View and Manage Application Forms in openSIS

View and Manage Application Forms

The Application Forms page provides a central location for viewing and managing the admission forms created for the selected school. From this page, authorized users can search for a form, review its publication status, open it for editing, preview the applicant-facing form, copy its published link, create a copy, or delete it when permitted.

  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.

InfoNavigation: Admissions > Application Forms

The page displays the application forms available in the selected school context.

Understand the Application Forms List

Each row represents an application form created for the institution. The following information is displayed:

Form Name

The Form Name identifies the application form. Select the form name to open the form builder and review or update its structure and configuration.

Use descriptive form names that help administrators understand the form’s purpose. For example, an institution may maintain separate forms for general admissions, program-specific applications, demographic information, or supplemental applicant information.

Last Updated

The Last Updated column shows the date on which the form was most recently changed. This information helps administrators identify recently revised forms and confirm whether a form has been updated for the current admissions cycle.

Updated By

The Updated By column displays the name of the user who most recently modified the form. This supports administrative traceability when multiple staff members manage admission forms.

Allow Direct Enrollment

The Allow Direct Enrollment column indicates whether the form is configured to enroll an applicant directly after the form is successfully submitted.

  • Yes: Direct enrollment is enabled.
  • No: The submitted application will follow the regular admissions review and processing workflow.

Direct enrollment should be enabled only when the institution intends to convert successful submissions into enrolled student records without the standard admissions review process.

Status

The Status column displays the current availability of the form, such as Active. An active form has been published and is available according to its published configuration.

A form’s status should be reviewed before its URL is shared with prospective applicants.

Action

The Action column contains options for previewing, accessing, copying, and managing the form.

The exact actions available may depend on the form’s publication status and the user’s permissions.

Search for an Application Form

Use the search option when the institution has multiple forms.

  1. Select the Search field.
  2. Enter the complete or partial form name.
  3. Review the matching forms displayed in the list.
  4. Clear the search text to return to the complete Application Forms list.

Searching is helpful when forms have been created for different programs, admission periods, campuses, or applicant groups.

Open and Edit an Application Form

  1. Locate the required form.
  2. Select the form name.
  3. The application form builder will open.
  4. Review or update the form fields and configuration.
  5. Preview the form before publishing any changes.
  6. Save and publish the updated form when it is ready for applicants.

Updating a published form may affect future applicant submissions. Review all changes carefully before republishing.

Preview an Application Form

The Preview option allows administrators to review the applicant-facing form.

  1. Locate the required application form.
  2. Select the eye icon under Action.
  3. Review the form’s pages, fields, instructions, and layout.
  4. Verify that required fields are identified correctly.
  5. Return to the Application Forms list or form builder after completing the review.

Previewing the form helps identify missing fields, unclear instructions, layout issues, and other problems before the form is shared publicly.

NotesNote: Previewing a form does not create an applicant record or submit an application.

The link icon provides access to the published application form URL.

  1. Locate the required form.
  2. Select the link icon under Action.
  3. Copy or open the published URL, depending on the option presented.
  4. Test the URL in a browser to confirm that the correct form opens.
  5. Share the link through the institution’s approved communication channels.

The published URL may be placed on the institution’s website or shared directly with prospective applicants.

Only distribute the link after confirming that:

  • The correct form is active.
  • The required fields are included.
  • Conditional logic functions correctly.
  • Applicant email messages are configured.
  • Payment or subscription requirements are accurate.
  • Privacy information is present when required.

Copy an Application Form

Copying a form creates a reusable version of an existing form. This is useful when a new form requires the same structure as a previously created form but needs different fields, settings, or instructions.

  1. Locate the form you want to copy.
  2. Select the three-dot menu under Action.
  3. Select Copy Form.
  4. Complete any information requested by the system.
  5. Open the copied form.
  6. Rename and modify it as required.
  7. Preview the copied form before publishing it.

Review all settings after copying, including direct enrollment, linked-form configuration, email communication, fees, subscriptions, privacy notes, and conditional logic. Do not assume every configuration should remain unchanged in the new form.

Delete an Application Form

The Delete Form option may be available from the three-dot menu.

  1. Locate the required form.
  2. Select the three-dot menu.
  3. Select Delete Form.
  4. Review the confirmation message.
  5. Confirm the deletion only when the form is no longer required.

The Delete Form option may be unavailable when the form has already been published, used, linked, or associated with applicant records. A disabled option indicates that the form cannot currently be deleted.

InfoImportant: Deleting a form may permanently remove its structure and configuration. Confirm that the form is not needed for future use or historical reference before deleting it.

Add a New Application Form

To begin creating a form:

  1. Select Add Application Form in the upper-right corner.
  2. Enter the requested form information.
  3. Continue to the application form builder.
  4. Add and configure the required fields.
  5. Preview, save, and publish the form when complete.

The detailed form-building process is covered in Create and Build an Application Form.

NotesNote: Available forms and actions may vary according to the selected school, form status, and the user’s role and permissions.

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