Intro
In order to have people fill out Forms on a Case, you need to setup Form Templates. These can be basic Templates that ask a few text-based questions, or can be complex Templates that require signatures, have many different Fields to fill out, and auto-fills certain fields with information from the Case they’re attached to.
To manage your Form Templates, click the “Form Templates” link in the Navigation Bar
Listing
The Form Templates listing page is fairly simple. You can see some quick info about your Templates, filter and sort by those pieces of info, and create a New Form.
If you click on a Template, more buttons appear in the button bar:
Deactivate - this will not allow any Cases to use this template in the future. This doesn’t affect Cases using this Template already
Edit - takes you to the Form Template Edit page
Adding a Template
When you click New Form, the “New Form Template” dialog pops up. You will have to pick a “Form Type”, and you cannot change it later. This is because Templates have versions, which we’ll talk about later, and this is why you cannot change the type. The type you choose here will appear on the Case page.
Once you have at least one Template for a Type (ex: Triage), that Type will appear on the Case page
Editing
Editing a Template can be a complicated process. We will attempt to break things down as simply as possible.
Basic Info
Here you see the Form Type, Form Name (will be displayed when creating a Form on a Case), and an optional Species field. If you select a Species for this Template, the Template will only be available on Cases dealing with that Species.
You can also click the Preview button to (you guessed it) preview the form as it would appear on a Case.
Fields
A Field is any single line on a Form. All Field types are listed below.
Name | Type | Description | Image |
|---|---|---|---|
Title | Static | Displays a Title (largest heading) |  |
Whitespace | Static | Adds a visible gap between fields | |
Heading | Static | Displays a Heading (medium heading) | |
Paragraph | Static | Displays a block of text | |
Multi-select | Input | Can pick multiple options within a defined list | |
Dropdown | Input | Can pick one option from within a defined list | |
Horizontal Separator | Static | Displays a horizontal line across the page | |
Number | Input | Restricts inputs to a numeric value | |
Textbox | Input | Can enter text in a single line format | |
Multiline Textbox | Input | Can enter text in a multiline format | |
Radio Buttons | Input | Can pick one option from within a defined list | |
Checkboxes | Input | Can pick multiple options within a defined list | |
Label | Static | Displays a Label (smallest heading) | |
Date Picker | Input | Can enter a date | |
Time Picker | Input | Can enter a time | |
Signature | Special | Requires a Vet’s signature to finalize the form | |
Case Images | Special | Displays images from the Case this Template is attached to |
Examples
Here are a few examples to help get you started with making Forms.