Finalsite Enrollment Support: How to Submit Form Requests – Finalsite Enrollment

Did you know?

Did you know that you can create and edit your own fields? Check out this article to learn more: Creating and Editing Fields.

This article will outline the requirements and best practices for submitting form edit and/or form build requests through Support. The purpose of this article is to provide you with the information to make the process as smooth and quick as possible.

Form Edit Requests

When submitting form edit requests, please include as many details as you can. This will help us have a clearer understanding of what needs to be updated. Some items to include in your request(s) are:

Name of the form that needs to be edited.
The page number(s) that the edits need to be made on.
The name of the section or paragraph.
The name of the field that needs to be edited (if applicable).
What is currently on the form and what you want it to be updated to (if applicable).
If adding to the form:
- What do you want to add (a question, text, section header, etc.)?
- Where do you want it to be added?
- What is the exact text/prompt that you want added?
- If adding a field:
  - What type of field do you want added (dropdown menu, multi-select checkboxes, yes/no field, etc.)?
    - If the field is going to have options to choose from, please send those over exactly as you want them displayed on the form and separated by semicolons.
  - Is the field required or optional?
  - Should it display for all students or select students (do you need to show or hide this field)?
    - If select students, who?
Additional notes/comments.

Form Edit Requests Tips & Best Practices

When submitting form edit requests please keep the following in mind:

Screenshots are super helpful!
All requests must be submitted in writing (via email or through chat).
The average timeframe for edits is 14 business days, but could be extended during Admissions and Enrollment season.
Providing as many details as possible will help us get your edits completed on time.
List your edits in order from the beginning to the end of the form.
Send the exact text that you want to be included on the form, whether in the prompt of a question, the values in a field, or the verbiage listed on the form. This will reduce the need for additional edits.
Please highlight, underline, bold or differentiate all edits that need to be made.

Form Build Requests

When submitting form build requests, please include as many details as possible. This will help us have a clearer understanding of what needs to be created. Some items to include in your request(s) are:

The name of the form
The type of form you would like created (custom admissions, custom enrollment, custom appointment, recommendation, or a document request form)
The term you would like the form to be added to
A visual representation of the form you are needing built (example: send an attachment of the paper version of the form you need built), if applicable
- Note: Please try to send the paper version as a Google Doc, Word Doc, or any editable format (PDFs are not editable and do not allow us to easily copy and paste the text, which can result in delays)
List & include all of the pages, section header(s), subsection header(s), verbiage, questions & fields in the order you want them to appear on the form.
Specify page names (if applicable)
Specify field types (dropdown, yes/no, multi-select, signature, etc.)
- Provide the exact values/options you want to include in the dropdown or multi-select fields
  - Separate each option by a semi-colon (example: Yes, my child may attend the field trip; No, my child may not attend the field trip; Please contact me)
If certain questions should only show for certain students, please specify the question(s) and who it should be visible to (e.g. if the question should only show for upper school students, please specify that in your request)
Whether the question is required or optional
Any additional notes/comments

Form Build Requests Tips & Best Practices

When submitting form build requests, please keep the following in mind:

Visual representations are super helpful if you have them - even better if it is editable or allows the text to be copied.
All requests must be submitted in writing (via email or through chat).
The average timeframe for builds is up to 14 business days but could be extended during Admissions and Enrollment season.
Be as detailed as possible.
List your requests in order from the beginning to the end of the form.
Send the exact text that you want to be included on the form, whether in the prompt of a question, the values in a field, or the verbiage listed on the form. This will reduce the need for additional edits.