Creating, Editing, and Activating Custom Forms

1. Click “Settings” in the top right-hand corner.
2. Select the “Forms” tab.
3. Click the “Form Builder” tab.
4. In the “Select a Location” drop-down menu, choose which location you would like this form to be used at.
   Note: Custom forms created at a location level will only be usable for children at that location. Forms created at the corporate level will appear at all locations. 
   
5. Choose who you would like to have access to this form (Teachers and/or Parents).
6. Select the options from the side to create the structure of the form.
   • Header: Name of form
   • Text Field: allows for a question from you and provides families a field for a short answer,
   • Text Area: same as text but provided families with a larger response area (both can be made a required field)
   • Checkbox Group:  Allows families to select multiple answers
   • Date Field: Provides a date field
   • Signature:  Provides an area for them to sign
   • Paragraph: This is an area where you can put your message not required text info. Note: The paragraph tool includes a word-style text styling bar for formatting large blocks of text.
   • Number: Provides a field for them to provide their number.
   • Radio button: will only allow families to select one option from the options
   • Select: drop-down menu with options to select
7. Once the form is built and ready for use, click the “Save” button.
8. Confirm the settings for the form you just created on the “Form Control” tab:
   • Form Enabled – Check the box in this column if you would like to make this form that must be completed in your enrollment process
   • Teacher Access – Check the box in this column if you would like your staff to be able to access this form on the classroom app
   • Parent Access – Check the box in this column if you would like your parents to have access to this form, but it is not mandatory to complete
   • Update Alerts – Check the box in this column if you would like a notification to be sent to your dashboard whenever a family member makes a change to this form

Kindertales Tips:

• The first element on each form you create must be a “Header” (typically the title of the form).
• Pasting images into a custom form is not supported.
• Form fields marked with a “green tag icon” (Checkbox, Radio Group and Select) creates profile tags out of the answers so that you can report on them in the “Analytics” section of Kindertales.  In order to use this feature effectively, make sure that each answer option is very specific to the question you are asking.  (Ex. Q- Is your child toilet trained?  A – Yes, my child is toilet trained.  Giving the option of simply “Yes” or “No” is not advised)