Setting up forms in ePortfolio

Forms are pages created by an institution, department, or course designer that collect information from users. When you create a form you specify what fields it includes, what type of information each field collects, and whether a field is required. When users fill out a form it becomes an artifact in their ePortfolio which they can share, edit, and add to collections, presentations, and learning objectives. Users can fill out a form multiple times and they can allow others to comment on or evaluate their entries. Because forms are structured, they provide scaffolding and guidance.

Forms are created in Learning Environment, not in the ePortfolio tool. Organization-wide forms are created in the ePortfolio area of the Admin Tools widget. Course forms are created from the Course Administration area for a specific course.

Note Forms are not course specific. When you share a form with individuals in your course they can use it in other courses and repurpose it as desired.

  1. Access the area for managing course forms
  2. Access the area for managing organization-wide forms
  3. Parts of a form
  4. Set up a form
  5. Add a system field
  6. Add a custom field
  7. Add a separator between fields
  8. Reorder fields
  9. Edit a field
 

Use case scenarios

Access the area for managing course forms

  1. Open a course.
  2. Do one of the following:
    • Click Edit Course on the navbar and then click Forms.
    • Click Forms in the Course Administration widget.

Parts of a form

There are two areas to complete when creating a form: form details and form content. The details area contains the name and description of the form and which courses have access to it. The content area contains the actual fields users fill out.

The content area of a form may contain two types of fields: system fields and custom fields.

System fields automatically populate with data from a user’s profile. Some typical system fields include:

Custom fields are filled in by the user. You define what type of information users enter in a custom field and whether it is required.

There are 12 custom field options:

Back to top

Creating a form

Set up a form

  1. On the Manage Forms page, click New Form.
  2. Enter a Name and Description.
  3. If you are creating a form for a department (or other org unit type above a course in your organization's hierarchy) and you only want to share the form with specific courses (or other child org units) below the department rather than all child org units:
    1. Clear the Current Org Unit check box.
    2. Click Add Org Units.
    3. Select the org units you want to share the form with.
    4. Click Insert.
  4. Click Save.

Note You can only share forms with org units below the org unit you are working from in your organization's hierarchy; therefore, you cannot share forms created in a course as this is the lowest org unit level forms are created in.

Back to top

Add a system field

  1. Click Add System Field.
  2. Select the Field Name you want to add.
  3. Click Add.

Back to top

Add a custom field

  1. Click Add Custom Field.
  2. Enter a Field Name.
  3. Select the Required check box if the field is required.
  4. Choose the Data Type for the field.
  5. Fill in additional information based on the data type.
  6. Click Save.

Back to top

Add a separator between fields

  1. Click Add Separator.
  2. Give the separator a Name.
  3. Select Show name on separator if you want the name to appear as a heading.
  4. Click Save.

Back to top

Reorder fields

  1. Click Reorder Fields.
  2. Select a new position for a field using the Sort Order drop-down list beside its name. The positions of other fields adjust accordingly.
  3. Click Save.

Back to top

Edit a field

  1. Click the Edit icon beside the field’s name on the Edit Form Contents page.
  2. Make your changes.
  3. Click Save.

Back to top

See Also

 

Desire2Learn Help | About ePortfolio