Creating Forms in Orbund

1. Go to Setup & Customization > Customization > Forms.
2. Select New Form on the right navigation menu.
3. Fill out all fields below.
   • Title
   • Form For (choose all that apply)
     • Student
     • Instructor
     • Contact (third party vendor, parents, etc.)
     • Staff
   • Can View (choose all that apply)
     • Student
     • Instructor
     • Contact (third party vendor, parents, etc.)
     • Staff (always have this enabled)
   • Can Submit (choose all that apply)
     • Student
     • Instructor
     • Contact (third party vendor, parents, etc.)
     • Staff (always have this enabled)
   • Can Update (choose all that apply)
     • Student
     • Instructor
     • Contact (third party vendor, parents, etc.)
     • Staff (always have this enabled)
   • Can Assign Reviewer (choose all that apply)
     • Student
     • Instructor
     • Contact (third party vendor, parents, etc.)
     • Staff (always have this enabled)
4. Choose one column for an easier and better-looking form template. More than one column is not recommended.
5. Add sections and fields to create the form.
   • Adding a Section.
     
     • Section Title
     • Section Name (same as the section title, unless it is already taken by another section, then you could add an additional value to the end of the section name.)
     • Description (add instructions or notes for the section for the user to read.)
     • Separator (Separator places a line ABOVE the section, not BELOW it.)
     • Click Add.
     • You may add HTML codes to add a look and feel to your titles and descriptions. You can easily modify titles and paragraphs by using the websites and tips below and copy-paste the code into these fields.
       
       • <b>Title Text</b> - Bold Font
       • <i>Title Text</i> - Italic Font
       • <p><br> - Creates a new paragraph.
       • https://www.tablesgenerator.com/ - Table Generator
       • https://www.w3schools.com/htmL/ - HTML Tutorials
   • Adding a Field.
     • Field Title
     • Field Name (same as the title field, unless it is already taken by another field, then you could add an additional value to the end of the field name.)
     • Field Hint (shows hints to users to assist in filling out the field.)
     • Data Type (choose a type of data. Drop down boxes and checkboxs need to be created separately if not already available.)
       • Creating a drop down box or checkbox data type.
         1. Got to Setup & Customization > Customization > Response Sets.
         2. Click New Response Set.
         3. Fill out the following fields below.
            • Name
            • Type (Select Extended Profile Response unless it's for a survey.)
            • Add Responses.
              • Response Text
              • Response Value (typically the same as Response Text)
              • Seq. Number (what order you want the response to be in)
         4. Click Submit.
6. Save the form.

Additional Notes

• You can click and drag fields into the order you desire.
• Titles should just use the <b></b> (bold) HTML tag.
• The <p><br> HTML tag creates a new paragraph.
• Use https://www.tablesgenerator.com/ to create your tables.
• You can find forms on the bottom of the right navigation menu of a student record.
• Always save your forms as often as possible.
• If you want additional HTML freedom, request support (support@smithchason.edu) to install a code editor program such as Sublime Text on your computer or device.