In This Article:

    Create a New Form

    In This Article:

      The Forms Designer gives you the ability to design very elaborate, multi-page forms.  The designer allows you to set very specific editing on each field such as whether it is required or may be left blank; what type and length of content is allowed, etc.  There is no limitation on the number of fields on a form.  Once you have designed the form, there is no limitation on the number of instances you can assign to a constituent.  Like the Notes function, this allows you to keep track of many year's worth of history for every form.

      1. You may create a new form by selecting Tools, Forms, and Form Manager
      2. Choose the Add button at the top right side of the screen.
      3. The Form Details pop-up box opens. In the Template Name line enter the name of your form.  You may use your Tab key to move from field to field.  NOTE:  When creating the fields and keywords of your form or entering information into the text fields, you will want to avoid using symbols such as:  '&', /,\,*,>, ; and the apostrophe symbol.                                                                                                                                                                                                          
      4. Major Version identifies the form as to which version the form is, first, second, etc.
      5. Minor Version defines if the original (or Major Version) has been   For example, Version 1.1     .
      6. Select the Category and Subcategory from the drop down boxes. These choices were formed when you configured the forms in the previous section under Form Configuration.
      7. Choose the OK button when finished.  The Form Designer screen will open.                                                                                 
      8. Once the desired form is open, select the Add Item.  The Item Editor window opens.
      9. The top part of the Item Editor screen lets you choose the field type. Choose the desired item type (field type) you wish to add. There are ten available options. Each option has different properties to further customize the field. 
        • Text Field- This is used for entering a short amount of text, typically about 30 characters or less.
        • Text Box- This is used for entering a larger amount of text, such as a narrative on a patient visit.
        • Date Field- This is used for entering a date.
        • Date/Time Field- This creates a field for entering the date, plus fields for the hour and minute,
          and option buttons for AM or PM.
        • Dropdown Box- This will allow you to choose from a list of fields that already have dropdown lists associated with them so that you may use that same list in your form. For example, you could choose Constituent Title to have the same list of titles in your form that are available when adding a new constituent.
        • Dropdown (Custom) - This will allow you to create a field with a custom drop down list.
        • Spinner - This will create a numeric field in which an up and a down arrow button will be available to increase or decrease the number in the field.
        • Checkbox- This creates a Yes/No field. The box will be checked for a Yes and left blank for a No.
        • Label- This is not a field that is used for data entry. It will allow you to add text such as instructions to the person who is completing the form, mailing information, or fax information.
        • Constituent Link- This will place a button on your form which will allow you to search for a constituent and place a hyperlink to the selected constituent on an instance of the form. NOTE:  When creating the fields and keywords of your form or entering information into the text fields, you will want to avoid using symbols such as:  '&', /,\,*,>, ; and the apostrophe symbol.
      1. The left side is general information about the Appearance, such as label text and placement, and the size of the item. Some items have adjustable width; some have adjustable width and height.
      2. The right side of the screen controls the Content that is allowed in this field. Some components allow default values. If a default is specified, it will pre-fill on the screen as the user adds this form to a constituent's record. Each component has its own editing for allowed values.
      3. The bottom of the screen shows an Example of the component you have selected, and in most cases, changes its appearance if you change appearance or content parameters.
      4. After setting all of the desired item properties, choose OK. You are returned to the Form Designer
      5. Repeat steps 1 - 8 for each item you wish to create in the first row.
      6. To add additional rows to your form, select the Row . Your options include: Add Row Before, Add Row After, or  Remove Row.
      7. If items in a row are too close together, select the spinner box associated with Lead Spacing. This will adjust the distance between two fields.                                                                                               
      8. If the field box is too close to its own label, select the spinner box associated with Label Spacing. This will adjust the distance between the label and actual field.
      9. Add any desired fields following the above instructions.                                                    
      10. Choose the Save button to save the designed form.
      11. For information on setting the 10 Keywords, review the article, Set Keywords for Form Fields to Use in Queries.
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