Creating Custom Forms

In your Association, click the 'Forms' icon from the lefthand navigation menu.
Next, select 'Custom' under the 'Forms' tab.
Click 'Create Custom Form.'
Name your Custom Form.
Select the form 'Status.' New forms are automatically set to 'Pending.'
- Pending status forms will not be visible and will allow for editing, like a draft.
- While set to Open, the form will be visible to your users, and they can upload files.
- Closed status disables form responses.
- Inactive status removes the form from your Association's list of forms, and can be re-activated later if necessary.
- To re-activate an inactive form, simply set the form status to Open.
Select the 'School Year.' The current school year will automatically appear in this box. To change it, click on the box below 'School Year.' A dropdown menu will appear, and you can select the desired school year for your form.
Select the form's 'Position.' A form's position allows you to control the order in which forms are displayed to users. For example, entering '1' as the 'Position' will seat your form at the top of your list of forms; If you have 30 forms active, entering '30' will place the form at the bottom of that list.
Select the form's 'Recipients.' This box controls who can see the form, as well as who can complete the form. You must select at least one Recipient.
Select the activity associated with the form under 'Act.' Click the box below 'Act' to see a dropdown menu of activities, and select the appropriate activity associated with the form. If the form is not specific to an activity, you can leave this field blank.
The 'Quiz' toggle enables 'Questions' in forms. For example, you can configure a multiple choice question and add it to your form. To configure quiz questions, you must complete the form.
If the selected activity does not have an associated team, the system can attempt to display the form under an existing team. For example, if 'Boys Swimming' is the activity listed under 'Act,' and no boys swimming team exists in this school's system, this toggle would force the system to search for girls swimming and associate the form to that activity.

If you are unsure about this feature, leave it toggled off.
Enter instructions for your users. This is your opportunity to clarify to your users what the form is and how to complete it.
Unlike standard forms which are defaulted to the Bound logo, custom Forms allow you to change the header displayed on your form. To upload a new header, click 'Change Header.'
To link the form to another association, select the box below 'Link an Association.' The association entered into this field will have access to the form as well as user responses.
Optionally, you can schedule when a form becomes 'Open.' To schedule when a form becomes accessible to your users, enter the date and time you desire. The system will automatically update the form's status to 'Open' at the selected time/day.

15a. Additionally, you can schedule when a form closes.
You may allow your users to complete Custom Forms more than once. 'Allow Multiple Responses' will enable users to send multiple form responses.

Note: You are only able to 'Allow Multiple Responses' OR 'Allow Editing After Submissions.' Toggling one on will toggle off the other, and vice versa.

'Allow Edit After Submissions' lets users edit their submission or upload another file, replacing their initial submission.
Select the 'Submission Button Behavior.' This selection controls whether the submission button for your users will display as 'Submit' or as 'Submit and Print.'
Last, add optional email recipients. Email recipients will be notified when form is completed. Emails must be separated by commas in this field. Email recipients must have a Bound account.
Finally, click 'Save.' The page will refresh, and you will be returned to the top of the form.
After clicking 'Save,' new options will appear at the top of your form. The 'Settings' page is the default view.
1. Click on each button to further customize your form.
  - Under 'Sections,' you can add additional information, links, and instructions to your users.
    
    The 'First Section' is the section of the form you created before these steps. To add additional 'Sections,' click 'Add Form Section' under the Sections tab.
    
    From here, you can add and customize additional sections.
  - The 'Items' page let's you add additional 'Questions' to your Quiz (toggled in initial setup step 10) as well as an additional 'File Upload.'
    
    In the Question window, you can edit the question's conditions; the question's title, whether the question is required, whether the question can be edited, what users can enter while answering the question, etc.
    
    In 'Add Items,' clicking 'Add File Upload' will open a similar window with options to add additional file uploads and the conditions you can set for your users.
  - A question Validator defines a fixed list of choices (e.g., "Not Applicable", "Declined to Answer", "Unknown") that a respondent must select to justify leaving the linked question blank — enforced at response‑validation time. Validators are optional.
  - Responses show a list of submission, from whom, and whether they passed or failed. You can delete entries, export them to a CSV file, and add manual responses in this window.
To edit Custom forms, return to Forms > Custom. Click on the pencil icon next to the form you would like to edit. You can also copy a link to that form by clicking the clipboard icon. The green arrow will redirect you back to the form's Responses.