Documentation Index

Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Creating Custom Forms

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Accessing the Forms Section

1. Navigate to Settings -> Forms from the the top right dropdown under your nursery
2. This page displays all existing forms and their details

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Creating a New Form

1. Click the “Add Form” button in the top-right corner
2. You’ll be taken to the form builder interface

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Using the Form Builder

The form builder is divided into two main sections: the Form Builder (left side) and Live Preview (right side).

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Form Information Section

Basic Settings:

• Form Name: Enter a descriptive name for your form (required)
• Description: Add an optional description explaining the form’s purpose
• Auto Assign: Toggle to automatically assign this form to new staff members or children
• Staff Can Create: Allow staff to create this form through the register
• Staff Can Read: Allow staff to read these form submissions for children

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Building Form Sections

Forms are organized into sections, which contain fields. Each form starts with one section by default.

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Adding Sections

1. Click “Add Section” to create a new section
2. Enter an optional Section Title (e.g., “Child Information”, “Medical Details”)
3. Add an optional Section Description for additional context

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Section Management

• Reorder: Use the up/down arrows to move sections up or down
• Delete Sections: Click the trash icon (you can’t delete if only one section exists)

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Adding Form Fields

Within each section, you can add various types of fields:

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Field Types Available

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Adding Fields

1. Click “Add Field” within a section
2. Configure the field properties:
   • Field Name: The label users will see (required)
   • Field Type: Select from the dropdown menu
   • Required: Toggle to make the field mandatory
   • Placeholder Text: Hint text for text fields. This appears in the text box before a user starts typing.
   • Parent Editable: Determines if a parent can edit the field, or needs a staff member to edit it (e.g. a staff signature)
   • Help Text: Additional guidance for users that appears underneath the form

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Field Management

• Reorder: Use the up/down arrows to move fields up or down
• Delete Fields: Click the trash icon to remove unwanted fields
• Field Options: For dropdown and multi-select fields, add/remove/reorder options

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Dropdown and Multi-Select Options

For dropdown and multi-select fields:

1. Click “Add Option” to create new choices
2. Enter the option text
3. Delete unwanted options with the trash icon
4. Minimum 2 options are required

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Form Preview

The Live Preview button on the right shows how your form will appear to parents/guardians. Note: The preview is for visual reference only - you cannot submit data through it.

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Saving Your Form

1. Click “Save Form” when you’re satisfied with your design
2. You’ll receive a success confirmation
3. The form will be available for assignment to children or staff