Enrolment Form Toolbox - Intermediate Editing

The Toolbox in your Custom Enrolment Form Designer will allow you to create new fields and questions for Parents/Guardians to complete, in a format best suited to your service.


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Toolbox Overview
You can add additional fields to the enrolment form by using the Toolbox located on the left hand side of the form.

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Selecting any one of these options will create a new field on the form. Drag the option from the toolbox into the form where needed.

Single input

A one line text box for the family to type in.

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Checkbox

Auto-populates a 3 item list with checkboxes. Multiple boxes can be ticked.

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Radiogroup Presents multiple options. Only one option can be selected.
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Dropdown

A one line field with multiple possible selections in a dropdown view.

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Comment A text box for the Parent/Guardian to provide larger amounts of information.
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Boolean

A true/false indicator which when toggled, will switch between two options.
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HTML Multi-purpose and heavily customisable. Allows you to copy and paste text into a read-only format, as well as linking to websites or to additional forms and add logos and images. We recommend using this interactive guide if you need assistance with building HTML elements. 

Multiple Text Similar to Single Input, but allows 2 or more lines of text boxes.
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Matrix

A matrix of radio buttons. 

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Single Input

In its most basic form, a Single Input can be used to request a short, open-ended answer from a Parent/Guardian.
Common questions for single input fields include "Child Name", "Child DOB", "Child CRN" etc.

Input Types

Clicking on the pencil edit button of a Single Input question will provide several options for formatting the Parent/Guardian's response. This allows for consistent data across families in the Custom Enrolment Report. For example, specifying the input type "date" will present the parent/guardian with a calendar, or force the format of the date to be dd/mm/yyyy.

Click on "Input Type" for a range of options.

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In addition, you will be able to specify a place holder in the single input. 

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Checkbox

A checkbox allows Parents/Guardians to select multiple items from a list.
Common prompts for checkboxes include days of care required, item lists, allergy selection and immunisations.

Adding Choices

Clicking on the Pencil edit button of a checkbox will present a dropdown for "Choices", with two tabs; Form Entry and Fast Entry.

In Form Entry, Value refers to the answer as it will appear in the Custom Enrolment Report. Text indicates the options the families will see.

To add further options, click 'Add New' and to remove options, click the orange 'X'.
If you have already entered the choices, you can adjust their placement by clicking on the 6 orange dots next to the choice, and dragging up/down (you can also adjust choices to be ascending/descending or random under the dropdown "Select choices order").

 

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The Fast Entry tab in the Choices dropdown will allow you to quickly type out your choice Values in a single text box, without clicking in to each field under "Text" in the Form Entry tab.

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Further Options

In addition to your choices, you can also offer an option to 'Select All', 'Select None/Not Applicable' (shown here as "Has none item") or offer an 'Other' choice.

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The 'Other' option, when ticked, will open up a field similar to a Single Input, wherein parents/guardians can type a custom option.

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Radiogroup
Similar to our checkbox option, a Radiogroup allows the Parent/Guardian to select from several choices, however in this instance, they will only be able to select one option.

Adding Choices

Adding options in Radiogroup is a similar process to Checkboxes, with a couple of small differences.
Instead of a 'Select All' button, you can add a "Show clear button", should the Parent/Guardian accidentally select an option without meaning to.

The ability to add an 'Other' option, similar to Checkboxes above, is also available.

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Dropdown
The Dropdown feature will present Parents/Guardians with a number of choices in a clickable dropdown menu.
Like Checkbox and Radiogroups, you will be able to create choices, however for numerical values, there is an option to select a minimum and a maximum value for automatically generated items.
For example, if you were to create a Dropdown field to query how many days' care a child needs per week, and your service has a minimum attendance of 2 days, with the maximum being 5 days, you would specify these numbers in the boxes below:
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Note: The difference between auto generated items indicates the incremental values by which the choices are separated (eg/ 2 = 1, 3, 5, 7 or 3 = 1, 4, 7, 10).
Comment
A Comment field, whilst similar to Single Input, allows Parents/Guardians to type a longer response.
This is useful when you're looking for detailed information about a child, such as their routines.
This field can be edited in the same way as Single Input (see above), however, the default Input type is Text, and cannot be changed.

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Boolean
The Boolean field provides a True/False button for the Parent/Guardian to toggle.
Booleans can be useful for questions that require a distinction between two options in some form, for example: "Has your child attended care previously?" or "Which item would your child prefer?".

Specifying Options


To edit a Boolean, type in the Label, which will become the Title of the question (Parent/Guardian facing). Type in your two options in "Label True" and "Label False".
There is also the option to hide the label if required.

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HTML
The HTML field is incredibly versatile and will allow you to create headings, long descriptions, insert pictures/logos etc.
After clicking the edit button, you will be able to type or paste in your HTML code/s.
There are many resources available to learn basic HTML coding, but if you're looking for something in particular, please visit our Enrolment Form FAQ section, as we have some commonly requested codes available to copy and paste into your form.

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Multiple Text
A Multiple Text field allows you to create a question with multiple boxes for Parents/Guardians to type an answer. This type of field may be used when collecting information about a particular topic, for example, a child's favourites (eg/ Toy, food, book etc).


Inputting Categories

After entering the name and title of the question/category, you will be able to prompt responses from the Parent/Guardian by editing the individual items.

As with names and titles for all other fields, the name of the item is what will be displayed in the Custom Enrolment Form Report, and the Title is what will be displayed to the Parent/Guardian.
In the context of Multiple Text, it may be helpful to specify the category of information you are collecting in the Name section (eg/ Favourites, family member information, etc).

Enter your fields under the Items dropdown, and specify if responses are required for each by ticking "Is Required?".
Clicking "Add New" will allow you to enter further fields as needed.

 


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Matrix
The Matrix option offers the ability to create a rating scale across several fields/options.
The most common form of a Matrix we see is in surveys, in which we are asked to rate a statement on a scale of Strongly Disagree to Strongly Agree.

Configuring Columns

The default number of columns is 3, but this can be adjusted to suit your question by clicking on the 'Columns' drop down in the edit box.
The Value is what will appear in your Custom Enrolment Form Report, and the Text will be what the Parent/Guardian sees.
To add further options, click 'Add New', and to shift the columns left or right, click and drag the 6 orange dots next to the field (it may be helpful to keep the column numbers listed in the Value box until you have finalised your placement).

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Configuring Rows

As with the columns, the default number of rows can be changed by selecting 'Add New'.
Row placement can be adjusted using the 6 orange dots next to the field, however, clicking on the 'Rows Order' dropdown will allow you to select a random placement if needed.


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Configuring Cells

In addition to the dot selection icons in the matrix, you can also opt to name the cells individually.
In the edit box, click the Cells dropdown and type in your choices for each row and corresponding column.


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This will appear as below (with your choice of wording) and as with dot selection icons, only one cell per row can be selected:



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