Admissions Managers can create new application forms from scratch or by copying an existing form.

To create a new application form:

  • From the persona menu, select onBoard.

  • Select Application Forms under Settings.

  • Click Create New Application Form to build a new form from scratch, or click the copy icon next to the existing form that should be copied. WhippleHill recommends that Admissions Managers initially copy the Sample Application form.

  • Enter the name of the application form (e.g. Upper School Application Form).

  • Click Save.

  • To edit the application form, click on the name of the form.

  • Update the sections, blocks, fields, and elements as necessary (click on each item below to view additional details).

  • Click Preview Application to view the application form in a new browser window.

** Once an application has submissions, only the "Payment" and "Confirmation" sections can be edited on the form. If other info needs to be changed then a new application will have to be created.

 

Sections

Sections are used to create “pages” within an application form. When a prospective family views the application form, the sections will appear as tabs across the top of the form. Within each section, Admissions Managers can organize the blocks, fields, and elements.

Typical sections include Introduction, Applicant, Family, School & Testing, Parent Statement, Student Statement, Signature, Payment, and Confirmation.

  • To add a section, click "Add Section" and enter the name of the section (e.g. Student Statement).

  • To rename a section, click "Section Settings."

  • To reorder sections, drag and drop the section to its new location within the list of all sections.  

  • To delete a section, click "Section Settings" and then click "Delete." Only sections that do not contain any blocks or elements can be deleted.

Blocks

Blocks contain the fields that prospective families need to complete. For example, the “Schools” block contains all of the fields that pertain to the candidate’s current and previous school information.

Admissions Managers can choose to display multiple instances of a block within a section. For example, a school may want to display two “Sibling” blocks within the “Family” section. Prospective families can also use the “Add Another” button if they need additional blocks (for example, if a family needed three “Sibling” blocks). The same fields (and required fields) from the original block will appear in the additional blocks.

The following blocks support multiple entries by a prospective family: Competitors, Grandparent, Household, Referred By, Relative, Schools, Sibling, and Testing.

  • To add a block to a section, click on the name of the section to which the block should be added. From the left-hand column, drag and drop the appropriate block(s) into the section. Newly added blocks will appear at the bottom of the section; drag and drop the blocks into the appropriate location. Each block can only be used in one section. If the block has already been used, it will be grayed out in the left-hand column. Hover over the block name to see in which section the block is used.

  • To reorder blocks in a section, click on the name of the section in which the blocks should be moved. Drag and drop the blocks into the appropriate location.

  • To remove blocks from a section, click on the name of the section from which the blocks should be removed. Click either "Remove Block" or "Block Settings" (depending on the block). After clicking "Remove Block," click "Confirm." Or after clicking "Block Settings," click "Delete" and then "Confirm."  

  • To show multiple instances of a block within a section, click on the name of the section to which the blocks should be added. Once the appropriate blocks have been added to the section, click "Block Settings" and select the number to show.

  • To customize the "Add Another" button for a block, click on the name of the section in which the block appears. Click "Block Settings" for the appropriate block and enter the block name. The block name (e.g. Household) will be appended to “Add Another” (e.g. Add Another Household).

Fields

Once a block has been added to a section, all of the available fields will display. For each field, Admissions Managers can:

  • Choose to include the field on the form by selecting "Show" in the "Form Visibility" column. Select "Hide" if the field should not appear on the form. Certain fields (such as First Name and Last Name) are automatically included on the form and cannot be removed.

  • Make the field required by selecting "Yes" in the "Required" column. Certain fields (such as First Name and Last Name) are automatically required.

  • Change the field label by entering custom text in the "Display As" column (e.g. change the Preferred Name field to Nickname).

  • Reorder fields within a block by dragging and dropping the fields into the appropriate location.

Elements

Elements are the static items on the application form, such as the headers, instructional text, and banner images. Elements can be added between blocks or within blocks.

  • To add an element to an application form, click on the name of the section to which the element should be added. From the left-hand column, drag and drop the appropriate element(s) into the section/block.

  • To reorder elements, click on the name of the section in which the elements should be moved. Drag and drop the elements into the appropriate location.

  • To delete elements, click on the name of the section from which the elements should be removed. Click the red “x” for the appropriate element.