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:
- 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
- Send a School Form to Staff
- 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