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Three steps to your form

Here you will learn how to create a form for different purposes, set it up and include it in a course.

Step 1: Create learning resource form

  1. In the Authoring Area click on the link "Create" and select the learning resource "Form".
  2. Enter a title for the form.
  3. The menu "Settings" of the administration appears. Here you can optionally make further settings immediately or later, e.g. store a license in the metadata.

Important

If you want to use the Form in Courses, you do not need to set up the tab "Release" of the learning resource Form any further. Setting up the tab "Release" is primarily relevant if you want to use the learning resource stand-alone.

Tip

Since the learning resource form can be used in many different ways, it makes sense to consider the later use of the learning resource already when assigning the title, e.g. by prefixing it with a suitable abbreviation. This makes it easier to find and assign the form later.

Step 2: Design + finalize form

  1. In the "Administration" of the learning resource Form select "Edit content" and you will get to the Form Editor.
  2. "Insert new layout": Select one of the displayed basic structures for your form. The form is divided into the correspondingly marked areas into which you can insert various content in the next step.

  3. Choose "Add content" and select the desired element. It is best to start with a "Title" and add a short introductory text with the "Paragraph" element to inform the users accordingly.

    To add the next element select "Add content" again. Alternatively, you can also click on the 3-dot option for an added content element and then choose to add before or after it. You will see the selection of all elements again.

  4. Next, select the desired question types and any organizational elements. Save your settings in each case, if selectable.

  5. Repeat the process until the form is complete. If you want to use recurring elements, you can duplicate them using the corresponding icon. If you want to change the order of the elements, you can simply drag and drop them.

  6. When you are done, close the editor by clicking on the title of the form in the breadcrumb navigation. The form is now saved and you can see the form from the users' perspective.

Depending on the type of question you want to create, select "Rubric", "Single choice", "Multiple choice", "Upload file" or "Text input".

For more details on how to use the Form Editor, see the "Form Editor" chapter.

Step 3: Embed form directly in course

  1. Go to the Authoring Area. In the area "My courses" as well as under "My entries" and if necessary under "Favorites" you will find your courses. Start the course in which the form is to be integrated.

  2. Open the "Course editor" via "Administration".

    Select "Insert course elements" and click on the desired course element form, survey or assessment, depending on your scenario.

  3. Go to the respective tab Form or Survey of the course element and add a suitable form here → "Select, create or import file".

    In the case of the course element Assessment, activate "Rubric assessment" in the tab "Assessment" > "Select rubric form".

  4. A list with your form learning resources will appear. Select the prepared form by clicking on the selection tick.

  5. If necessary, you can preview the form in the configuration tab by clicking on the name of the form and also edit it as long as the form has not been edited.

  6. If required, the other tabs of the course element can be configured.

  7. Finally, the course must be published so that the form is visible to the participants and can be filled out.

    To do this, simply close the course editor by clicking on the name of the course in the breadcrumb navigation and allow publishing manually or automatically by selecting "Yes" in the selection that appears. Alternatively, you can also use the "Publish" button in the editor on the right side of the toolbar.

Important

It is also possible to create a Form learning resource directly in the course via the corresponding course element Form, Survey or Assessment. However, those who create it are then often not aware that they are actually creating a new learning resource Form.

Tip

If necessary, also make sure that the configuration of previous course elements or the top course node does not undesirably restrict editing, e.g. by sequential learning steps or undesirable completion criteria in the Learning path tab.

Further information

Mentioned on this page
Authoring - Overview
Course Settings
Forms in courses
The Form Editor
How do I create my first OpenOlat course?
Assessment
Course Element "Assessment"
Learning path course - Course editor

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