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Advanced Custom Forms
By Stephanie Kaack & Tom Steele Manteno Community School District No. 5
Examples of Custom Forms
• Student• Online Registration• Orders of Protection• Software Logins
• HR• Emergency Contacts• Skylert Notification Numbers• Professional Development Tracking• Tenure Status
• Finance• Vendor Extra Information
• Advanced Custom Forms• WYSIWYG• Preferred method
• Custom Screens• Used for internal display• Quick way to build an entry form• Good way to prototype
• Custom HTML Forms• Provides most control• Most difficult to build• Requires external HTML editor
• Options are pretty much the same for Student, HR and Vendor
3 Types of Custom Forms
Single form perstudent
Exp and All Collapse All Modif'{ Details. (displaying S' of 5) View Print ab le Details.
... C u s t o m F i e l d s
Read Only .Req uired I n i tia l
03302012"1
AddFi
l..abe l
p
Docto rs-Diagnosis
Form r! :eion
G as·s,es-Contflcis
He s lt hConoems
Hee hSupport
YesHealth Concern
Med"JCaid EiigTllle
'1. ied il:aidNo MIL-
Deploy
'1. ii- Fam ily
Ml L Deploy Txt
M Family xt
NMFA statement
Ye!:e
Yes
Yes
Yes
Yes
Edit
Edit
Eart
Edit
Edit
Eart
Edit
Edit
Edit
Edit
Edit
Edit
Edit
&Srt
Edit
Edit
Edit
Edit
Delete
Delete
De lete
Delete
De1ete
Delete
Delete
Delete
De te
Delete
Delete
Delete
Delete
Delete
Delete
Delete
Delete
Delete
PaperReportCards
SlgnatureDate
Signaturettame
Vi!l1 ingFieldT ' p
Data Type
Logic:al
Character
Character
Lo·gcal
L I
Character
xt Read Only extLogic:
Character
Logical
Log ·c:al
Read Only iexl
Read Clnly ext
Read Only extLog'
Date
Character
Log "cal
" F Id Informetion
\,le\\, Field Informafon
'\Ae\\• Field lnformetJOn
Ue.v Field Information
,, Fiek:l Inf::irmation
'\Ae.v Field Informetion
\.lew Field lnfmmrrtbn
,,.. Field Inf,orm rrti::;n
" F Id Inf ormati on
"' Field Infmrnafion
'ihe)v Field lnformetJOn
" Field lnformati::;n
'\Ae\v Field Information
'oJa\• Field Informati::;n
\.le\vF Id lnf ormrrtirm
"F Id Informat i on
'v!Bv Field Information
\oleo,,Field Information
.. Sky.Nard F i e l d s, to Use Select Fie s
l..abe J Data Type Can be Modified? Read On ly Requ ire d
Edit Delete other ID Char N o 1',Li'A WA
Edit Delete Guard"IB s Name Char No l\ll'A l\lt'A
Edit Delete student Key Char No tit'A J\ltA
Edit Delete student's Name Char No NIA !\VA
• A d v a n c e d C u s t o m F o r m s AddAdv1:1noed Form
F o r m Niame Secured Backup Options BrOW9Bi'Tab Di5ip lay Order
Edit De..'ete 16-Gen Reg Form advanced D Save Current Versi on as 81:1clrnp Modify Dis-play der
• Cu s,t om Screens Add Screen
Edit
Sc:reen !\fame
'16-General Registration C'luestions
Screen ID
66
Fields
Doctors- Diagnosiis, Form \e rs ion , Glasses-Co.ntac:ts, Guardia n' s Name,
Hea h Concems, ealt:hSupport, Health Concern Txt, '1.'ledicaidEljgi
Medioaid llkl, MILaDe p'loy, '1. Family, MIL Depkry xt, M Family xl, NMFA statement,
PaperRe portCards, SignatureDate, S.ignaturetiame, stude s Name
Seel.Ired Screen
D
"' C u s t o m HTML F o r m s A d d F o r m
Edit Delete
Form Ntame
16 Gen Reg ML
Secured HfTMI..
No
● WYSIWYG editor automatically generates HTML code● Select fields from table or custom form using “Fields” menu● Use JavaScript to enter custom scripting. Can be used for validation, formatting, etc.● Enter custom HTML source by clicking the Source button● Secure the form by checking Secure Form and setting the appropriate Security Groups
Building a Form using Advanced Forms
?'Advanced Custom Form Maintenance
System:b 1stomStudent Name: Jl 6-Gen Reg Fonn advanced
0 Secure Form Set Sec ity Group s I § ave Jl S _1!ve & Close
11
erint JI Back ILayout Table Fields JavaScript
Page Layout: Portrait
l;::·:-
t_.a.:::::..:::::::.:.:::.::::::=::.::::::.T:=::x:: ]
_
_l ' lCT) lill B I _y_ 5- I X 2 x 2]r__;::::.::=::::==I J+[:==_ :.J.[._-- '·' _I ::'.::_=-- - -- -- - · [ .!.• Fl· lr._.._.
I ] l_l!._l __.._._ O_•_.,.;_:-· I I limes N... ,. I [__1_2 ... 1, Line ei... • ] I__ F_orm_ a_t ... J [ !m Source J
·:.···--·-·.·--·-·.·- ,' .. ,' ... ,'. , , ' . . ' . , , ' . , ..' . . .'.' .
/ I.I , 1\ l.llteuoLogo.•• :.I
1\1 auteuo School Distrk t
I
General Registration Form
III I
I
, ... -.' 'P
,fffl e tm.rnm t11e follow mgques.tiD:ns w w1 1egardro the smdemlrsted @ o w1. 1711 mformo,l():n must be compkmdfo1 each stJld.e.nt
_f.ediraid.
D Check· s tu d ent is e»ie:iNe for 1\, edi:::aid l.:nmeflts 1\, edicaid _1@ber:
Milita.1.-Fam ih·
Tue Hlm-0.iis Chapt.er o the-_ation.al I\. :iiitr.ay Fainii!y As_s;oc:i:rtion in H!i:no.is imrl the Illinois-_at.io n.a]Guard rr1n onoemed with the we.Il-beiing o chii!rlren o" depfoyed
mil!it[ll}· perno llllel who aoe presmres <ind n :,y, requue special attenti'On by school sb ·-
D This chiiM has .im: medii:rte fau ily members (p, llf enb , sibiing s. o r a gmr,d.ian) ,c:urreutly .serr ing in any branch f themil.ifarv
This Sen-ice l\, ,ember is cun ently depfD) ,ed or has reoentl'y returned from a depfojll:tentoveneas...D I 1SK·Ycl'lARD' ©n
● Simplest way to build a custom form● Good for prototyping● Click “Add” to add a field, “Remove” to remove it● Field can be dragged around on screen to position● Form can be secured
Building a Form using Custom Screens
sfr Custo m Scree ns - PS\WS\S1\ CF\CF - 7932 - 05.17.02.00.03
Custom Screens
D X
?
Screen Setu,p
Form: Icustom student.general registration questicns 2016
Name: !16 -General Registration Questions
YID Secure Screen [1] r Set Security Groups I
Screen Size: • DefauIt
Pixels: HBO x
Small Large
6(l ( l
Custom
When Resizing: • Relocate all fields t oscale Only relocate fields that would be off the screen
a v e
ack
ElMaintenanoe:
Skyward Fields
IM,',I • 1 1 1 1 1 ·
Alert nformatio1
17:y
w..
_:,t.ml) IA<fd
Qty/St/Zip y N M d
Oitical Alert foformat ion y N Add
Denfat y N Add
Dis.tril>ute for Dis.trict y N Add
l•I
Form F-ields
IF ield ! RO
1(0 ijJ m i ! ) IDoctors.-Diagnos.is. N N Remove
FormVers.io11 N N Remove
·Gia s..s.e s. Ctm tacts N N Remove
Healt h Concern Txt N N Remove
HealthConcerrn; N N Remove
D
Student'sName: FormVersion:
die Illinois Natiooil Guaiil an! mnained tliewel-
- - - - - -
When printing this form, if the text entered in this field does not fit, the text will ove1flow below it. You may want to leave extra room to account for
● Most complex and difficult way a building a custom form● Use when additional validation or control of the form is needed● Can be secured● Built using 3rd party tool (kompozer.net is a good one)● Must include ALL fields on the custom form, even if they are not used
○ Use HTML code <input_id=”field_name” type=”hidden”> for fields not used● Encapsulate display only fields with “##”
○ Student Name: ##s_StuFullName##● Entry fields use input id
○ Medicaid Number: <input id="MedicaidNo" type="text">● Add Form from Custom HTML Forms
Building a Form using Custom HTML
f'fi H TML Form Maintenance - PS\WS\S T\ CF\CF- 7982 - 05.17.02.00.03,
HTML Fonn Maintenance
Custom ITTML Form
D X
?
ave
_!!ack
· I-
Custom Form: I General Re gi str at io n Ques t i ons 2016
HTML For m: 16 Gen Reg HITML
Version: :::::=======:::;r=* Effective Date: !03/17/ 2016 I Thursday
J [HrrML Template: \!lw 1 Attache d File Remove Attacl'le,dFile
Cl Secure HTML Form Set Sec rity Groups
Print Orientation : t• Portrait Landscape
Asterisk (*) denote s a required field
SKY·l'lAcRD' 1 ©n
● Select the form you wish to clone and click Clone● The form information will be displayed on top and the clone information on bottom● Edit the information for the cloned form in the New Form section
○ Change the form name and, if appropriate, Form Type○ Choose which of the screens you wish to clone - you can pick and choose
● Click the Clone Form button
Cloning Custom Forms
Clone Form
Form To Clone- - -
System: ( st o:m St dent
For m Name: te.stl
Form Type: Single form per student Multiple forms per student
Advanced Custom Forms: No Advance d Cu stom FormsExist
Custom 'Sc reens: No Custom Screens Exist
Custom HTML Form,s: No Custom HTML Forms Exist
N'ew Form
Form Type: • Single form per student Multiple forms per student
Advanced Custom Forms: No Advance d Custom FormsExtst
Custom Screens: No Custom Screens Exist
Custom HTML Form,s: No Custom HTML Forms Exist
I lorie Form J
Back J
SK·Ycl'lARD' 1 ©n
Importing data into custom form from a file
Custom Profile Forms
Views: i Ge e _r a .., I Filt ers: I 1 ) Sim i AL c
Custom Profile Form Name ..... # of Fields # of Sc:reen;s # of HTML Forms Form Type
• Custom Fie d's Ad'd,Field!
Edit
E<lit
Edit
Delete
Delete
Delete
La b el
Conference Title
Date
Prof Dev Hours
Data Type
Character
Date
Decimal
# of Advanood
Reaa Onliy Required
Y,es
Y,es
l'nirUal
1.(}0
Viei.11 F ieJdl l:nformation
Viei.11 Field Informatlori
V I Fie111lnfarmatiori
• Skywardl Ftefdls to Use Select Fiekts
Edit Delete
Label
Employee Name
DataType Can be Modif ied? Requ ired
Su itc l
System
...,ti
<lit
Delete
Inactivate
,£lone
Yiew Forrns J
l ! m, ort Data J
f!!ack )
• Advance diCustom Forms Addi Advanced Form
No Advanced Custom F,oirms Exist
• Custom Sc, reens Add Screen
Screen Name
.. Edit Delete
• Custom HTMLForms
● HR Custom Form - Professional Development
HR/Employee Access Example
● View from Employee Access (read only-we don’t allow staff to enter their own PD)
● Employees can print their PD or export to Excel
D X{tr C1.J&fo m Student Fo rms - PS\ WS\ SI\ CF\CIF - 7982 - 05.17.02.00.02 - Google Clirome
A No s.ec,ure I b,itp's:/ /s kys.crarn. u m eno 5.org /scrip ts/ wsisa.dl l/W Service =wsSky Trn/qqud fb M s002.w
Custom Student Forms
Collapse All M.o dify Detail s (displayin g 5 of 5) f;dit
• CUistonn F-e fd'.s Ad'cf FieldDelete
Ed.it
Ed.it
Ed.it
Edit
E<frt
Delete
Dedete
Delete
Delete
Delete
Labell
Airns'L'Je:b ID
IXL Usemame
Pearso11 SN Pa.ss,, mrd
P.earsonSN Usemame
Scholastic Usern.ame
Data Type
Character
Character
Character
Character
Character
Read Only Req11r1i ed
• Skyward Felds to Use Select Fields
E<frt Delete
La:bell
other ID
Datairyi,e
Cltar
Can be Modiffed?
• AdrVanced!Custom Forms Add A<fva nc.ed Form
No Advanood CustomForms Exist
• CUistom Screens Add Screen
R,ead Only
Init ial!
Vie, \ Field In:formation
Vieu Field! I11:f ormation
View F'ield I11:formafion
.. Edit
Screen Na:me
Delete Software Logins
• CUistom HTML Forms AddForm
No C1.1stom HTML fom,s Exist
Screen IU
711
Fields
Airnsweo ID, IXL Username, other ID, Pearso11 SN Passw ord, Pearson SN
Username, Scholastic Username
Seemed Screen
Y,es
Inactivate
.§.lone
[ }[iew F·orrnsI
l ! mpo rt Data J
SK·Ycl'lARD' 1 ©n
● Highlight the form you wish to import data● Click the Import Data button● Add New Sheet● Choose the CSV or XML file you wish to use - file MUST be one of these formats● Clean up data - remove header line (optional step)● Click Extract Data From Sheet
○ Choose a field to use as a cross-reference key○ Select which System will be used○ Select which Table (Custom Form) will be used○ Match the correct field with the Entry number (not all fields need to be used)○ Click Extract Selected Data From File
Importing data into custom form from a file
Data Mining Custom Forms
Data Mining Custom Forms
● Can make available to Family/Student Access○ Report Directory must be turned on in the Family Access Entity Configuration○ Report will only show the particular student (not all students on the report)
Data Mining Custom Forms
● Family/Student Access○ Report Directory (Portfolio)
Data Mining Custom Forms