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.
Change the form title & description
Log in to brightwheel on the web
Open the Paperwork page on the purple sidebar menu
On the Forms & Requests tab, locate the desired form
On that form's row, click the Actions drop down menu
Select Form details
Update the Form name and Description as needed
Click Save
Reorder form sections & 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:
Log in to brightwheel on the web
Open the Paperwork page on the purple sidebar menu
On the Forms & Requests tab, locate the desired form
On that form's row, click the Actions drop down menu
Select Edit fields
To reorder a Section:
Use the purple number drop-down option to the left of the sections name to select the appropriate order
To reorder a Field:
Use the white number drop-down option to the left of the fields name to select the appropriate order
Once done with changes, select Save
Duplicate a form
Create an exact copy of a form by duplicating it. This is helpful if you reuse the same form each year or if you wish to build off an existing form. Forms can be duplicated as many times as needed within a single program site.
Log in to brightwheel on the web
Open the Paperwork page on the purple sidebar menu
On the Forms & Requests tab, locate the desired form
On that form's row, click the Actions drop down menu
Select Duplicate Form
In the pop-up, enter a name for the new duplicate form
Hit Duplicate Form again
Once on the Form Details page, you can customize and edit the new form by hitting Select an action > Edit fields in the upper right corner.
FAQs
Can you change the name of a form after it's already created?
Can you change the name of a form after it's already created?
Yes this can be done by going to Paperwork on the web and under Forms & Requests finding the form that needs to be changed. Next to the form click Actions > Form Details to then edit the form name and click Save to update it to the new name.
What if I need to edit a form I’ve already shared with parents?
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. If you made changes to a form after it has already been shared with a family, you can reshare the form. Check out our Sharing Forms help center resource to learn more about this!
Can I duplicate forms across multiple program sites?
Can I duplicate forms across multiple program sites?
While there is no direct way to copy, or duplicate a form across multiple locations, we recommend navigating to each location and recreating the form at each site you need them.