The openSIS application form builder provides two workflow options that determine how a submitted form is handled:

• Allow Direct Enrollment
• Link this as a secondary form to an existing application

These options should be configured according to the purpose of the form. Direct enrollment is intended for forms that can create an enrolled student without a standard admissions review, while secondary-form linking is intended for supplemental forms that belong to an existing application.

Navigate to the Form Settings

1. Log in to openSIS.
2. Select the required school and academic year.
3. From the left navigation menu, expand Admissions.
4. Select Application Forms.
5. Select the name of the application form you want to configure.

The enrollment and linking options appear near the top of the application form builder.

Navigation: Admissions > Application Forms > Form Name

Understand Allow Direct Enrollment

When Allow Direct Enrollment is enabled, an applicant is enrolled as a student after successfully completing and submitting the application form.

This option bypasses the regular application-review workflow. The submitted application does not need to move manually through statuses such as Applied, Provisionally Accepted, Accepted, Waitlisted, or Enrolled before the student record is created.

Direct enrollment may be useful when:

• The form is used for internal student registration.
• Every valid submission should become an enrolled student.
• The institution does not require an admissions decision.
• The applicant’s eligibility has already been confirmed.
• The form supports a controlled registration process.

Direct enrollment should not be enabled merely to shorten the admissions process. The institution should first confirm that the form collects all information needed to create a valid student record.

Enable Direct Enrollment

1. Open the required application form.
2. Locate Allow Direct Enrollment at the top of the builder.
3. Turn on the toggle.
4. Review the fields included in the form.
5. Confirm that all required identification and enrollment-related information is collected.
6. Preview the form.
7. Save and publish the updated configuration.

After direct enrollment is enabled, the Application Forms list displays Yes in the Allow Direct Enrollment column for that form.

If the option is turned off, the column displays No, and submitted applications follow the institution’s regular admissions-processing workflow.

Review the Form Before Enabling Direct Enrollment

Before activating this option, verify that the form collects the information required by the institution, such as:

• Applicant’s legal name
• Date of birth
• Gender or other required demographic information
• Contact information
• Address information
• Grade or enrollment-related details
• Parent or guardian information, when applicable
• Required documents
• Required acknowledgements or signatures

Also confirm that conditional logic does not unintentionally hide a required field from an applicant.

Important: Direct enrollment changes how submitted applications enter openSIS. Enable it only when every successful form submission should result in student enrollment.

Turn Off Direct Enrollment

If applications must be reviewed before enrollment:

1. Open the application form.
2. Turn off Allow Direct Enrollment.
3. Review the application-processing requirements.
4. Save and publish the change.

Future submissions will follow the standard applicant workflow according to the updated configuration. Review existing submitted applications separately because changing the setting does not necessarily change records that were already processed.

Understand Secondary Application Forms

The Link this as a secondary form to an existing application option is used when a form should supplement a primary application instead of creating an independent application.

A secondary form may be appropriate when an applicant must submit additional information after completing an initial application. Examples include:

• Program-specific information
• Supplemental demographic information
• Additional contact details
• Supporting documents
• Medical or accommodation information
• Consent or acknowledgement forms
• Information required at a later admissions stage

Linking the form keeps the supplemental submission connected to the applicant’s existing application.

Configure a Form as a Secondary Form

1. Open the form that will be used as the supplemental form.
2. Locate Link this as a secondary form to an existing application.
3. Turn on the toggle.
4. Select or identify the applicable primary form when prompted.
5. Review the fields included in the secondary form.
6. Preview the applicant experience.
7. Save and publish the form.

The primary form should already exist before the secondary form is linked to it.

Only use secondary-form linking when the supplemental information should belong to an existing application. If the form must create an independent application, leave this option turned off.

Plan the Primary and Secondary Form Structure

Before linking forms, decide which information belongs in each one.

The primary application should generally collect the applicant’s core information, such as:

• Identification details
• Contact information
• Primary admissions information
• Information required to establish the application

The secondary form should collect only the additional information needed for a specific purpose. Avoid unnecessarily repeating the same fields in both forms.

Using separate forms can make a long admissions process easier to manage, particularly when some information is required only for selected applicants or programs.

Test the Linked-Form Workflow

After configuring the secondary form:

1. Preview the primary form.
2. Confirm that it collects enough information to identify the applicant.
3. Preview the secondary form.
4. Verify that its purpose and instructions are clear.
5. Test the connection using an authorized test application.
6. Confirm that the secondary submission is associated with the correct existing application.
7. Review the applicant record to ensure that the submitted information is accessible.

Do not distribute the secondary form until the complete linked workflow has been verified.

Choose the Correct Workflow

Use Allow Direct Enrollment when a successful submission should create an enrolled student without manual admissions processing.

Use Link this as a secondary form to an existing application when the form collects supplemental information for an application that already exists.

Leave both options off when the form should create a new application that admissions staff will review and process manually.

Note: The available settings and results may depend on the form configuration, institutional workflow, and user permissions.