Custom Forms let you collect a wide range of information from parents and students using different question types, including file uploads, digital signatures and payment requests. Forms are submitted as a pack, so you can gather information from one or several forms at the same time.

Key student data is pulled from your MIS automatically, which reduces duplication and keeps information secure and centrally managed.

Create a New Custom Form

Log in to the portal as an Admin user.
Click Admin Control Panel.
On the left menu, click Forms, then click Custom Forms.
Click Add New Custom Form.
In Form Title, enter the name of the form (for example, “School Trip Consent – Y8”).
In Description, enter the text you want users to see on the front end (for example, instructions or context).

Add Questions To A Custom Form

In the form editor, click Add a Field.
Choose a question type from the list (see below).
Repeat Add a Field for each question you want to include.

Available Question Types

Short Text	For short, single-line answers.
Long Text	For longer, more detailed responses
Checkbox	A single checkbox, often used for agreement to terms or declarations.
Multiple Choices	Lets users select more than one answer.
Choice List	Users select one answer from multiple options (radio-style).
Select List	Users select an answer from a drop-down list.
Date Box	Users enter a date (dd/mm/yyyy).
Yes/No	Simple Yes/No response.
File Upload	Lets users upload a document or file as their answer.
Text	Static text in the form (no response required), useful for sections and instructions.
Signature	Collects a digital signature as the answer.
Payment	Allows a payment to be made on the form.
Student Details	Adds questions about the student, using data from the MIS where possible.
Guardian Details	Adds questions about guardians, again using MIS data where possible.

Configure Each Question

To edit or configure a question:

In the Custom Form editor, find the field you want to edit.
Click the pencil icon next to the question.
In the question editor, complete the fields:

Label	Create a name for the question.
Example Value	Set an example value for each question that appears below the question to provide extra information or an example of an answer that users could use for reference.
Required	If you'd like the question to be mandatory for users to answer, select this.
Minimum Items	Add the number of minimum items the user can select. Note: This is only available if you use a multiple answers question.
Choices or Options	Depending on your question type you may have a Choices area to enter your answers into. You can change the choices order by selecting the arrows next to the questions, delete choices you don't need by selecting the red bin, and add choices by selecting the blue plus box.
Minimum Length	Set a minimum amount of characters for the question. Note: This only appears if the question is a text-based field. If the question is set as Required the Minimum Length is automatically set as 1.
Depends On	Set additional questions to appear depending on if the user answers yes to a Yes or No question. Note: This is only available if you use a Yes or No question in the form. A Depends On field appears under your additional question, set this by selecting Yes/No question your answer depends on.

Save, Clone, And Archive Custom Forms

Save the form

When all questions are added and configured, click Save at the bottom or top of the Custom Form editor.
Your form is now available to be included in a form pack or assigned as part of your usual process.

Clone a form

If you need a similar form (for example, next year’s version):

Go to Forms, then select Custom Forms.
Find the form you want to copy, then click Clone on that form.
Edit the cloned form as needed (title, description, questions), then click Save.

This is useful for reusing structure and questions without creating a form from scratch.