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Counselors: How to Build and Share Forms

Cristina Hernandez Updated by Cristina Hernandez

Forms are part of Assignments, a suite of tools in Scoir that helps counselors guide students through college and career readiness. With Forms, you can easily collect information and feedback from students or parents, all in one place.

Forms must be shared through a Task to start collecting responses. Once you add a Form to a Task and assign it to students or parents, they’ll be able to complete and submit their responses right in Scoir.

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🎥 Watch a video: Getting Started with Forms

Scoir is always evolving! Some newer features may not appear in this video, but it should still be close enough for you to follow along.

If your school is part of a district that uses Scoir’s network services, Forms can be created and published across schools by district admins to ensure consistency and reduce duplication. Talk to your admin about whether network-managed Forms are a good fit for your district.

Step 1: Start a New Form

  1. Go to Assignments > Forms. This is where all of your school’s Forms will live — created by you, your team, or (if applicable) your district.
  2. Select +Add Form.
  3. This opens the Form Builder, where you can begin creating your Form.
    You'll see:
    1. Form Fields on the left, where you can add question types and elements.
    2. A Form preview area in the center.
    3. Form Settings on the right, where you can:
      1. Enter the Form title and (optional) description.
      2. Turn the Accepting Responses toggle on/off to start or stop collecting responses. By default, it is turned on.
      3. Check Users cannot resubmit to limit respondents to one submission.
      4. Check Visible to teachers to share responses with teachers writing recommendations.
  4. When you’re done with basic setup, click Save Changes to save your form and start building out the questions.

Step 2: Build Your Form

After creating your form, you’ll add questions and organize the layout.

Use the Form Fields panel on the left to add questions and content. You can include open-ended fields like Short Text or Long Text for written responses, or multiple-choice options using Single Select or Multiple Select fields. You can also add Section Headers or Text Blocks to organize your form and provide additional context.

On the right, the Field Settings panel lets you customize each question by adding a title and instructions, setting response options, and marking questions as Required. You can also map fields to existing custom properties if you want responses to update student data automatically.

Editing Tips:

  • Click any question to edit or reorder it by dragging.
  • Click the trash icon to delete a question, or the copy icon to duplicate it.
  • Deleting a question from a Form already shared with respondents may affect existing responses (see FAQ section).

When you’re finished building or updating your form, click Save Changes to confirm everything is saved. Your new form will now appear in the Forms table. To preview it, click the three-dot icon next to the form's row and select Preview Form.

Scoir automatically saves your progress while you’re creating or editing a form that hasn’t been shared with students or parents yet. Once a form has been assigned, changes will not save automatically — you’ll need to click Save Changes to make sure your updates are applied and visible to respondents.

Step 3: Share a Form

To collect responses, Forms must be shared through a Task.

To share your Form, go to Assignments > Tasks and create a new Task or edit an existing one that has not yet been assigned. Add your Form to the Task, then go to your Student Roster to assign it to students or parents/guardians.

Related resources: Creating and Managing Tasks in Scoir — Learn how to set up, assign, and manage Tasks.

Step 4: View and Manage Responses

Once your Form has been shared and respondents begin submitting answers, you can view and manage responses right from the Forms tab.

View All Responses

  1. Go to Assignments > Forms and select the Form name.
  2. You’ll see a table with each respondent’s details, plus columns for every question in your Form. For long text answers, click View Response in that column to see the full answer. You can also turn on Only show submitted responses in the top right to focus on completed entries.
  3. To view everything a respondent submitted, search for and click their name in the table to open a panel with all of their responses. From there, you can download a PDF of that user’s responses or add their responses to MyDrive.
  4. (Optional) To download all responses, click Export to save a CSV file. If you only want completed submissions, turn on Only show submitted responses before exporting.

View a Student’s Responses from Their Profile

You can also view a student’s Form responses directly from their profile.

Go to the student’s profile, select Assignments, find the Task that includes the Form, and click View Response to see everything they submitted. (This option is only available for student responses.)

(Optional) Map Custom Properties to a Form

Mapping connects form questions to custom properties, letting you capture data that automatically appears in your student roster.

  • A custom property can only be mapped once within a form.
  • When a mapped form is submitted, the student’s property updates with their response.
  • If a property already has a value, respondents can view and update it during form submission.
  • Avoid editing or deleting custom properties after mapping, as that can overwrite responses.

Example: If you map a form question to a “Career Interests" custom property students can update their response each year, and the newest answer will replace the previous one in the roster.

When mapping to a custom property, edits cannot be made to the response options within the form. If necessary, edits can be made directly to the custom property.

Be aware that changing the name or options of a mapped property will update the corresponding fields in the form. If you delete a property, the mapping will be removed, but the form question and its answer choices will remain unchanged.
For Counselors: Using Forms - mapping a custom property to a multiple select question in a form
Which form fields can be mapped to custom properties?

Short Text fields can be mapped to text-based custom properties.

Multiple Select fields can be mapped to multiple select custom properties.

Single Select fields can be mapped to single select custom properties.

Date fields can be mapped to date custom properties.

Number fields can be mapped to number custom properties.

Single Checkbox can be mapped to single checkbox custom properties.

Closing a Form

If you no longer want to collect responses:

  1. Go to Assignments > Forms. Then, click the three dots next to the form (•••), then select Edit Form.
  2. In the Form Settings panel on the left, toggle off Accepting Responses.

Duplicating Forms

To reuse or modify an existing form without starting from scratch:

  1. Go to Assignments > Forms. Then, click the three-dot menu next to a Form (•••), then select Duplicate Form.
  2. The copied Form will open in the Form Builder with “(Copy)” added to its name. Edit the title, description, or questions as needed — changes save automatically.

Duplicated Forms don’t include past responses and can be assigned just like new ones.

District Forms

Districts can create Forms to gather specific information using the same guidelines above. If your district has any Forms that apply to the students at your school, you can easily view them by turning on the Show network-managed forms toggle.

Counselors cannot edit or delete district Forms.

Frequently Asked Questions

What does mapping to a custom property mean?

When you map a form question to a custom property, the student’s or parent's response will automatically update that property. This makes it easy to collect information and use it in the student roster, including in filters, columns, and saved views.

Each custom property can only be mapped once within a form.

• Any changes counselors make to the custom property value will be visible to the student the next time they open the form.

• If the student submits an updated response, their answer will overwrite the counselor’s change.

• If the counselor edits the property after the student submits, the counselor’s edit becomes the stored value for that mapped question. Avoid editing or deleting custom properties after mapping, as that can overwrite responses.

Can I edit or delete form after it's been assigned to students or parents? What about after they submit their responses?

Yes, counselors can edit forms after they have been assigned and even submitted by students or parents, but should do so with caution.

The impacts of editing a form after it has been assigned and/or submitted are as follows:

1. Deleting a question means you won't be able to view its responses because it will be gone.

2. When new questions are added, respondents will see them the next time they open the form.

3. When answer choices are added or removed, respondents will see the changes when they open the form. Previous submissions under old options remain visible until students resubmit with the new options.

Can students or parents resubmit their responses?

Yes! If you need students or parents to resubmit their responses for any reason, you have two options:

1. Mark the task associated with the form as incomplete. This returns the assignment to the respondent's list of incomplete tasks, giving them the chance to complete it again.

2. Assign a new task with an updated description and due date, prompting the respondent to review their original submission. Link this task to the same form. This allows them to modify their responses and resubmit when they access the form.

Can districts create and use custom properties in their Forms?

Yes. Districts can create custom properties and map them to district-managed Forms. This allows student data to stay consistent across all schools in the district. When a student transfers within the district, their mapped property data moves with them, helping each school maintain the same information without re-collecting it.

A few key things to know:

• Schools must assign district Forms through Tasks for students to complete them.

• District-created custom properties and Forms cannot be edited or deleted by school-level counselors.

• Student information only transfers within the same district. It does not move between schools in different districts.

How did we do?

Counselors: Assigning and Managing Tasks

For Counselors: Creating, publishing, and editing Surveys

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