Overview
Create a Webform in Oases to post on your website to accept a new student enrollment to:
An existing customer in Oases
or
If a customer does not exist Oases will create one from the info in the form and add the linked student.
Article Sections
- Information
- Concierge Service
- Create an Additional Student or Student Webform
- Program your fields
- Form Generation
- Add Sections
- Add Additional Fields
- Uploading Documents
- Import Student Image with Webform
- Publish
- Notification
Information
The Student Webform will create one new, inactive, student record and link it to a customer already in Oases or create a new customer at the same time if Oases cannot match the family.
When using the form to add an additional student to an existing customer the form will match by the first name of the customer/parent, the last name of the customer/parent and the street address. If there is an exact match the new inactive student will be linked to the existing customer record so be sure to add the address fields to this form.
Concierge Service
When transitioning to a new platform the forms you have on your website are often the items you need to switch out early, while you are not familiar with your new Oases platform. To save time while you are learning Oases we can create Custom Fields and your new Webform for you as part of our paid Concierge Service.
Concierge is billed at $50.00 per hour. Submit a support ticket with the name, type and fields required for your new Webfrom and we will quote to build it for you.
Create an Additional Student or New Student Webform
1. In Oases go to: Setup > Other > Custom Webforms.
2. At the top of the page select Add New Webform (new customers can take over the sample webform by pressing the pencil).
3. In the pop up box add your settings for the new webform:
- Type of Form - Student.
- Name your form.
- Add any Tags to be added to the record created by Oases.
- Select the destination program/district.
- Add the URL of the landing page that will display to applicants after they have submitted the form.
- Enter the email of the person in your company to receive a notification when the form is submitted. You may add more than one email address by comma separating the addresses with no space between.
Program your fields
4. In this first popup you can also program the first field of your form. This will be the customer first name.
5. Choose the field type of Text.
6. Name the field, select if it's required information and select the Destination Field in Oases from the drop-down menu. Don't forget the first fields must be Parent Firstname and Parent Lastname.
If you would like a red asterisk for required fields add the following code to your Field Name after your name text.
<span style="color:red">*</span>
Validation rules need only be completed if you need to validate the information such as a verify email field which we will look at later.
Form Generation
7. When you save your first field the form is generated as shown below.
8. Use the pencil to edit the name of your form or press the link icon to obtain the snippet code to be published to a page on your website. To continue building fields press the name of your Webform to open it up. You will see your first field under the form name.
Add Sections
9. If required press Add New Section to add a section header. This can be used as a section header or to give instructions to the applicant. Press Save then move into the required position.
Add Additional Fields
10. Add more fields to your form by selecting Add New Field and repeating the process adding sections where needed. Your second field will be the parent/guardian last name with a destination of Parent Lastname.
You will need the Account Holder's first and last name and the address on the account for Oases to match the student to an existing customer. Therefore the address you ask for in the form must be with a destination of Parent.
11. The way you build your fields must match the fields in Oases so the address for example will be built from separate fields as shown below.
12. As the State in Oases is a drop-down so the State code will be a drop down menu (combo) type of field in the form. When you select State as a destination you don't have to type in all the States as options just select fill with US States.
13. For phone numbers also select parent phone as this will place the number into the linked parent record and the primary guardian field.
Collect Student Data
14. Add your fields to the form to collect your student data.
15. Student Grade will be a drop down menu (combo) but you do not need to type in all of your grades as the available options, just select fill with grades and they will populate.
Date Fields
16. If you select a date field for your form it must be imported to a date field in Oases. It cannot be left as no import or be delivered to a text field.
Drop Down Menus
17. If you have a drop-down menu in your application it must match the drop-down menu in Oases EXACTLY, whether it is one you created in your custom fields or one of the existing drop-downs.
Uploading Documents
18. One document upload field may be used per form. This allows for 3 documents of up to 20MB each to be added and these will go to the document page of the new record.
WF03. Uploading Documents via Webform
Import Student Image with Webform
19. The Student Webform can import an image that Oases will display in the record in the image location. Select Image Upload as the field type. There is no destination field required, Oases will deliver the image to the correct location automatically.
20. Add any further fields to your Webform to finish up.
21. Consider using a final section at the bottom of your form with additional instructions.
Publish
22. Press the link icon at the top of your form and then select Copy to Clipboard.
23. Publish this code on a new page of your website or pass this to your web-master.
If you don't have a website, copy the direct link to email to prospects/applicants.
24. If you make a change to your form in Oases you do not need to re-publish the code snippet. It will update dynamically.
25. You may now view your form on your new website page. Again, you may not wish to publish this particular form to a menu as it only applies to existing customers so make a note of the URL.
Notification
26. Oases will email the address you set when the form is submitted.
27. Any added students will come in as inactive, find them by Filtering the student list to show inactive students.
Link To
WF02. Create a Staff Application Form
WF03. Uploading Documents via Webform
WF04. Drop-Down Menus in Webforms
WF05. Address Fields in Webforms
WF06. Verify an Email Address in Webforms