How-To: Use Form Integration

[#1]

Summary

How to use form integration?

Solution

This article illustrates the steps that need to be taken to ensure the use of form integration for pre-populated fields in your form.

1. Go to the Users.csv that you are creating for S.I.S integration. 

2. Add a header such as "Metadata.StudentNumber" (for all the prepopulated fields, you would need to create a header with Metadata. "name that you want to put"). 

3. You will add students' information under this new header. E.g. you will put in the student Ids under Metadata.StudentNumber. 

4. Once user file is uploaded for one rostering and is processed, you will be able to see prepopulated data in the Integrated Data Management tab under admin.
   
   Integrated Data Management tab
   

5. Click on the Integrated Data Management option to activate your field. 
   
   Activate the field
   
   

6. Scroll down until you find the "StudentNumber", its status will show as "New". Click on the field.
   
   find the StudentNumber
   

7. Add Short Answer as a question. This is to make sure that a question is asked from parent to get a confirmation that the information is same or not. If there is a change in information, parents can type the answer in the question and the field will be updated.

8. Choose "Published" from the drop-down menu in Set Data Field Status.
   
   Set Data Field status as Published
   
   

9. Click on Save changes. 

10. New field will be available as a question in the form builder. 
    
    New Field added
    

11. Click on the highlighted question type above.

12. Choose the StudentNumber Field that you published from the drop-down menu.
    
    Choose the StudentNumber Field

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[#2]

Summary

How to use form integration?

Solution

This article illustrates the steps that need to be taken to ensure the use of form integration for pre-populated fields in your form.

1. Go to the Users.csv that you are creating for S.I.S integration. 

2. Add a header such as "Metadata.StudentNumber" (for all the prepopulated fields, you would need to create a header with Metadata. "name that you want to put"). 

3. You will add students' information under this new header. E.g. you will put in the student Ids under Metadata.StudentNumber. 

4. Once user file is uploaded for one rostering and is processed, you will be able to see prepopulated data in the Integrated Data Management tab under admin.
   
   Integrated Data Management tab
   

5. Click on the Integrated Data Management option to activate your field. 
   
   Activate the field
   
   

6. Scroll down until you find the "StudentNumber", its status will show as "New". Click on the field.
   
   find the StudentNumber
   

7. Add Short Answer as a question. This is to make sure that a question is asked from parent to get a confirmation that the information is same or not. If there is a change in information, parents can type the answer in the question and the field will be updated.

8. Choose "Published" from the drop-down menu in Set Data Field Status.
   
   Set Data Field status as Published
   
   

9. Click on Save changes. 

10. New field will be available as a question in the form builder. 
    
    New Field added
    

11. Click on the highlighted question type above.

12. Choose the StudentNumber Field that you published from the drop-down menu.
    
    Choose the StudentNumber Field

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

Summary

How to use form integration?

Solution

This article illustrates the steps that need to be taken to ensure the use of form integration for pre-populated fields in your form.

1. Go to the Users.csv that you are creating for S.I.S integration. 

2. Add a header such as "Metadata.StudentNumber" (for all the prepopulated fields, you would need to create a header with Metadata. "name that you want to put"). 

3. You will add students' information under this new header. E.g. you will put in the student Ids under Metadata.StudentNumber. 

4. Once user file is uploaded for one rostering and is processed, you will be able to see prepopulated data in the Integrated Data Management tab under admin.
   
   Integrated Data Management tab
   

5. Click on the Integrated Data Management option to activate your field. 
   
   Activate the field
   
   

6. Scroll down until you find the "StudentNumber", its status will show as "New". Click on the field.
   
   find the StudentNumber
   

7. Add Short Answer as a question. This is to make sure that a question is asked from parent to get a confirmation that the information is same or not. If there is a change in information, parents can type the answer in the question and the field will be updated.

8. Choose "Published" from the drop-down menu in Set Data Field Status.
   
   Set Data Field status as Published
   
   

9. Click on Save changes. 

10. New field will be available as a question in the form builder. 
    
    New Field added
    

11. Click on the highlighted question type above.

12. Choose the StudentNumber Field that you published from the drop-down menu.
    
    Choose the StudentNumber Field

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.