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Blackboard Help

Forms and Surveys

These features are only available if your school has the Forms and Surveys add-on module for Edline.

With the Forms and Surveys module, district and school super users will be able to download user data from Edline, include user email addresses, phone numbers, and identification codes. To learn more, see Download User Data.

Teachers and other district or school staff may create forms or surveys that can be completed online directly through Edline. These documents can be set up to be completed by school personnel only, students in a particular class, parents needing to complete forms for their students, or even community members if the school wants to gather anonymous feedback on a particular topic. The name of the form or survey will be available as a link on the webpage.

Many schools save money on printing costs by using Edline online forms and surveys.

How to Add Forms to Your Website

  1. Open the webpage or folder where you want to create the form.
  2. From the Edline menu bar, click Edit This Page to access the edit mode.
  3. Hover over the section where you want to add the form, and click the Add an item to this box File:en-us/Edline/030_Teacher/050_My_Class_Page_Content/110_Forms_and_Surveys/addicon.jpg icon to access the Add Item Type pallet.
  4. Select Form from the selection box to access the Create Form page.
  5. Type the name of the form in the Form Title box.

    This title will appear on the website.

  6. Type a brief summary for the form in the Form Summary box.
  7. Type or select the date for the form in the Calendar Date box.

    This option sets the form as a calendar event.

  8. Determine which groups to add your form to from the Multiple Posting area.

    This feature enables super users to create the form only once and post it in one step to all the groups they need.

    • From the Manage Form page, select the groups to view the form from the Available Groups box.
    • Click Add.

      To remove a group from viewing the form, click the group name in the Additional Posted Groups box and click Remove.

  9. To add content to the form, click Build My Form in the Setup area to access the Form Builder page.

    You can add different types of questions or fill-in-the-blank information for your form. This section teaches you how to create different sections for your form.

    • From the Manage Form page, click Build My Form in the Setup area to access the Form Builder page.
    • Select the font type for the form from the Default Font box.
    • Select the font size for the form from the Size box.
    • Click Done when you are finished building the form.

    To add instructions for the form:

    • From the Form Builder page, select Plain Text (e.g. instructions to users) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the instructions for the user to follow as directions of the form in the Text area.
    • Click Save and Return.

      The Form Builder page includes the Preview, Edit, Delete, and Clone buttons. Use these features to review the form, change the question, delete the question, or copy the question.

    To create multiple choice questions:

    • From the Form Builder page, select Multiple Choice (only one pick allowed) or Multiple Choice (multiple picks allowed) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Question Text area.
    • Type the response choices in the Choice boxes.

      Tip: To add more responses, click Add More Choices for additional boxes.

    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the form until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • If the user can select multiple choices, enter the maximum number in the Maximum Number of Selections by User box.
    • Type a name for the question in the Short Field Label box.

      It is useful to change each Short Field Label to something that corresponds to the question on the form. This label will make it easier when reviewing data that has been exported for a form.

    • Click Save and Return.

    To create Yes/No questions:

    • From the Form Builder page, select Yes or No from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the form until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create True/False questions:

    • From the Form Builder page, select True or False from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the form until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create text response (essay) questions:

    You can create questions with text responses for your form. There are two types of text questions you can design — where the user types a one line answer, or where the user can type a longer text response.

    • From the Form Builder page, select Short Typed Answer (one line of text) or Paragraph Answer (multiple lines of text) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the form until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • For a short text answer, type the maximum number of characters allowed for the response in the Maximum Characters box. Type the maximum width for the question in the Field Width box.
    • For a paragraph text answer, type the maximum number or rows allowed for the response in the Number of Rows box.
    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create selection choice (drop-down) questions:

    • From the Form Builder page, select Dropdown List (pick one) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Question Text area.
    • Type the response choices in the Choice boxes.

      To add more responses, click Add More Choices for additional boxes.

    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the form until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create hand-in attachments:

    You can create a field in the form where the user can upload an attachment to include in the form. As a result, you can have users upload additional responses, or copies of important documents.

    • From the Form Builder page, select Hand-In (file attachment handed in by the submitter) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the form until the hand-in has been attached.

      Select No in the Required Field? if the hand-in is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create hand-out attachments:

    You can create a field in the form where the user can download an attachment you created for the form. As a result, you can attach additional documents for the user to save or fill-out in addition to the form.

    • From the Form Builder page, select Hand-Out (file attachment handed out by you) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the form in the Text area.
    • Click Browse to search for the location of the attachment, and then click Attach File.
    • Click Save and Return.
  10. Determine whether or not users can review the form after submitting it, from the Setup area on the Manage Form page.
    • Select No from the Users can access their work after submission box to not allow the user to view the form after submitting it.
    • Select Yes - View Only from the Users can access their work after submission box to allow users to view the form after submitting it, but not allow them to make any changes.
    • Select Yes - View and Edit from the Users can access their work after submission box to allow users to view the form and make any changes they want after submitting it.
  11. Determine whether or not the user can submit multiple forms from the Allow more than one response per user box.
    • Select Yes to allow the user to submit multiple forms.
    • Select No to only allow one form per user.

      By setting this option to Yes, the user filling out the form will receive a response identification code they must copy to re-access their information.

  12. Determine whether or not to receive notifications when a form has been completed by selecting one of the following options from the Administrator email notification when responses are submitted box.

    This feature is only available if it has been turned on for your district/school. Contact your Edline administrator (super user) for more information on the district/school policy setting.

    • Do not send an email notification — to not send out emails after the form has been completed.
    • Send an email notification but do not include the response — to send out emails but no details when the form has been completed. Emails will include a link to the individual’s response and a link to the View Responses page.
    • Send an email notification and include the response — to send out emails with the text of the response in the email. Emails will include a link to the individual’s response and a link to the View Responses page.
    • Enter the list of email address to receive the notifications. When notifications are sent, they are emailed to the creator of the form and any emails listed in this field.
  13. Determine whether or not to send an email to the user after submission from the Send confirmation email to users on submission box.
    • Select Yes to send an email to the user.
    • Select No to not send a confirmation email.
  14. Determine whether or not the responses will be anonymous from the Responses are anonymous box.
    • Select Yes to allow the user to submit the forms anonymously.
    • Select No to include the user’s name on the form.
  15. Allow the form to be submitted by users.

    Before a form is available to users, you must allow for form submissions. This feature enables you to continue building the form until it is ready for use.

    You cannot change a form once a user has submitted a response.

    • From the Manage Form page, select In all locations from the Responses area to set the form as ready in all schools, classes, sports, and other activity webpages. Clear this option if you want the form to be available for the current group only.
    • Click Allow Form Submissions to mark the form as available.

      If you need to make changes to the form and no user has submitted their responses, click Prevent Form Submissions.

  16. Click Save and Return.

How to Add Surveys to Your Website

  1. Open the webpage or folder where you want to create a survey.
  2. From the Edline menu bar, click Edit This Page to access the edit mode.
  3. Hover over the section where you want to add the survey, and click the Add an item to this box File:en-us/Edline/030_Teacher/050_My_Class_Page_Content/110_Forms_and_Surveys/addicon.jpg icon to access the Add Item Type pallet.
  4. Select Survey to access the Create Survey page.
  5. Type the name of the survey in the Survey Title box.

    This title will appear on the website.

  6. Type a brief summary for the survey in the Survey Summary box.
  7. Type or select the date for the survey in the Calendar Date box.

    This option sets the survey as a calendar event.

  8. Determine which groups to add your survey to from the Multiple Posting area.

    This feature enables districts with several schools to create the survey only once and post it in one step to all schools in their district.

    • From the Manage Survey page, select the groups to view the survey from the Available Groups box.
    • Click Add.
  9. To add content to the survey, from the Manage Survey page, click Build My Survey in the Setup area to access the Survey Builder page.
    • Select the font type for the survey from the Default Font box.
    • Select the font size for the survey from the Size box.
    • Click Done when you are finished building the survey.

    To create instructions:

    • You can type instructions for users providing them with directions on how to finish the survey.
    • From the Survey Builder page, select Plain Text (e.g. instructions to users) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the instructions for the user to follow as directions for the survey in the Text area.
    • Click Save and Return.

      The Survey Builder page includes the Preview, Edit, Delete, and Clone buttons. Use these features to review the survey, change the question, delete the question, or copy the question.

    To create multiple choice questions:

    You can create multiple choice questions for your survey. There are two types of multiple choice questions you can design — where the user can select only one answer, or where the user can select multiple answers.

    • From the Survey Builder page, select Multiple Choice (only one pick allowed) or Multiple Choice (multiple picks allowed) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Question Text area.
    • Type the response choices in the Choice boxes.

      To add more responses, click Add More Choices for additional options.

    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the survey until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • If the user can select multiple choices, type the maximum number in the Maximum Number of Selections by User box.
    • Type a name for the question in the Short Field Label box.

      It is useful to change each Short Field Label to something that corresponds to the question on the survey. This label will make it easier when reviewing data that has been exported for a survey.

    • Click Save and Return.

    To create Yes/No questions:

    • From the Survey Builder page, select Yes or No from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the survey until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create True/False questions:

    • From the Survey Builder page, select True or False from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the survey until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create text response (essay) questions:

    You can create questions with text responses for your survey. There are two types of text questions you can design — where the user types a one-line answer, or where the user can type a longer text response.

    • From the Survey Builder page, select Short Typed Answer (one line of text) or Paragraph Answer (multiple lines of text) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Question Text area.
    • Determine whether or not the user must respond.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the survey until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • For a short text answer, type the maximum number of characters allowed for the response in the Maximum Characters box. Type the maximum width for the question in the Field Width box.
    • For a paragraph text answer, type the maximum number or rows allowed for the response in the Number of Rows box.
    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create selection choice (drop-down list) questions:

    • From the Survey Builder page, select Dropdown List (pick one) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Question Text area.
    • Type the response choices in the Choice boxes.

      To add more responses, click Add More Choices for additional options.

    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the survey until the question has been answered.

      Select No in the Required Field? if the question is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create hand-in attachment:

    You can create a field in the survey where the user can upload an attachment to include in the survey. As a result, you can have users upload additional responses, or copies of important documents.

    • From the Survey Builder page, select Hand-In (file attachment handed in by the submitter) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Question Text area.
    • Determine whether or not the user must respond to the question.

      Select Yes in the Required Field? to mark the question as required. The user will not be able to submit the survey until the hand-in has been attached.

      Select No in the Required Field? if the hand-in is not required.

    • Type a name for the question in the Short Field Label box.
    • Click Save and Return.

    To create hand-out attachment:

    You can create a field in the survey where the user can download an attachment you created for the survey. As a result, you can attach additional documents for the user to save or fill-out in addition to the survey.

    • From the Survey Builder page, select Hand-Out (file attachment handed out by you) from the Add Item box.
    • Click Add Now for the Question Builder page.
    • Type the question for the survey in the Text area.
    • Click Browse to search for the location of the attachment, and then click Attach File.
    • Click Save and Return.
  10. From the Manage Survey page, select whether or not the user can access the survey after the submission from the Setup section by completing one of the following steps:
    • Select No from the Users can access their work after submission box to not allow the user to view the survey after submitting it.
    • Select Yes - View Only from the Users can access their work after submission box to allow users to view the survey after submitting it, but not allow them to make any changes.
    • Select Yes - View and Edit from the Users can access their work after submission box to allow users to view the survey and make any changes they want after submitting it.

      By setting this option to Yes, the user filling out the survey will receive an identification code which they must copy to re-access their information.

  11. Determine whether or not to receive notifications when a survey has been completed by selecting one of the following options from the Administrator email notification when responses are submitted box.

    This feature is only available if it has been turned on for your district/school. Contact your Edline administrator (super user) for more information on the district/school policy setting.

    • Do not send an email notification — to not send out emails after the survey has been completed.
    • Send an email notification but do not include the response — to send out emails but no details when the survey has been completed. Emails will include a link to the individual’s response and a link to the View Responses page.
    • Send an email notification and include the response — to send out emails with the text of the response in the email. Emails will include a link to the individual’s response and a link to the View Responses page.
    • Enter the list of email address to receive the notifications. When notifications are sent, they are emailed to the creator of the survey and any emails listed in this box.
  12. Determine whether or not the responses will be anonymous from the Responses are anonymous box.
    • Select Yes to allow the user to submit the surveys anonymously.
    • Select No to include the user’s name on the survey.
  13. To allow survey submissions, set the submissions in the Responses area.

    Before a survey is available to users, you must mark the survey as available for submissions. This feature enables you to continue building the survey until it is ready for use.

    • Select In all locations from the Responses area to set the survey as ready in all schools, classes, sports, or activities. Clear this option if you want the survey to be available for the current group only.
    • Click Allow Survey Submissions to mark the survey as available.
  14. Click Save and Return.

    If you need to make changes to the survey and no user has submitted their responses, click Prevent Survey Submissions.