How to Create a Custom Activity & Activity Form

Some Info About Activities

Activities are recorded on Activity Timelines. These historical records are not deleted and are available to the Admin, Teacher, and Customer Account views of Enrollsy and the apps. Here are a few things to make a note of:

Activities that are functional are under the entitiy "Enrollee." The Instructor Activities do not currently function. The only activity that is function under the Classes Activities are the "Enter" and "Exit" classroom Activities. See this article for how instructors can use this to track when they enter and exit a class.
Activities have a display order. The display order on this page is everywhere throughout Enrollsy and in the Instructor and Customer Portals. You can easily change the order by clicking on the six dots to the left of an Activity's icon and dragging it up or down.
There are system Activities. These are commonly used defaults that come with Enrollsy. You can hide all of them except the Check-In and Check-Out (if you don't need to use this Activity, we recommend moving it to the bottom). If you hide an Activity, you can see and add the hidden ones by clicking on the Show Hidden link at the top right of the panel.

Default Activities

You'll notice that Enrollsy has created default Activities. Hide or show these Activities by sliding the colored nob on the right-hand side of each.

You can also rearrange the order of these Activities (they will show up in this order on all portals throughout the Enrollsy software). Select the six dots to the left of the Activity and drag it into the order of your choice.

Create a Custom Activity

Follow these steps to create a custom Activity:

Step 1 - Choose the Correct Entity

Head to the Activities page (My Company > Activities tab). Most Activities are done under the Enrollee entity. Select the plus button inside the dotted box to create a new Activity.

Step 2 - Set Activity Settings

A drawer will appear on the right-hand side of the screen. From here, do the following:

Label the Activity
Select a relevant icon from the Default Icon List or by typing in the search bar
Pick the color from the color blocks or enter your color hex
Assign who can post and who can view this Activity (For an internal Activity for Admins only, leave all boxes unchecked. For an internal Activity that includes Instructors, check whether they can only view or post the Activity)

Step 3 - Attach Activity Form

You can also attach an Activity Form (optional).

NOTE: Activities with attached forms force required fields on the Activity Form to be completed before the Activity can be posted.

Click Save when finished.

Step 4 - Order Activity List

Don't panic if you don't see your new Activity because it's just at the bottom of the list. Scroll down and click the dots to reorder your list as you see fit. That's it!

Create an Activity Form

Do you need to create a customized Form that Customers can fill out on the Customer App? Head to Activity Forms in the My Company settings (click the person icon at the top right-hand of the screen and select "My Company." Under the Forms tab on the top banner of the screen, select "Activity Forms.") and follow these steps:

Step 1 - Add Form

Click the plus button to add a new form. Enter the Form’s title and save.

Step 2 - Add Elements

Next, click the plus button, and a list of field elements will appear. Type in your label and click on the appropriate field for the type of question you want to ask. Click Add to continue.

These Field Elements are the same as those on the Enroll Form builder. See this article for more information on Field Elements.

Step 3 - Edit Field Settings

After adding the element in Field Settings, you can further customize your question. The cog beside the question also opens up these settings:

Click the long label format button if your question is longer than 100 characters.
Make your question required
Change the maximum characters allowed
Under Design, choose an icon (or keep it at the default icon shown beside each element). Type in a keyword to search that type of icon:
Edit the width for Desktop/Tablet and Mobile (open up the Enrollsy page on a mobile phone to check if the Enroll Form is easy to read; you may have to adjust the width if some of your questions are long). Just slide the bar to adjust the width. The width is in 12 column lengths, so the width can be anywhere between "1" and "12."
If your question is a select (either Single or Multiple), add Options. There is also a Upload button in this field where you can upload a CSV document straight into the field. See this article, "How to create a CSV file," for more information.

Step 4 - Other Info

Conditional Formatting

Add additional questions under Yes/No, Single Select, or Multiple Select questions based on a person’s answer. For example, you could add “Please describe” if the answer to “Do you have any allergies” is “Yes.”

In the Enrollsy world, this is called conditional formatting, and it’s simple to do. Click here to learn more about Conditional Logic and how to use it in Enrollsy. Here is an example where if the question "How is the student doing?" is answered with "Not Good," the follow-up question "Explain" shows.