What is covered in this article?
- Overview
- How Can I Customize a Form?
- Adding & Removing Steppers
- Adding & Removing Fields
- Adding & Removing Fields Adding or Removing Standard fields
- Adding a custom field
- Modifying Field Options
- Reordering fields on a form
- Custom Payment Options
- Form Settings & Email Flow
Overview
This article is about how forms can be modified in Apply. See this article if you want to modify the classic forms, including event registration, information request or the general enquiry form.
Customizing your forms is easy and can be done at any time by School Admins. While some form fields, steppers or sections may not be removed (e.g. the need to collect a valid email address), most fields, labels and descriptions can all be modified to suit the your school’s specific requirements, writing conventions and style guide.
How Can I Customize a Form?
Forms can be modified in the following ways:
- Adding & removing steppers
- Adding & removing fields
- Modifying field options
- Reordering fields on form
| Note: You can duplicate an existing form its fields, labels and settings and use it for another purpose. You can learn more about duplicating forms by reading this article |
Adding & Removing Steppers
School Admins can toggle the visibility of the following Steppers in the form editor:
- Documents
- Conditions
- Signature
- Payment
This means you can have a form with two steppers - Students and Parents/Guardians, allowing forms to be as simple or detailed as you would like. Learn more about Stepper by reading this article
| Note:The ‘Student’ and ‘Parent/Guardian’ steppers cannot be turned off. |
To hide or show a stepper in its entirety
- Go to Admin > Forms and locate the specific form
- Click the pencil or form name to edit
- Click Manage Fields on the right hand side to open up the stepper panel
- Click the EYE icon next to the relevant stepper to turn it on or off
- After you have made any changes you must save and publish your form for your changes to become live
Adding & Removing Fields
Each form can include any of the standard fields or you can create your own custom fields with a variety of data entry options such as radio buttons, check boxes, drop down menus etc.
Adding or Removing Standard fields
Follow these instructions to add or remove a field on a form.
- Go to Admin > Forms and locate the specific form
- Click the pencil or form name to edit
- Click Manage Fields on the right hand side to open up the stepper panel
- Locate the relevant stepper, section and field in question
- Click the EYE icon next to the relevant field to turn it on or off
Adding a custom field
If you need to add a question that is not one of the standard fields on your form you can do this by adding a custom field.
Read this article to add a custom field to your form.
Modifying Field Options
A variety of field options can be updated including:
- Editing field labels and descriptions
- Selecting mandatory or optional field requirements
- Choosing default values to appear in dropdown list fields
- Selecting minimum and maximum multiple choice field limits
Reordering fields on a form
Fields can easily be reordered in any section on a stepper by editing the form and just dragging the field to its new location. Please see this article on how to reorder fields.
Custom Payment Options
Apply allows a school to select between two methods of accepting application fees. A Pay Now option, which requires families to submit payment online during the application process via use of a Payment Gateway, or alternatively, a Pay Later option, which allows applications to be submitted unpaid, allowing families to make their payment via another chosen method as indicated by the School (E.g. Cash, Bank Transfer etc).
In addition to payment methods, all application fee amounts can be different for each form. You also have the ability to specify the currency format as well. Read this article to learn more about Pay Now versus pay Later.
Form Settings & Email Flow
A range of form settings can be set including the updating of student statuses upon submission etc. along with your preferred email flow setup and the welcome text you would like to appear once a user has decided to start the application process.
You can find out more about form settings by reading this article and Form Emails in this article.