As a school staff, you can create and manage any internal forms for school staff such as leave applications, function requests, and booking forms.
To do this:
- On your Schoolbox homepage, go to the Paperly component.
- Then, select Forms.
- Next, select Allow to share your identity with Paperly SchoolBox Test Environment.
This opens the Forms page.
- Next, select Add New Form to create a new form.
This opens the Create New Form page.
- In Create New Form, fill out the fields:
- Form name - enter the name of the form you are creating.
- Description - add details about this form.
- Public link - select Yes or No.
Note - If you select Yes to set this as a public form, anyone with this link can complete it. If you select No, the link to this form will be available only to the user groups that you define. - User group - select who all can access this form:
- Current Staff
- Current Parent
- Current Student
Note - You can select more than one user group.
- Form Open - use the date and time picker to define the start date and time from when this form will be available.
- Form Closes - use the date and time picker to define the closing date and time till when this form will be available.
- Allow submission after form closure - select Yes or No.
Note - If you select Yes, users can submit the form even after the form closure date. - Accounts Code - enter the accounts code if there is a payment involved.
- Auto-publish after creation - select Yes or No to auto-publish this form soon after it is created.
- Form fields - you can add form fields.
Note - You can create Form conditions.
- When done, select Save.
This creates a custom form for you on the Forms page.
You’ve now created a custom form for your school using the Paperly component.
Note - On the Forms page, you can go to the Action column to preview, publish, or edit the form you created.