you wish.
Option List - a drop down list of one or more options, where the user can select one option. Like the checkboxes, you can have as many options as you like.
Read Only Text Block - a large formatted text field that will display as read-only text to users, great for explanatory text, notes, instructions and other information.
Date Field - select a date from a calendar (day, month and year).
Venue Address - these work just like a normal Text Field but, if you enter a valid address, a Google Map will be created and displayed in the Form

School Fields

Fields available (number available)

Human Body (x1)
Long Description (x12)
Text Field (x58)
CheckBox List (x30)
Option List (x36)
Read Only Text Block (x25)
Date Field (x10)
Venue Address (x6)

When you edit a field you will find a number of options:

Field Name

The label that will be displayed for this field on the Form

Field Group

You can group fields into sections, and lock/unlock those fields as the Form moves through the Workflow.

Field Required?

Is the user required to enter a value in this field? This applies to both School and Parent/Student fields.

Read Only?

Is this a Read Only field? This means the actual field will not be displayed, and instead, the Field Name text will display read-only. It's a great way to display a piece of text amongst the fields on your Form. Read Only Text Blocks are read-only by default.

Default Value

If you are working with a Text Field you can enter a line of text that will be pre-filled to that field when the user opens the Form. For Option Lists and Checkbox Lists, you can select the option(s) you wish to be selected by default when the user opens the Form.

Parent/Student Fields

General Fields available (number available)

Long Description (x8)
Text Field (x47)
CheckBox List (x16)
Option List (x66)
Read Only Text Block (x15)
Date Field (x10)

Parent/Student fields are very similar to School fields, but you have an additional option for Default values.

The Default has two choices:

1. Enter value

This is the same as for School fields, you can either enter or select the default value.

2. Use last value entered by parent

In this case, if a Parent has filled out this Form once before, and is now completing a new one, the values they entered last time will be pre-filled by default. This is obviously a huge time saver if the Parent does not need to re-type all the responses, but instead simply checks over the information and makes any necessary changes.