Form

Capture information from students, staff or parents. Display the data collected as a report and export it to Excel.

1.  Choose the Form template

Choose the Form template from the More templates option.

2.  Set the title for your form
3.  Choose Question from the editor toolbar
4.  Choose a question type

Choose the type of question you would like to add from the list on the left.

  • Multiple choice questions allow you to define a selection of possible choices
  • Text (line) questions are answered with a small box that allows an answer of a few words
  • Text (paragraph) questions offer a large box into which a lot of text can be entered
  • Tick box questions require the user to check or uncheck a box
  • Date questions offer the user a pop-up calendar from which to choose a date
  • Number questions are useful if a numerical value is required
  • File upload gives the user an opportunity to upload a file from their device, Office 365 or Google Drive.
5.  Set the visibility

Some questions can be made to appear depending on earlier answers. This helps keeps the form uncluttered when there are some questions that are only relevant dependant on certain answers.

  1. Add the question upon which others are dependent in multiple choice form. 
  2. Add a second question which is dependent upon the first. 
  3. Use the drop-down menu beneath Visible to determine which option in the first question makes the second visible. 
  4. Choose Done and the question will be added to the page, but only visible to users who select the relevant answer in the first question.
6.  Choose display report to view previous submissions
7.  Export to Excel

The submitted information can be exported to Excel. Choose Export to Excel from the bottom of the report.

You can set forms as tasks from the dashboard too.