Add filter for future year Parents in School Forms

We send forms to parents who are returning in the next year school. Currently, there is no way to filter on just returning parents. (The school year is only attached to students.) Anyone who signed a contract for the following year would do for our purposes.

  • Kirstin McDonald
  • Apr 23 2022
Blackbaud Enrollment Management
  • Attach files
  • Kirstin McDonald commented
    April 25, 2022 17:14

    Ash, I like that idea as well. Similar to using a query for a report in MS Access, a List that pulls parents for enrolled students in the following year would work.

    Attachments Open full size
  • Ash Smelkinson commented
    April 25, 2022 12:01

    Pulling it by the submission status of the contract would probably be an issue, since everything defaults to students staying enrolled unless otherwise withdrawn. I haven't looked into this in detail myself, but I wonder if in the future there would be a way to integrate the Lists features so that Forms can be connected based on those results, since that would presumably allow for more specific recipients.

    Attachments Open full size

Related ideas