Create a Form Using the Items List

Last Updated on May 13, 2026

To create a form starting from the Items List tab, do the following:

  1. Select the Items tab.
  2. Select a content area from the Content Area dropdown.
  3. Search for items in the search field, or add filters to narrow your search.
    • Note: For Final forms, all items you select must have matching criteria for Content Area, Grade, Standard and Access Point.
  4. Click ADD next to the item(s) you want to include on your form.
    • Note: For Final Forms, items selected must equal exactly 5 points.
  5. Click Create Form.
  6. On the Form Definition page, enter a unique form name in the Form Name field.
  7. Select a purpose from the Form Purpose dropdown menu (see Form Purpose in the Item and Form Management Overview).
    • Note:
      • If you select Final, new fields will display with the criteria automatically selected.
      • If you have selected items with different Content Areas, Grades, Standards and Access Point you will not be able to select Final from the dropdown. You will have to select either Baseline or Instructional.
        • Your Content Area will automatically be set to UNSPECIFIED.
  8. When you are done editing the form, do one of the following:
    • Click Publish if you are creating a Final form and the form is ready for use. The form status will change to Published and you will not be able to edit the form.
      • Note: Items in the Items List cannot be previewed once a form has been Published. If a form has been published, use the View/Print button to view all items on the Form.
    • Click Save if you want to keep the form in Draft status and continue editing.
    • Click Cancel to exit editing the form and discard any unsaved changes. The form status will remain as DRAFT and will contain any previously saved information.