A Custom Form Pack lets you group one or more Custom Forms together and assign them to specific students. Users must complete all forms in the pack to submit it as complete.
If you haven’t created your individual forms yet, see Setup Custom Forms in the Portal.
Once your pack is ready, you can make it visible using How to Display the Custom Form Pack to Users.
Create A New Custom Form Pack
Log in as an Admin user.
Click Admin Control Panel.
On the left, click Forms, then click Custom Form Packs.
Click Add new custom form pack.
The Custom Form Packs editor opens.
Configure Basic Pack Settings
In the editor, fill in the main settings:
Custom Form Pack Name
Enter a clear name for the pack (for example,
Y7 Trip Consent PackorAnnual Data Collection Pack).
Custom Form Pack Locking
Use the drop-down to choose how the pack behaves after submission:
On Submit – Once the user submits the pack, it is locked and cannot be re-submitted by that user.
Never – Users can re-submit the pack (for example, if you want them to be able to update details).
Submissions (re-open options)
These options only appear after at least one submission has been made to the pack:
Use the Submissions tab to reopen submissions for an individual user by filtering the list and reopening their submission.
Use Re-open all submissions to reopen the pack for all users who have submitted it.
Link Custom Forms To The Pack
Use Linked Custom Forms to decide which forms are included in this pack.
In Linked Custom Forms, type the name of the Custom Form you want to add.
Click Filter.
A list of matching Custom Forms appears.
Click the green link icon next to a form to link it to the pack.
Repeat for all forms you want to include.
To remove a form from the pack, click the red unlink icon next to that form.
📌 Note: Users must complete all forms linked in the pack in order to submit the form pack as completed.
Link The Form Pack To A Content Page
Use Linked Custom Form Pages to connect the pack to a Custom Form Pack content page (the page users see in the portal).
In Linked Custom Form Pages, search for the name of the content item (the page you created as a Custom Form Pack page in Content Manager).
Click Filter to list matching content pages.
Click the green link icon next to the correct content item to link it to the pack.
To remove a linked page, click the red unlink icon.
For details on creating this content page, see How to Display the Custom Form Pack to Users (use the Custom Form Pack page type in Content Manager).
Choose Which Students The Pack Applies To
You can target the pack to specific groups of students using one of the following methods:
Schools and Year Groups, or
Student Groups, or
Add/Edit Pupils (individual selection)
💡 Recommendation: Only use one of these methods at a time to avoid confusion and overlapping selections.
Option 1 – Schools And Year Groups
In the Schools and Year Groups section, select the School(s) you want to include.
Select the Year Group(s) to be linked to the Custom Form Pack.
All pupils in the selected school(s) and year group(s) will be linked to the pack.
Option 2 – Student Groups
In the Student Groups section, search for the name of the student group you want to use (e.g. “Y8 Trip Group”).
Click Filter to list matching groups.
Tick the check box next to the group(s) you want to link to the pack.
Click the View Selected tab to see all groups you have selected.
All pupils in the selected student groups will be linked to the pack.
Option 3 – Add/Edit Pupils (Detailed Selection)
Use this when you need more granular control, such as specific form groups, teams, or individual students.
Open the Add/Edit Pupils (or Add/Edit Students) option.
Choose from the following filters:
Schools, Year groups and form groups – Pick pupils by school, year and form.
Teams (from the Teams manager) – Link pupils based on teams.
Groups – Use existing groups configured in your system.
Individual pupils – Select specific named pupils.
On the right of each item (school/year/form group/team/group/pupil), click the plus (+) icon to add.
Removing selections:
For Schools/Year groups/Form groups, Teams, and Groups, click the minus (–) icon to remove them.
For individual pupils, switch to the View Selected Pupils section, find the pupil, and click Remove.
To review which pupils are selected overall, click the View Selected Pupils tab.
Once you are happy with your selection, click Confirm selected pupils.
Save The Custom Form Pack
After configuring all sections (pack details, linked forms, pages, and pupil selection), click Save changes.
The Custom Form Pack is now set up and can be made available through the linked Custom Form Pack content page in the portal.
📌 Note: Users must complete all forms in the pack before they can submit it as completed.