Using the Custom Form System

Updated 5/9/2025

The custom form system allows you to build forms and collect data that YouthCenter does not natively collect. Data entered into any form can be reported out in the Reporting System. In 2022, we added the ability to invite others, via email, who are not users of YouthCenter to fill out forms, and the data will be saved directly into YouthCenter.

The above video covers:

🗂️ Introduction  #

• Agenda Overview – 00:00

👤 Custom Forms Locations #

• Residential/Detention – 01:00
• Client “Other” Forms – 02:00 & 05:30
• Client General Profile – 02:14
• Client Medical – 03:30
• Client Medication – 05:00
• Client Service Forms – 05:43
  

📝 Forms vs Reports #

• Form vs. PDF Report Overview – 02:30
  

🛠️ Form Creation Process #

• Creating Forms – 08:00
• Built-in Forms Overview – 08:20
• Custom Forms Introduction – 08:50
• Custom Form Folders & Locations – 08:53
• Creating Folders Under Custom Form Sections – 08:53
  

⚙️ Form Settings & Structure #

• Settings Tab (Creating New Forms) – 11:29
• Build Tab (Creating New Forms) – 18:08
  • Header & Footer Options – 18:20
  • Basic Options Overview – 20:55
  • Adding & Naming Sections – 22:00
• Advanced Tab (Creating New Forms) – 23:00
  • Styling: Subtext, Font Colors, Field Sizes – 23:25
  • Required to Save vs. Required for Completion – 25:35
  • Part Names Explained – 26:30
  • Advanced Tab Continued – 28:30
  • Widgets Overview – 31:10
    

✏️ Editing & Managing Forms #

• Editing Existing Forms – 34:00
• Duplicating Filled Forms for Changes – 35:50
• Score Total Setup & Naming Sections – 36:25
  • Filled-Out Example with Score Total & PDF Output – 40:30
    
  
  

🔐 Security & Reporting #

• Managing Form Security – 43:30
• Filling Out Newly Created Forms (Example) – 45:20
• Form Invitations – 48:21
• Reporting on the Custom form data – 50:20