Create a section
You can create sections, like folders for published forms, to keep all forms regarding different topics together. Before you can submit a form, you need to add that form to a section.
To add a new section, follow these simple steps:
Click the three-line menu.
Click Configuration, then click Services.
Choose the relevant service.
Click Sections, then click New Section.
Enter the name of the section and click Create.
Delete a section
⚠️Warning: When deleting a section, this also deletes all the submitted forms within the section.
You can delete sections by following these steps.
Click the three-line menu.
Click Configuration, then click Services.
Choose the relevant service, then click Sections.
On the right of the section, click the bin icon.
Add a form to a section
After a form has been created, you need to first associate it with a section to submit it against a client case file.
⚠️Important: A form can only be associated with one section. Removing a from will delete all previously submitted forms.
To do this, follow these simple steps:
Click the three-line menu.
Click Configuration, then click Services.
Choose the service, e.g. Client records, then click Sections.
If you want to create a new section, click New Section, then add a label.
Edit the relevant section, then click Associate Form.
Select the required form and then select the required form properties below.
Click Save.
Property | Description |
Singleton | A form that can only have one submission per case. These forms can be edited but not submitted twice. |
Editable | Forms that can be edited by users who have permission. |
Copyable | Provides the ability to copy a previously submitted form. |
Deletable | Allows users who have permission to delete submitted from. |
Show Full Form | Works in conjunction with singleton and shows the entire form when a section is accessed. |
Display Columns | Defines which columns are displayed when initially entering the section, e.g. Form name, submitted by. |
Quick Links | It provides the ability to link two forms together. |
View which section a form is under
If you are unsure which section a from is under you can view this by following these steps:
Click the three-line menu.
Click Configuration, then click Form.
Select the relevant form.
Under Associated with Services, it shows which section the form is located in.
Edit section
After you have created the section and you need to edit it to make the form editable or deletable, for example, you can do this by following these simple steps:
Click three-line menu.
Click Configuration, then click Services.
Choose the service, e.g. Client records, then click Sections.
Find the relevant section and click the edit icon.
Click the edit icon on the relevant form.
Make the relevant changes, then click Save.