Schools are continuing to implement ParentPaperwork’s School Forms module to handle internal paperwork and improve administrative processes, and giving us fantastic feedback. This week we have launched a powerful new feature as part of the Form Template and Workflow system – locking and unlocking fields on sections of a Form as it moves from one User to the next through a workflow.
Take the use case of a Professional Development form, where a staff member wishes to attend a seminar or undertake some other PD. The workflow might be:
- Staff member completes information about the seminar
- Staff member forwards form to Department Head for them to confirm budget line; append notes about requirements for another teacher to cover the absence.
- Department Head forwards form the Deputy Principal for Approval
- Deputy Principal may Approve or Not Approve, and append their own notes.
Thus there are three groups of fields on the form, each which can be managed by a different person on the workflow.
Assign Fields to Groups
Fields on a Form Template can be allocated to a Group. When you edit a Field you will see an option to allocate the Field to a Field Group (if this option does not display please contact firstname.lastname@example.org to ensure this feature is enabled). Group 0 means the field is not allocated to a Group.
If you allocate Fields to a Group this will be displayed in the Form Builder after you Update the Field.
Lock/Unlock Field Groups on Workflow Steps
Once you have Fields allocated to Groups, you can manage those Groups from the Workflow. When you edit a Step on the Workflow you can decided to Lock or Unlock a Field Group. For example in the screenshot below Group 1 is unlocked and thus editable on Step 2, whilst Groups 2 and 3 are Locked and would not be available to be edited by Users on this Step.