For any Built In Form, a new property is now present titled “Show Field.” This will allow administrators to determine what fields are completed by their team and which are not.
The built-in forms include the following:
Adding or Removing Fields From the Built-In Forms #
To access these forms and update the new check box, click on the “administration” tab followed by “form admin.”
Choose “Built-In Forms” followed by the form of your choice.
Automatically, you will be shown all of the fields available in this form and will also see the following:
- Label
- Required for form completion
- Required for client completion
- Show Field
For more details on fields outside of “show fields”, see the documentation here.
To adjust whether a field is seen and completed by your team, select the “edit this row” option (left of the field you’d like to edit).
- To ensure this field is NOT shown and filled out by your team, deselect the check box to the right of “show field.”
- If you DO want this field to be shown and filled out by your team, ensure the checkbox is selected.
Click “save”
NOTE: There are fields within the Built-In forms that can NOT be unchecked.
These include the following for each specific form:
- Client Profile Form
- Status
- Client #
- First Name
- Last Name
- Cell Phone #
- Court Case Occurrence Form
- Status
- Open Date
- Close Date
- FP Intake
- Intake Date
- FP Release
- Release Date
- Physical Placement Form
- Intake Date
- Release Date
- Placement Type
- Care Provider
- Program Placement Form
- Intake Date
- Program
- Release Date