Table of Contents
Overview
Where To Find It
How To Do It
Outcomes
Overview
Form routing in Coursedog’s Curriculum Management platform dynamically answers the question “What kind of form are you looking for?” for end users.
The feature ensures that end users are presented with (and thus submit) the correct form for their intended purposes by routing them through a series of questions.
Best practice is to wait to configure Form Routing until after all form creation/configuration is complete.
Where To Find It
PATH: Curriculum Management > Settings > Form Routing
How To Do It
By default, the Coursedog platform initiates Form Routing configuration with two pre-delivered forms for the most common proposal needs: “New Course” and “Edit Course”. These are both set-up with a simple, direct route to a Form placeholder.
Click on the “Option Outcome” boxes on the right to be presented with a drop-down to select the matching form you have created if your institution shares this simple and direct concept of minimal form needs.
In order to be able to select a given form here, the form must be published. You can check whether a form is published by navigating to “Forms” on the left nav and reviewing the “Published” column in that dashboard. To learn more about form configuration and publishing forms, review this article.
If you require additional options (beyond New and Edit) or need to enhance and further specify form selection for these two types based on any variables and variability your institution has, simply:
Select “+Option”.
The box on the left should be used to enter “Option Text”.
The box on the right should be used to select the Next step in the routing process. Typically this is another follow-up question or the recommended form to be used.
Select “+Outcome” in the box to determine the next step.
You can add additional questions or add the proper form the end user should be presented with given their previous answers.
Outcomes
Outcomes can be configured in the platform for specific Roles. By default, all outcomes are shown to all user roles, but by simply unchecking the “Allow all user roles...” checkbox, administrators can specify outcomes by role type.
