School administrators
Prepare custom content
Custom pages & formsPurpose · Collect information
Create Form
Create form
Form submission
Review responses
School-defined information request
Preparation · Create formSample school record
- 01 · PreparationCreate form
- 02 · Entry pointForm submission
- 03 · Next taskReview responses
What does the school need someone to submit?
The school prepares a form for its information request, then uses the form-submission entry point to receive responses.
01Create Form
School information form
Prepare a school form for the information your team needs. The overview confirms the form workflow; specific field types and conditional logic should be checked in a demo.
- Preparation — Create form
- Entry point — Form submission
- Next task — Review responses
For school administrators
A form and a defined entry point for its submissions.
Custom pages & formsPurpose · Collect information
Create Form
Create form
Form submission
Review responses
School-defined information request
Preparation · Create formSample school record
02Form Submission
School information form
Keep the response-entry step separate from form preparation. Submitted information belongs to the school’s collection and review workflow.
- Preparation — Create form
- Entry point — Form submission
- Next task — Review responses
For school administrators
A form and a defined entry point for its submissions.
Custom pages & formsPurpose · Collect information
Form Submission
Create form
Form submission
Review responses
School-defined information request
Preparation · Create formSample school record
Connected school responsibilities
A school question. A form. A useful response.
Keep published content, form submissions and results connected to the team responsible for reviewing them.
Process owners
Collect form submissions
Reviewing teams
Review the results
Before your school gets startedA clearer workflow.
A clearer workflow.
A considered next step.
What does create form cover?
Define a school form within the documented form workflow. Its documented capabilities include Create Form, Form Submission.
Who benefits from this workflow?
School administrators, Process owners, Reviewing teams. A form and a defined entry point for its submissions.
What should we confirm in a demo?
Review supported screens, configuration and current availability with your school’s responsible team. Advanced field types, conditional logic and integrations are not specified in the overview; confirm the supported form options in your demo.
See this workflow with your school in mind.
Review the relevant records, configuration and current scope with our team.