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Create a New Form in ePortfolio

Updated by Shivang Shah

Overview

Smart Forms are your all-in-one tool to create dynamic and interactive forms while simplifying data collection and reporting!

Who Can Use This?

Only Master Admins can create Smart Forms.

How to Create a Smart Form

  1. Go to the Admin Section
  • Click the Admin tab from the grey navigation bar.
  • Select the Forms tab and click Create New Form.
  1. Choose a Starting Point
  • Create a form from scratch or use a template.
Review and Enrollment forms must be classified properly for accurate reporting.
Bespoke form types, will display in the drop-down
All templates can be fully edited meet bespoke requirements.
  1. Add Fields
  • Drag and drop fields to your desired location in the form.
  • For headers and footers, drag fields specifically into the header or footer sections.

  1. Available Field Types
  • Text Box: Single-line or multiline for typing.
  • Pick List/Check Box/Radio Buttons: Selectable options.
  • File Upload: Attach documents.
  • Label: Add text to display on the form.
  • Signature Check Box: Users sign by entering their username and password.
  • Page Break: Use for clean page separation, especially for PDF exports.
  • Multiple Choice: Includes self-marking options.
  • Image: Insert JPG files.
  • Hyperlink: Link to external websites.
  • Signature Pad: For non-users to sign.
  1. Pre-Set Fields
  • Automatically pull data (e.g., Learner, Assessor, Employer details) from the system.
  1. Adding a field will swap the field to settings tab.

  1. Customizing Fields
  • Field Label: Displays above the field.
  • Size: Adjust field height and width.
  • Location: Drag to reposition.
  • Max Characters: Limit user input.
  • Mandatory: Ensure fields are completed before form submission.
  • Predefined Value: Show system-recorded data.
  • User Instructions: Display guidance as a tooltip.
  • Tab Order: Set navigation order for users.
  • Device Order: Assign display order for offline use.
  1. Editing Fields
  • Use the plus (+) to duplicate a field or the minus (-) to delete one.
  1. Saving and Setting Form Options

Name: Enter a form name.

Description: Provide a brief overview.

Offline/Online: Enable the form for app use.

Location: Define where the form is accessible.

Access Rights: Restrict access by role if needed.

Completion Permissions: Decide who can complete the form.

Request Signature: Send email requests for signatures.

Completion Emails: Automatically send emails when the form is completed.

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