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Admin: Display control of fields in Built-in Forms

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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 #
    • Email
  • 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

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