This article and video shows an example of a form that you can create for your school in the Forms Creator
This article and video is intended to show you which settings to select as you create the form and a few tips on linked and payment fields. There's also a link to an example report you can use to help you organize your lunch orders.
In some cases, you may want to change one or more of these settings. For example, you may choose to do a Family form (one form per family) vs a User form (one form per student). There is an example of each below.
Also, for payments you have the option to use ClassReach's online payment option to select "Customers may pay immediately upon form submission." For more details on payments please go to this article - Add Payment to Forms.
Family Lunch Form
Step One - Form Settings
Each page to set up the form is shown here with options. You may change as needed. The due date of the form and payment is set for the Friday prior to the week of Apr 1 to ensure orders can be sent to the restaurant in time.
Financial Settings: You will need to have a Financial Account and Category set up for your lunches prior to building the form.
Step Two - Form Content
The form's content is set up with four pages - Tuesday, Wednesday, Thursday and Payment Information. Each page asks how many children in the family will be ordering that day.
The pages are set up differently to show you a few different selection/ordering options.
The question field is a number field and it's at the top of each page - Tuesday, Wednesday and Thursday.
Field Type: Number
Field Title: "How many children in your family will purchase a Tuesday hot lunch this week?"
Caption: "Please select 0 if not ordering a Tuesday hot lunch this week."
Required: Yes
There are four student sections - Student One, Student Two, Student Three and Student Four. Create one section with two fields in it and then duplicate it three times. Each section has conditional logic set on the Advanced tab to show on the form based on the response to the "how many children...will purchase..." question.
Field Type: Section
Field Title: Student One
Advanced Tab: Enable Conditional Logic
Logic Statement for Student One: Show this field if any of the following are true: "How many children in your family will purchase...?" is greater than 0.
Logic Statement for Student Two: Show this field if any of the following are true: "How many children in your family will purchase...?" is greater than 1.
Logic Statement for Student Three: Show this field if any of the following are true: "How many children in your family will purchase...?" is greater than 2.
Logic Statement for Student Four: Show this field if any of the following are true: "How many children in your family will purchase...?" is greater than 3.
Tuesday:
Each Student section has two fields - Student first name and Student order. The order field is different for each day.
- Student first name field
- Field Type: Text
- Field Title: Student one first name
- Required: Yes
- Student order field (this field will take a number of sandwiches and multiply by the amount per unit to charge the family. For example - 2 sandwiches x $6.00 = $12.00)
- Field Type: Number
- Field Name: Student one chicken sandwiches ordered.
- Enable Payments: Yes
- Max Value (optional): <enter a number here to limit the max number of sandwiches a student can order>
- Allow Decimals: No
- Amount Per Unit: $6.00
- Line Item Description: Chicken Sandwich
- Category: Lunch Orders (General) <This is the same category as you set up for the form>
- Required: Yes
Wednesday:
- Student first name field
- Field Type: Text
- Field Title: Student one first name
- Required: Yes
- Student order field (this field will take a number of sandwiches and multiply by the amount per unit to charge the family. For example - 2 sandwiches x $6.00 = $12.00)
- Field Type: Checkboxes
- Field Name: Student one selections:
- Caption: Please check as many as apply
- Enable Payments: Yes
- Display Type: Checkboxes
- Choices: (enter for each choice - item, price and Invoice description)
- Hamburger, $4.00, Hamburger lunch
- Cheeseburger, $4.50, Cheeseburger lunch
- Hot dog, $3.00, Hot dog lunch
- Required: Yes
Thursday:
- Student first name field
- Field Type: Text
- Field Title: Student one first name
- Required: Yes
- Student order field 1 (this field will take a number of slices of pizza and multiply by the amount per unit to charge the family. For example - 2 slices x $2.00 = $4.00)
- Field Type: Number
- Field Name: Student one slices of pepperoni pizza:
- Enable Payments: Yes
- Max Value (optional): <enter a number here to limit the max number of slices a student can order>
- Allow Decimals: No
- Amount Per Unit: $2.00
- Line Item Description: Pepperoni pizza
- Category: Lunch Orders (General) <This is the same category as you set up for the form>
- Required: Yes
- Student order field 2 (this field can be duplicated from the first and edited)
- Field Type: Number
- Field Name: Student one slices of cheese pizza:
- Enable Payments: Yes
- Max Value (optional): <enter a number here to limit the max number of slices a student can order>
- Allow Decimals: No
- Amount Per Unit: $2.00
- Line Item Description: Cheese pizza
- Category: Lunch Orders (General) <This is the same category as you set up for the form>
- Required: Yes
Student Lunch Form
This same form could also be set up as one separate form for each student instead of one form per family. This would actually simplify the form and the reporting. A few notes on how it would be different:
- The guardians would have to fill out a separate form for each of their children
- There would be more financial charges
- The form gathers info about users (one for each student), so a few minor differences in settings.
4. The content of the form could be condensed into one order page and one payment page using the same order fields from the family form above
Reporting on your Responses
Using our custom Form Responses Reports, you will be able to create a report for each day's order, add up the items ordered and make your order with a local restaurant and then distribute the food to the right students based on their order.
See the Report Example - Lunch Form Responses for details.
For more detail on creating and editing form content please see the following articles:
Creating a Form - Step Two (Editing a Form)
To see a list of all our Form articles and videos