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User Documentation » Settings » Assessments » Form Builder – Cell Control Options

Form Builder – Cell Control Options

When creating your custom forms, you have access to various cell controls. Some controls offer the ability to configure logic flow.  Logic control and flow for example, might be a selection of a radio button in one cell that disables the function of another. Where ‘Logic’ is available, it is listed as ‘L’ or under the section entitled ‘Conditional Logic’. Logic control is not available on 'Checkbox List'.

All forms are output with standard font and cell colours as in the following example

When creating forms and following the selection of a form row/cell, you will be presented with the following list of controls:

Heading

Provides a large font size for title areas of your form, as in this example of ‘Control of Asbestos’.  There are no formatting options; the size and colour are static.

Heading Edit view

 

Heading Form view

 

Paragraph

Used for narrative or instruction about form elements.  Formatting controls comprise Bold, Underline, Italic, Subscript and Superscript, along with bullet points and numbered lists.

Paragraph Edit view

 

Paragraph Form view

 

Textbox

Used for free form text entry when the form is in use. This for example would be used to request input for details about an issue.

 Textbox Edit view with ‘Show Title’ and ‘Required’ check box selected

 

Textbox Form view result with ‘Show Title’ and ‘Required’ check box selected.

Textbox options:
Show Title – adds a title to the entry field
Required – Form validation.  The form will not be accepted as complete until detail has been entered in to this field. In form view, this field will be listed with a red asterisk.
Multiline / Height (Lines) – By default, a text box field is one character high
Live Data  –  Field Link, used in portal forms to dynamically update patient records from data entered -  This will overwrite existing data in the patient record.
Conditional Logic – used to control form flow

 

Numeric / Numerical Range

Allows for numeric data entry option with range control.

Numeric / Numerical Range Edit view

 

Numeric / Numerical Range Form view

 

Dropdown

Enables choice of selection by a drop down list. Only one answer selection is permitted.

Dropdown Edit view showing choices to be available in the drop down list

 

Dropdown Form view

 

Radio List

Similar in function to a dropdown list but all answer options are available at once. Enables choice of selection by radio button. Only one answer selection permitted.

Radio List Edit view showing choices to be available as buttons

Radio List options:

Show Title – adds a title to the entry field.

As Horizontal – Unchecked displays buttons on vertical alignment.  Checked, displays horizontal.

Required – Form validation.  The form will not be accepted as complete until detail has been entered in to this field. In form view, this field will be listed with a red asterisk.

Live Data – Field Link, used in portal forms to dynamically update patient records from data entered -  This will overwrite existing data in the patient record.

 

Radio List Form view

 

Checkbox List

Enables choice of selection by check box. Multiple choice permitted.

Checkbox Edit view showing choice options

 

Checkbox Form view

 

Date / Range

Provides a date picker for a single date selection or as ‘from’ and ‘to’.

Date / Range Edit view showing min and max data range option

 

Date / Range Form view showing date picker

 

Time / Range

Provides a drop down time picker

Time / Range Edit view showing min and max data range option

 

Time / Range Form view showing time picker

 

Image

Allows the upload of an image and selection of whether drawing is permitted. Drawing here for example might be used to highlight a problem area on an anatomical diagram.

Image Edit view

Image options:

Show Title – adds a title to the entry field
Image File: - Provides file explorer for image selection and upload
Allow Drawing: - Enables selection of colour and basic drawing to mark up/over image
 

Image Form view showing marked-up area via the ‘Allow Drawing’ function

 

File Upload

This option is only available with Client Portal forms (Contact and Patient).  It provides Form Builder the ability to upload additional external material to the form as it’s being completed, for example, a sick note when completing an absence type form.


File Upload Edit view

 


File Upload Form view. 

‘Choose file’ presents a file explorer in order to select the relevant file for upload.