Where to Begin:
After you have logged into Script with your existing account, take a look at the menu on the left-hand side of the page. On that list, select "Scripts."
After that, select "Your Forms" from the list on the left.
Then, click "Create Form" in the top right corner of the page. This will bring up the Form Upload step.
Uploading Your Form:
On the Form Upload step, enter the name of your form (PLEASE NOTE: This name cannot be changed later), then a brief internal description of this form, and finally upload the PDF form itself by dragging and dropping or by clicking the box and selecting the file. Once the form is uploaded, click "Save."
Digitizing Your Form:
Next you will see a page displaying your uploaded form. There are several different ways to edit this form to match your current process, which we will discuss below.
Form Steps: Form Steps, found on the left-hand side of the page, allow you to add specific roles to fill out certain parts of a form. For example, the Initiator would fill out the details of the form shown, then the Principal would sign off on it. These steps will be reflected in the Script workflow when you are done.
The field types we will discuss below all have a few things in common:
- Drag and drop to place anywhere on the form
- Drag from the bottom right corner to resize the field
- Click on the field to edit its details
- All fields have the option to name them, choose who completes them (from your Form Steps list), set a "tab order" (this marks the order in which the fields are selected when someone clicks the "tab" key on their keyboard, and making them required or not
Below are the specific details unique to each field type:
- Signature Field: The Signature field is used to capture a signature on a form from anyone, such as a parent, teacher, principal, or an administrator.
- Date Field: The Date field allows for a specific date to be chosen, usually used in reference to when a form is signed or to select days you are requesting off.
- This field allows a default value to be chosen to pre-populate the field with a chosen date. This value can be edited by the "Completed by" user.
- Checkbox Field: The Checkbox field provides a way to mark off a selection on a form using a "check mark."
- Single Line Input Field: The Single Line Input field allows a single line of text to be entered on the form, usually used for names, emails, and phone numbers. This field has a few unique options to choose from.
- "Input Format" allows you to decide what kind of text to allow: "General" for any text and/or numbers, "Currency" for currency that will auto fill a dollar sign and only allow two decimal places, or "Number" for only numbers (which allows you to specify decimal places allowed).
- "Input Mask" allows you require a specific format for a field, such as a phone number or to limit the number of characters (initials, room numbers, etc.).
- "Default Value" allows you to pre-populate the field with desired text. This value can be edited by the "Completed by" user.
- Multi Line Input Field: The Multi Line Input field allows multiple lines of text to be entered on the form in one box, usually used for addresses or descriptions.
- Auto Fill Field: The Auto Fill field pre-populates with a specific value based on the predetermined criteria.
- Formula Field: The Formula field allows multiple Single Line Input fields that are set as "Number" or "Currency" to be added, subtracted, multiplied, or divided. Additionally, many formulas that are used in spreadsheet programs (Excel, Sheets, etc.) can also be used here.
- To use a field in a formula, copy the "Field ID" at the bottom and paste it into the "Formula" section of the Formula field, then use modifiers such as +, -, *, or / and add another "Field ID."
- This field allows for specifying the number of decimal places to appear on the form.
- This field also allows for you to decide what format you want the data to appear in, between "General," "Currency," or "Number." These work the same way as described above for a Single Line Input field.
- Dropdown Field: The Dropdown field allows for multiple predetermined options to be presented in a list on the form, usually used for selecting a department or category.
- This field allows you to add multiple options to choose from using the "edit values" button. Enter the "Value" (this shows up on the CSV export) and the "Description" (this shows up on the form itself). These can be the same if you choose.
All of these fields have an "Info" button at the top. Clicking that will take you to a text box where you can enter specific instructions or a field to clarify what information is needed.
Make sure you click "Save" in the bottom right corner as you go to save any edits you have made. When you are done editing this form, click "Save" one more time, then click "Back" in the top left corner to bring you to the Forms page. If you have not done so yet, the next step is to create your Script workflow. This article will teach you how.