TracCloud: Custom Forms - Revision history

Redrock at 17:12, 28 April 2026

2026-04-28T17:12:23Z

← Older revision		Revision as of 17:12, 28 April 2026
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	</div>		</div>
	<hr>		<hr>
	<~~!-------------------------------------- Report --------------------------------------~~>		<i>See Also:</i>
	~~<div class='collapsible'>Custom Form Summary Report~~</~~div><div class="mw-collapsible mw-collapsed"~~>
	~~<br><br>~~		[[TracCloud_Report:_Custom_Form_Summary\|Report: Custom Form Summary]]
	~~{{:~~TracCloud_Report:_Custom_Form_Summary}}
	~~</div>~~		[[TracCloud_Report:_Custom_Form_Responses\|Report: Custom Form Responses]]
	~~<hr>~~
	~~<!--------------------------------------~~ Report ~~-------------------------------------->~~		[[TracCloud_Report:_Custom_Form_Snapshot\|Report: Custom Form Snapshot]]
	~~<div class='collapsible'>~~Custom Form ~~Responses Report</div><div class="mw-collapsible mw-collapsed">~~
	~~<br><br>~~
	~~{{:~~TracCloud_Report:_Custom_Form_Responses}}
	~~</div>~~
	~~<hr><!--------------------------------------~~ Report ~~-------------------------------------->~~
	~~<div class='collapsible'>~~Custom Form ~~Snapshot Report</div><div class="mw-collapsible mw-collapsed">~~
	~~<br><br>~~
	~~{{:~~TracCloud_Report:_Custom_Form_Snapshot}}
	~~</div>~~
	~~<hr>~~
	</div>		</div>

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]

Redrock at 16:44, 10 April 2026

2026-04-10T16:44:42Z

← Older revision		Revision as of 16:44, 10 April 2026
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	</div>		</div>

	~~<!--~~[[Category:TracCloud Manual]]~~-->~~		[[Category:TracCloud Manual]]

Redrock at 17:53, 7 April 2026

2026-04-07T17:53:38Z

← Older revision		Revision as of 17:53, 7 April 2026
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	<hr>		<hr>
	<!-------------------------------------- Configuration: Info -------------------------------------->		<!-------------------------------------- Configuration: Info -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Form Configuration: Info~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Form Configuration: Info</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Configuration: Fields -------------------------------------->		<!-------------------------------------- Configuration: Fields -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Form Configuration: Fields~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Form Configuration: Fields</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Configuration: Triggers -------------------------------------->		<!-------------------------------------- Configuration: Triggers -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Form Configuration: Triggers~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Form Configuration: Triggers</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Recipient View -------------------------------------->		<!-------------------------------------- Recipient View -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Student, Staff, or Faculty View~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Student, Staff, or Faculty View</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Listing/Responses -------------------------------------->		<!-------------------------------------- Listing/Responses -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Custom Form Responses Listing~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Form Responses Listing</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Report -------------------------------------->		<!-------------------------------------- Report -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Custom Form Summary Report~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Form Summary Report</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	{{:TracCloud_Report:_Custom_Form_Summary}}		{{:TracCloud_Report:_Custom_Form_Summary}}
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	<hr>		<hr>
	<!-------------------------------------- Report -------------------------------------->		<!-------------------------------------- Report -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Custom Form Responses Report~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Form Responses Report</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	{{:TracCloud_Report:_Custom_Form_Responses}}		{{:TracCloud_Report:_Custom_Form_Responses}}
	</div>		</div>
	<hr><!-------------------------------------- Report -------------------------------------->		<hr><!-------------------------------------- Report -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Custom Form Snapshot Report~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Form Snapshot Report</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	{{:TracCloud_Report:_Custom_Form_Snapshot}}		{{:TracCloud_Report:_Custom_Form_Snapshot}}

Redrock at 23:34, 30 March 2026

2026-03-30T23:34:25Z

← Older revision		Revision as of 23:34, 30 March 2026
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	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	{{NoTier}}		{{NoTier}}
	<div class="~~category~~">		<div class="categoryDynamic">
	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
	</div>		</div>

Redrock at 16:38, 31 July 2025

2025-07-31T16:38:19Z

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 <br><br>
 {{:TracCloud_Report:_Custom_Form_Summary}}
 </div>
 <hr>

Redrock at 16:43, 29 July 2025

2025-07-29T16:43:49Z

← Older revision		Revision as of 16:43, 29 July 2025
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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
	</div>		</div>
	<div ~~style~~=~~'text-align: center;'~~>		<div class="pageTitle">Wellness Checks, Reflective Prompts, & Custom Forms</div>
	~~<big><b>~~
	==Wellness Checks, Reflective Prompts, & Custom Forms==
	~~</big></b>~~</div>

	This feature in TracCloud offers extensively customizable forms that can be displayed to students, staff, or faculty. Forms can periodically be displayed to recipients or they can be manually initiated via a button on the main menu. These forms have three primary purposes.		This feature in TracCloud offers extensively customizable forms that can be displayed to students, staff, or faculty. Forms can periodically be displayed to recipients or they can be manually initiated via a button on the main menu. These forms have three primary purposes.

Redrock at 16:04, 29 July 2025

2025-07-29T16:04:25Z

← Older revision		Revision as of 16:04, 29 July 2025
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
			{{NoTier}}
	<div class="category">		<div class="category">
	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}

Redrock at 19:27, 2 June 2025

2025-06-02T19:27:47Z

← Older revision		Revision as of 19:27, 2 June 2025
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	* <b>Assign to Staff/Faculty</b>		* <b>Assign to Staff/Faculty</b>
	::When a response is recorded, you can automatically assign it to a staff/faculty for review/follow-up.		::When a response is recorded, you can automatically assign it to a staff/faculty for review/follow-up. If <b>Send Notification via Email</b> is checked, the assigned person will receive an email upon a response being received with a link to view the response data.

	</div>		</div>

Redrock at 23:53, 30 May 2025

2025-05-30T23:53:49Z

← Older revision		Revision as of 23:53, 30 May 2025
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	* <b>Location Code</b>		* <b>Location Code</b>
	::The location that your questions (custom fields) will be assigned to. This should <b>never</b> be changed after creating your custom form.<br><br>		::The location that your questions (custom fields) will be assigned to. This should <b>never</b> be changed after creating your custom form.<br><br>

			* <b>Initiated by</b>
			::Choose who is filling out this form for another user type in the system. For example, if Linked Table is Students and Initiated By is Faculty, then faculty will be able to open this custom form, select a student, and submit the form to that student's account. This field should be left blank if users will be submitting these forms for themselves.<br><br>

			* <b>is Action</b>
			::If enabled, it will be possible to submit this form from a student, staff, or faculty member's account via the "Actions" button at the top of their profile.<br><br>

	* <b>Header Text</b>		* <b>Header Text</b>

Redrock at 23:26, 28 May 2025

2025-05-28T23:26:49Z

← Older revision		Revision as of 23:26, 28 May 2025
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	<hr>		<hr>
	<!-------------------------------------- Listing/Responses -------------------------------------->		<!-------------------------------------- Listing/Responses -------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Custom Form Responses Listing</b></big~~> <span style="color:grey">(Coming soon!)</span~~></div>~~<!--~~<div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Custom Form Responses Listing</b></big></div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

	Form responses can be accessed from the student's timeline or through the dedicated Custom Form Responses listing. Access this to this listing can be provided by going to <i>Other > Other Options > Groups > [The group you wish to edit] > Admin/Modules > Add "Custom Form Responses" to "Table Access" > Save.</i>		Form responses can be accessed from the student's timeline or through the dedicated Custom Form Responses listing. Access this to this listing can be provided by going to <i>Other > Other Options > Groups > [The group you wish to edit] > Admin/Modules > Add "Custom Form Responses" to "Table Access" > Save.</i>

	~~In-progress~~		[[File:5181648.png\|800px]]<br><br>

			The <b>Submission Info</b> tab will show the original response from the recipient, while the <b>Follow Up / Notes</b> tab will allow you to record when the form was followed up on or completed. A notes field is also provided to record additional information about this response or follow-ups.

	</div~~>--~~>		[[File:6199789.png\|800px]]


			</div>
	<hr>		<hr>
	<!-------------------------------------- Report -------------------------------------->		<!-------------------------------------- Report -------------------------------------->