How to Link Parent Forms to the WebDesk

Modified on Mon, May 22, 2023 at 8:38 AM

Click here to learn how to create and publish Parent Forms

To have a WebDesk list of students who have filled out a Parent Portal form you will need to create a dynamic list.

To create the dynamic lists do the following: 

Go to: Student Data->Edit Lists 

  •  Create a 'dynamic' student list with your desired list name


Base the student list on the data table of 'ParentFormResult' and build each field the way they are setup in the screenshot below

  • The 'lastUpdatedOn' is optional to make sure you are pulling forms that have been recently submitted
  • The field of 'form ID' is going to be unique for each list so it correctly links to the corresponding Parent Portal Form that the list represents 


This 'form ID' can be viewed via: Parent Access->Forms->Modify Form Template


Once the lists are finished be sure to share them with each user that needs access to them. 

  • Use the 'read only' option to share with users that you want to have access to the lists but not the ability to edit them

Linking the Dynamic Lists to Your WebDesk Home Screen  

Go to: Web Desk->Setup->Home Setup

  • At the bottom of this screen you will see a section for 'Your Student Lists' 
  • Check off each list that you would like to see on your Web Desk Home Screen and click the 'Save Data Peeps' button


Go to: Web Desk->Home, and you will now see all your students who submitted the Parent Portal Form

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