Building a Slip Template in EdSmart

EdSmart uses templates as the basis of all slips that you send.

Hints before building a Slip template:

• It is always better to try and build a more generic template than one that is very specific to an activity - where possible.
• Avoid using specific dates in a template - it limits when you can use it. Put the date in when you create a slip.
• It is better to create a blank field in the school's activity section - this means not filling in the details of the activity or a specific date. This limits its use. It is better to put these details in when you create the specific slip to be sent out.

Section 1 - Creating a Form Template

Section 2 - Design a Form Template

Section 3 - Add Approval Workflow to a Form Template

More articles in this category:

• Send a School Form to Staff
• Building a Slip Template in EdSmart
• Creating a Form Template
• Designing a Form Template
• Improvements to Form Designer
• Adding an Approval Workflow to a Form Template
• Managing Fields on Form Templates
• Lock and Unlock Fields on Form Workflows
• Managing your Form Template Workflows
• Conditional Workflows
• Allow parents to create multiple forms of the same type
• Form Template Categories - how to create and edit
• Parent Initiated Form (PIF) - Form Template Packets
• Form Template Library
• Duplicate a Form Template
• Process Module
• School Form for Student and Parent Response
• Workflow scenarios for School Form for Student with Parent Response
• Field Configurations in Template Designer
• Validate Feature to enter and capture correct data
• Add a Web Page Link in a Long Description Field
• Parent Slip File Uploads
• Create Slips from the Form Templates page
• How To Create a Form With a Notification That Is Sent To The Form Creator On Behalf Of The User.
• Assign User Groups to Workflow Steps
• Streamlining Template Creation with Default Approval Workflows