We are excited to announce the latest release of SchoolSet! This update brings powerful new mapping capabilities for importing form data, greater flexibility in customizing your online registration flow, and enhanced control over automated notifications. We have also refined our AI assistants, improved financial reporting optimizations, and resolved a wide range of bugs to ensure a smoother, more reliable user experience.
Digital Forms & Workflows
We have significantly upgraded the backend logic of Digital Forms to handle more complex data imports, mapping, and workflow management.
Key points
Advanced Form Data Imports: We have overhauled how form data is imported into the system. You can now properly map fields to distinct records (e.g., separating Father/Mother details into Parent 1 and Parent 2, or separating details for multiple students).
Duplicate Checking: The form import process now includes intelligent duplicate checks. If a family or parent already exists, the system will append or update their existing record with the most recent information rather than creating duplicates.
Workflow Upgrades: You can now change the order of your workflow stages directly, and add custom fields straight from the workflow stages section.
Enhanced Conditional Logic: Conditional logic is now fully supported for Option Selection fields.
Where is it located
Digital Forms and Workflow settings are accessed directly from the Main Menu.
Registration & School Setup
We have added more customization options to help schools create an intuitive and seamless enrollment experience for parents.
Key points
Reorder Registration Steps: Schools now have the option to change the order of Online Registration steps (for example, allowing you to present the Documents or Forms step which may contain a financial aid form at a better place in the flow).
Migrate Grades: Added a structural option to easily migrate grades that are currently set up with classes into grades without classes (and vice versa).
Cleaner Formatting: Removed the "Maiden Name" question from Father profiles to ensure forms look professional and added a default country code setting for schools so phone numbers can simply be entered as 10 digits.
Where is it located
Registration flow and grade structures are managed under Settings.
Financials, Billing & Communications
Financial tools have been optimized for faster loading, and we've added more granular controls to your communications and contract formatting.
Key points
Automated Notification Control: You now have the ability to explicitly turn on or off specific automated notifications (both email and SMS), including alerts for payment notifications.
Paper Contract Improvements: For better clarity with vouchers and subsidies, Paper Contracts now list the exact "Date" of the charge rather than "Due Date," and "Total Paid" and "Total Credits" are now separated into distinct lines.
Cancelled Transaction Status: You can now manually change the status of a cancelled transaction back to "Accepted" or "Scheduled" (and vice versa) as needed.
Customizable Headers/Logos: You can now edit already-uploaded logos and headers, so they properly fit your document text.
Speed Optimizations: We have built out significant optimization for our most data-intensive financial pages. This means areas dealing with complex fees, payments, and pledges will load significantly faster.
Where is it located
Notification controls are found in Settings.
Financial adjustments are located in Financial → Contracts.
AI Enhancements
Our AI capabilities continue to grow, bringing smarter form building and data access.
Key points
AI Form Builder Relocation: The AI form building tool has been fully integrated into the main Seti AI assistant.
Custom Field Access: The AI assistant can now read and access data within your Custom Fields, allowing you to query customized data.
Better Email Drafts: Improved the way AI handles paragraph breaks and newlines when generating email artifacts, preventing text from turning into a single block.
System Refinements & Bug Fixes
This release includes crucial bug fixes across all modules to ensure data integrity, smoother processing, and a cleaner user interface.
Digital Forms & Workflows
Fixed a bug where activating reCAPTCHA on a form prevented it from being submitted.
Resolved an infinite loop error that occurred when navigating between the form table and the edit page.
Fixed an issue where conditional logic was failing to trigger correctly on Checkbox and Toggle fields.
Fixed a bug where custom fields were not refreshing or displaying correctly on the workflow page without manual dragging.
Fixed an AI bug where asking to build a form could result in duplicate "Payment" elements (which are restricted to one per form) and cause the page to crash.
Resolved an issue where opening a form via a direct link (instead of sending it to a targeted audience) caused system tags to display raw code.
Fixed a bug where the FORM_LINK tag failed to appear when attaching a form to a broadcast.
Fixed empty page pagination errors when filtering the Forms list.
Financials & Donors
Resolved an issue where downloading a receipt would fail if the parent did not have an email address on file.
Fixed a receipt generation bug that occurred when a tuition contract payment was routed to use a fundraising donation receipt template.
Fixed an issue where Donations were not displaying on the Payment Report when filtering by a specific academic year.
Fixed errors occurring when attempting to add or edit a donor with an empty address or missing "correspondents" field.
Resolved a pagination error in the Pledge Details and Campaign pop-up windows that displayed more records than existed.
Fixed an issue where an uploaded logo image failed to display in the Statement header.
Online Registration & Academics
Fixed a bug where a family's address would disappear during Online Registration if the user clicked "Previous" and "Next."
Resolved an issue where Online Registration was incorrectly scheduling immediate payments for the following day instead of the current day.
Fixed an issue where Online Registration forms were failing to filter properly based on the assigned audience.
Expanded the date picker limits on the Parent DOB field during registration so parents no longer have to manually type older birth years.
Fixed an issue on the Report Cards page where overriding default grades from the drop-down list failed to save.
Fixed a bug on the Attendance page where attendance remained marked as "active" even after all students were fully marked, and ensured the selected date doesn't revert to today's date when switching between tracks.
General Usability Fixes
Resolved an error preventing users from saving edits to notes containing line breaks.
Fixed a system error regarding "longitude integrity constraints" during data uploads.
Fixed the Parent Portal access switches in the Edit Abilities pop-up window so the "All" toggle functions correctly.
Added missing filtering capabilities to the Entities page.
Ensured specific phone numbers format correctly across all system views.