Agency Admin - Forms

Topics covered in this article:

• Forms - The Basics
• View Forms
• Create Form
• Enter or Edit Form Information
• Add Field(s) to Form
• Create Custom Field on Form
• Rearrange Fields on Form
• Remove Field From Form
• Delete Form

Forms - The Basics

The Forms tab enables Agency Admins to create and edit electronic forms that are available within client records. Forms are used to collect additional data from clients, as a prerequisite for Program Applications, and can be reported on in Custom Reports.

Forms can contain fields from both the System and Custom Field Libraries. Custom Fields used on forms can be created using the Custom Fields builder or directly within the form. Regardless of where they are created, Custom Fields will always be available in the Custom Field Library.

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View Forms

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. All created forms are shown below

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Create Form

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Enter form name in the text field
4. Click  Create New Form
5. Form is created

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Enter or Edit Form Information

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Locate the form you wish to enter or edit information
4. Click Edit 
5. Enter or edit:
   • Form Title 
   • Form Description - description entered will be displayed as a Form Info Card
   • Default # of days to send reminder - if a form should be filled out in regular intervals, enter the number of days you wish to remind the navigator and client to fill form out again after finalization of the previous form 
6. System saves automatically

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Add Field(s) to Form

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Locate the form you wish to add fields
4. Click Edit 
5. Click Add Row
6. From the System Library and Custom Field Library lists on the left, locate and click the field you wish to add to the form
7. Repeat as needed

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Create Custom Field on Form

For assistance with creating a new custom field, see: "Know Your Field Type!" and "Field Description and Tooltips - The Basics" in Agency Admin - Custom Fields

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Locate the form you wish to create a custom field
4. Click Edit 
5. Click Add Row
6. Click Create New Field - New Custom Field will be shown
7. Click the  edit icon
8. Select the desired Field Type from the drop-down
9. Enter Field Name
10. Enter Field Description
11. Enter custom field Choices
    • Click the "Add response" link - a text field will appear
    • Enter the response/choice 
    • Repeat as needed
12. Indicate if you wish to Display responses horizontally on the form, click the check-box
13. Click Save

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Rearrange Fields on Form

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Locate the form on which you wish to rearrange field(s)
4. Click Edit
5. Locate the field you wish to rearrange
6. Click and drag field to desired position in form
7. System saves automatically

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Remove Field From Form

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Locate the form from which you wish to remove field(s)
4. Click Edit
5. Locate the field you wish to remove
6. Click the  delete icon
7. System saves automatically

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Delete Form

Deleting a form will not remove all finalized forms from the system. Deleting a form will make it unavailable to fill out in client records.

1. Click Agency Admin from the system navigation bar
2. Click Forms
3. Locate the form you wish to delete
4. Click the  delete icon

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