I want to be able to do a bulk submission of "as-needed" forms to save time and streamline the process.
Cameron Kolick
Team•
Sep 11, 2024
@Travis Wetzel What is your use case for this? Typically, if forms need to be sent out in bulk, they are typically enrollment, recurring, or completion forms.
Travis Wetzel
•
Sep 11, 2024
I want to send out a form that asks students and employers to confirm Work Study information. I don’t send it out on any recurring basis, but maybe that would be better than as-needed. Thoughts?
Cameron Kolick
Team•
Sep 13, 2024
That’s a very valid point. I think for the sake of you being able to bulk submit, I would put the forms in as recurring. I understand that is very misleading but it would at least accomplish what you’re trying to do. I would set the frequency to something very high like 1000 days so that it doesn’t make the list of experiences look like they all need attention. We will be scoring this so as-needed forms can be bulk submitted in the future but I don’t know when that will be released.
Travis Wetzel
•
Sep 10, 2024
Also a way to view all as-needed forms with status (in progress, error, completed, etc.).
Cameron Kolick
Team•
Sep 11, 2024
Travis, the as-needed forms are listed in a tab when clicking on enrollment, completion, or recurring forms. There is also a tab for all forms to be listed.
Travis Wetzel
•
Sep 11, 2024
Yes, I understand, but the view you are referring to is for 1 student. I would like to see all as-needed forms for all students.
Cameron Kolick
Team•
Sep 13, 2024
I would recommend running the “Form Statuses” report and select the template of the as-needed form you’re having the students complete. This will get you the full list of all submissions and their corresponding statuses.
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Comments9
Amy Ford
May 4
•Merged request
•1 vote
Bulk Form Submissions
Can you please add “as needed” to the form categories under Bulk Submissions New.
John Baker
Dec 15, 2025
•Merged request
•1 vote
Bulk Submission for As-Needed Forms
Cameron Kolick
Sep 11, 2024
@Travis Wetzel What is your use case for this? Typically, if forms need to be sent out in bulk, they are typically enrollment, recurring, or completion forms.
Travis Wetzel
Sep 11, 2024
I want to send out a form that asks students and employers to confirm Work Study information. I don’t send it out on any recurring basis, but maybe that would be better than as-needed. Thoughts?
Cameron Kolick
Sep 13, 2024
That’s a very valid point. I think for the sake of you being able to bulk submit, I would put the forms in as recurring. I understand that is very misleading but it would at least accomplish what you’re trying to do. I would set the frequency to something very high like 1000 days so that it doesn’t make the list of experiences look like they all need attention. We will be scoring this so as-needed forms can be bulk submitted in the future but I don’t know when that will be released.
Travis Wetzel
Sep 10, 2024
Also a way to view all as-needed forms with status (in progress, error, completed, etc.).
Cameron Kolick
Sep 11, 2024
Travis, the as-needed forms are listed in a tab when clicking on enrollment, completion, or recurring forms. There is also a tab for all forms to be listed.
Travis Wetzel
Sep 11, 2024
Yes, I understand, but the view you are referring to is for 1 student. I would like to see all as-needed forms for all students.
Cameron Kolick
Sep 13, 2024
I would recommend running the “Form Statuses” report and select the template of the as-needed form you’re having the students complete. This will get you the full list of all submissions and their corresponding statuses.