For Template Packets provide a way of creating a large and complex School Form by breaking it down into parts, each which is a Template in its own right, which is then associated with a parent Template.
When the Form is seen on screen, it is displayed as a series of tabs, where each tab represents a Form Template in the Packet.
Note: If you do not see the various options noted below, please contact support@edsmart.com and ask for the Form Template Packet feature to be enabled for your school account.
Create a Form Template Packet
A Packet consists of a Parent and any number of Children. To create the Parent template, Create a form template using the Parent Initiated Form for Student. Complete the required fields, then save the template. Once saved, click EDIT. Now you will see the Form Packet? field - select 'Yes' for the Form Packet option.
Next, edit the Form Templates you wish to be Children of this Packet, and allocate them to the Parent. Note, a Template can be the Child of more than one Parent.
When a Form is created from the Parent Template, it will be shown with a tabbed view. The first tab is the Parent Template, the others are the Children.
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