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

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
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

Add / Edit a Field

You can add a new Field by clicking Add Field. This brings up a dialog where you choose what Type (from the list above). Once you click Ok, the Edit dialog will appear. This dialog will vary greatly based on what Field Type you chose. Two examples are shown below.

Nothing is actually added / changed about the Template until you click Save on the main page, so feel free to play around in here until you’re ready to release the Template.

Editing a Title Field is very simple. You only have a single thing to fill out: the title’s content. This is what will be displayed on the Form when someone actually fills it out.

Editing a Number field is more complex. You have several pieces of info to modify here

Label - shown above the actual Number field, to describe what it’s for
Report Column - ignore for now
Description - purely notes for your (the Template maker’s) convenience. This will not appear anywhere else
Placeholder Text - appears in the field to help guide the person filling it out
Help Text - displayed below the field to provide further explanation as needed

Rearrange Fields

Sometimes you will make fields out of order, and need to change that order. You can select a Field (denoted by a yellowish highlight), and then click Move Up or Move Down as appropriate.

Delete a Field

Simply press Remove on whichever Field you wish to remove. Remember that it isn’t actually removed until you click Save! If you accidentally remove a Field, just refresh the page before saving to get it back.

Examples

Here are a few examples to help get you started with making Forms.