e‑Forms allow you to create custom forms in e‑Schooling to collect information from different users, such as students, teachers, staff members, or guardians.

1.    Access the e‑Forms Module

In the main menu, go to:

                e‑Forms → e‑Forms

A list of existing forms will be displayed.

2.    Create a New e‑Form

In the top‑right corner of the list, click the “+” (Add) button

The “Add custom fields” window will be displayed
 

Fill in the form details:

• Name
• Description (optional)

Click Save to create the e‑Form.

Nota: Pode também utilizar a opção “Adicionar a partir de modelo”, caso pretenda basear o formulário num modelo existente.

3.    Explore the e‑Form Structure

After entering the name and description, the e‑Form configuration menu will be displayed, with several options available in the side panel.

The main areas are:

• Dashboard

Allows you to view an overall summary of the form.

• Settings

Where e‑Form behaviours can be defined (e.g., status, availability, among others).

• Form fields

Area where the fields that make up the form are created and configured.

• Form associations

Allows you to define who the e‑Form will be available to (users, classes, or groups).

• Form responses

Section where submitted responses can be viewed.

• Managers

Allows you to define which users have management permissions over the e‑Form.

4.    e‑Form Settings

To edit the e‑Form settings, click the “…” located in the top‑right corner of the section and select Read/Edit Mode.

In the “Settings” area, you can define the main behaviours of the e‑Form, including its availability, response type, and usage rules.

Form identification

• Name

Defines the e‑Form name used for identification in the list

• Description

Allows you to add explanatory text about the purpose of the form
 

• Form description visible in the form

Indicates whether the description will be displayed to users when responding

• Response type

Defines how many times a user can respond to the form (e.g., single response)

• How the e‑Form is saved

Determines when responses are recorded (e.g., upon submission)

• Uses statuses for e‑Form responses

Permissions and response editing

• Responses use comments

Allows comments to be added to submitted responses
 

• Administrators can edit responses

Defines whether users with administrative permissions can modify submitted responses
 

• Inactive → the form is no longer accessible
   

Organization

• Tags

Allow categorisation of the e‑Form, making it easier to organise and search 

The settings defined in this area directly influence how the e‑Form is made available and used by users

5.    Form Associations 

At this stage, you must define who the e‑Form will be available to  that is, which users can respond to the form.

• Click Add

• In the “Association type” field, select the desired option:

                    Public link → accessible to any user with the link

                    e‑Forms for the community → available to all users with access

                    Entities → allows selecting specific recipients

Note: When selecting the Entities option, a list of users organised by categories will be displayed, allowing you to search and select the e‑Form recipients.

• Click Save

6.    Form Responses and Managers

After configuring the e‑Form, defining the form fields, and making it available, you can monitor submitted responses and define who can manage the form.

In the Form responses section, you can:

• View responses submitted by users

• View the details of each response

• Filter results based on different criteria

• Export responses to Excel

• Delete responses, when necessary

In the response view, it is possible to define the column display order, allowing you to highlight the most relevant information (e.g., Student name) in the first positions.