Edit Digital Forms

Editing forms allows providers to adjust existing forms to continue to collect key information from families through brightwheel.

Sabrina avatar
Written by Sabrina
Updated over a week ago

Once a customizable form has been created providers can continue to edit the form as needed to update content, re-order sections or fields, update the access level, and duplicate the form itself to continue to collect key information from families through brightwheel. This allows providers flexibility with their enrollment process as their needs change or expand.


Reorder Sections and Fields

Reordering section and fields allow programs to reorder existing or new content to ask questions in the order preferred. This allows programs to continue to customize forms after initial creation.

To reorder the way sections or fields are listed on a form, you can use the numbered drop-down menu that appears for each section and/or field to change the order they are listed in:

  1. Log in to brightwheel on the web

  2. Open the Paperwork page on the purple sidebar menu

  3. On the Forms & Requests tab, locate the desired form

  4. On that form's row, click the Actions drop down menu

  5. Select Edit fields

  6. To reorder a Section:

    1. Use the purple number drop-down option to the left of the sections name to select the appropriate order

  7. To reorder a Field:

    1. Use the white number drop-down option to the left of the fields name to select the appropriate order

  8. Once done with changes, select Save


Duplicate a Form

Duplicating an existing form in brightwheel is a great option if a program needs to create a new version of an existing application for the program or update an application that has already been shared with a family.

  1. Log in to brightwheel on the web

  2. Open the Paperwork page on the purple sidebar menu

  3. On the Forms & Requests tab, locate the desired form

  4. On that form's row, click the Actions drop down menu

  5. Select Duplicate Form

  6. A new copy of the form will appear

  7. Rename, customize, and edit as needed


Update Access Level

Administrators can determine how a form is shared when creating it. There are two options: Link Access and Invite Only. If using Link Access, this provides a link that administrators can share manually via email or on the program's website to be filled out. If using Invite Only, only parents you invite to access the form will be able to.

If the Access Level set during the initial form creation needs to be updated:

  1. Log in to brightwheel on the web

  2. Open the Paperwork page on the purple sidebar menu

  3. On the Forms & Requests tab, locate the desired form and click the Actions drop-down menu

  4. Select Form Details
    💡
    Click the form name then Select an action > Form details to be led to the same screen

  5. Use the Form access drop-down menu to update the access level accordingly

  6. Click Save to apply changes


FAQs

What if I need to edit a form I’ve already shared with parents?

You can easily edit and reorder sections within a form as mentioned above! Editing a form will not affect or change any historical submissions. After making edits, only new families that are sent these will receive the updates. You cannot re-share the updated form version if it has already been shared with parents. If you have already shared a form with a family and need to make edits to any field/section, you can instead duplicate the form and share it this way.


Learn more about Creating and Sharing Enrollment Forms!

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