Create & Manage Forms

What are forms?

Forms can be used to collect additional information from users during processes such as sign up and buying courses, or like log books and safety checks.
Forms consist of sections and fields, with several different field types available.

If a Selection field is added to a form any subsequent sections and fields can be set to be dependent on one of the selection options. For example, for the question "Do you have an existing medical condition - yes or no" a field to gather more information can be dependent on the Yes option being selected.

Form Settings

Allow users to make multiple submissions for this form
By default a user will only be able to make one submission per form. This setting enables more than one submission to be created for the form.

Submission target number
This optional setting displays to the user how many submissions they have made for the form vs the target number.

This form can be marked as "Approved" by administrators
Turning this setting on will make approval tools available to administrators when viewing submissions or reports for this form.

Allow learners to request approval
This setting will show a button on a learner's assigned form to request approval. It will send an email to the selected administrator, if the form has an Administrator Selection field.

Notify user (via email) when Approval status changes
Send an email to the learner when an administrator changes their submission status.

Form is read only after approval
Prevent the user from changing their form submission after an administrator has set its approval status.