Dynamic Forms Release 10.2 - May 10th, 2023
Whats in the release? Watch Release 10.2 Overview Video
NextGen Dynamic Forms Release 9
Release 9 has been deployed as of December 2020.
Report an issue - Complete this form to report an issue related to Release 9
Release 9 Documentation
Quick Guide to Enhancements - Quick guide to interface changes and how to navigate through the enhanced platform.
Release 9 Notes - includes details around new features, functionality and the modifications to the user interface.
2020 User Group Presentation - (requires CAS into DF to access) Click the link to view the topics of discussion during the meeting.
Welcome to Yale University’s Dynamic Forms Support Site
If you are external to Yale University and want to leverage our Dynamic Forms Support Site content and materials, please remove all Yale University’s references such as text, emails, URLs, screenshots/images, etc before sharing or publishing.
As we hope to leave this site open to the public so others can utilize the content.
- Thank you
How to enable Return for Revision (Reject) and/or Approve a Form
For forms that require an additional participant to give their approval and e-sign the form, this video shows a detailed process of how an Approver goes about Rejecting (Returning a form for Revision) a form back to the prior participant and how to access the form to e-sign and submit.
The video shows the experience from the perspective of each participant and how they navigate though Dynamic Forms to complete their section of the form.
YouTube > Dynamic Forms Authorizer Training Video
COVID-19 Related Forms
Due to the COVID-19 pandemic we’ve all had to adjust and adapt to the new social norms.
Departments across Yale University may need forms created with urgency to quickly reach out to students, faculty and others to gain important insight and feed back in order to respond to our communities needs at hand. Whether its converting a paper-based form into a paperless form to avoid handling paper, creating a multi-participant form that allows participants to give their approval from anywhere in the world, or simply building a form that is accessible online so that participants don’t need to go to a physical location to pick up a paper-based form, we’re here to help.
If you have questions or need a form created with urgency, please submit an Intake Request and identify it as COVID-19 related or contact our Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu.
UPDATE: Opting-out of e-signature during COVID-19
Due to COVID-19 and the social distancing standards, we strongly suggest that if you do allow Participants to Opt-Out of e-signing, that you instruct Participants to email the image of their ‘wet’ signed, completed form to your department email address, opposed to hand delivering the form to your department location.
Opting out of e-signing a form requires the participant to print the form, then physically ‘wet’ sign the form and scan or take a picture of the completed, signed form and email it to your department’s Yale email address for processing.
However, if it’s a multi-participant form that requires further signatures, we strongly suggest you urge Participants to electronically e-sign the form so that all other participant can complete their sections online, opposed to opting out of e-signing which may require face to face contact to gain co-signers signatures. Or update the Opt-Out Notification to state that “Due to COVID-19 you are currently not allowed to opt-out of e-signing this form”.
New or updated Support Pages
We’ve been adding content to our Dynamic Forms Support Site. To view new or updated content, see Announcements > New Support Resources Available
If you wish there was support documentation for a specific topic related to Dynamic Forms, please email DynamicForms.ITS@yale.edu with your suggested topic and we will do our best to accommodate your request.
What is Dynamic Forms?
Dynamic Forms provides a simple way for non-technical users to take any paper-based form and quickly build a sophisticated interactive, electronic form. The forms can be published anywhere, such as the SIS portal, your YaleSite, or included in an email. This secure, state of the art workflow solution allows you to focus your energies on other tasks instead of manually processing, tracking, and storing documents.
Dynamic Forms is owned by a vendor called NextGen Web Solutions. Yale ITS has a license agreement with NextGen where we pay a base fee that allows for unlimited users. Therefore, taking advantage of this technology is free to you and your department, as there are no additional costs.
Forms Available 24 x 7 – Students/Users have the convenience of accessing and completing your customized forms via the internet on their schedule. Accessible online forms means saving time, paper, frustration, reprocessing costs and presents a better experience for your students, parents and faculty.
Student/User Interface – Students/Users can always come into their account and see and print forms they have submitted and signed. Students/Users will also see any forms which need completion in their Pending area.
Multiple Electronic Signatures – Dynamic Forms allows not just a single signature, but the workflow process allows multiple parties to sign forms as well. Creating a student-to-parent form with a School Use Only section can be done quickly and easily with no technical skills needed.
Single Sign-On with School Portal – Students/Users do not have to remember another username and password. Students/Users can be pre-authenticated from Yale’s Central Authentication System (CAS) into Dynamic Forms with their Single Sign on feature which also enables the ability to prefill fields within a form.
Budget savings: Think about all the things that go into your form processing now. Maybe you have form printing, postage, design costs. It’s very likely that you have processing, reprocessing and storage costs. Maybe you staff up during peak to handle this. Dynamic Forms can help greatly reduce if not fully eliminate some of these costs for you. Save your department and your campus money, bring a great success story to your President.
Other Savings: Would giving and receiving forms more quickly enhance your process and at the same time enhance your student’s satisfaction with your service level? Giving a financially strapped, an international or irate student an option for quicker service may enhance not only customer service levels but may also enhance the perception of the school to a recruit.
Design and Deploy Forms Without Waiting for IT: Use the intuitive Forms Designer to create, update, and deploy forms in minutes. You do not have to take the time for extensive training or need to know HTML code. More importantly, you don’t need to involve IT anytime you wish to make a change.
Integrate with your school’s systems: You do not have to hire extra support to data enter information from paper forms into campus systems. Our export feature allows you to customize output composition and format to meet your specific data input requirements. This feature ensures you can receive the data in exactly the format you require to facilitate the loading of information to your school information or imaging system.
No Hardware / Software to Buy: Dynamic Forms is hosted by Next Gen. IT does not have to worry about support calls, upgrade requests, or purchasing additional servers, memory or software.
Stringent third-party auditing: Next Gen undergoes a SAS-70 Type II audit annually and contracts with third party vendors to evaluate our applications and network for potential security breaches. Our controls and software have been securitized by some of the best and biggest college and university security personnel around the country. Also, as you would expect, we never sell or share any data from our clients.
Campus-wide license: The Dynamic Forms license agreement allows Yale University to use Dynamic Forms across our campus. Yale ITS can set up a department or organization specifically for you (Financial Aid, Admissions, Registrar, etc.) and provide access to your own instance of Dynamic Forms. The incredibly low annual fixed fee its covered by Yale ITS which allows you to leverage Dynamic Forms at no additional costs.
Dynamic Forms ITS Team
Yale ITS has a small dedicated team to help support you and your department throughout the entire process while you design, build, test and migrate your form to Production. Administrative and maintenance support is also provided.
Our team includes 2 Business Analysts and a Designer that build and support Dynamic Forms and 2 Developers that create and support Application Programming Interface (API) service calls to Banner.
Creating a Form
Our Dynamic Forms ITS Team offers 3 options:
1. You build the form - You and your department build the form yourselves with continuous ITS support throughout the process. This allows you to set your own timeline and delivery date.
2. NextGen builds the form - You can pay between $100-$200 per form, depending on the complexity of the form, to have our vendor NextGen build the form for you. This approach requires engagement from you/your department throughout the process and its delivery date can be scheduled to meet your needs.
3. We build the form - You can submit a request and we’ll add you to our queue to have our Dynamic Forms ITS Team build the form for you. This approach requires engagement from you/your department throughout the process and its delivery date is based on our Dynamic Form ITS Teams capacity at that time.
Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu