Table of Contents
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Overview
ShareVision forms were created by us and therefore cannot be deleted. Editing ShareVision Forms and the fields within is limited; forms or fields that are integral to the data structure cannot be changed.
User Forms are forms that are added by you. User forms can be deleted and all fields can edited. ShareVision comes with one user form. You can add as many as you require.
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Sharevision System Generated Form Names and Form Types cannot be edited |
Forms Fields
Form Type: List (Cannot be edited)
Purpose: Makes commonly used fields quick and easy to add for a form. Fields added to this form become "ShareVision Fields" and can be added to other forms.
Expand to view fields in each category
ShareVision Usage: New form development
Editing details:
None of the fields added by ShareVision can be edited or removed
New fields can be added, these fields will become available for use in other forms.
ShareVision Forms in Detail
Agency Announcements
Form Type: Announcements (Cannot be edited)
Purpose: Used for notifications that are of a limited duration.
ShareVision Usage: Home Portal landing page - News
Editing details:
Announcements form type has limited field options
Title field cannot be removed
Body field can be switched from Rich Text to Multi Line Text but any existing data will be lost
Expires field can be removed. However it is not recommended if you want to set items to expire when they reach a date. (Configurable in page part settings - Additional Filter Fields)
Client Intake Information
Form Type: List (Cannot be edited)
Purpose: To capture client's unique information such as date of birth, gender, language and base line information. Integral to “Add client” form chain.
ShareVision Usage:
Client Portal, Client Details Pages - Client Intake Information
Add client form chain
Editing details:
Client field cannot be removed
All other fields can be edited or removed
Additional fields can be added as required by your agency
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The Client Intake Information page part displays Date of Birth, Language Spoken, Health Concerns, Important Information. If you remove or rename any of these fields you must also update the Client Intake Information page part. |
Contact Information
Form Type: List with form version (Cannot be edited)
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Form version allows for fields to be added to all form versions and unique fields to be added to a specific form version. i.e. Email is added to all form versions, but Professional Type is only added to the form version - Professionals. |
Purpose: Tracks basic information about all contacts entered into the system. There is a form version for each type of contact: clients, professionals, and general contacts. Integral to “Add client” form chain.
ShareVision Usage:
Client Portal lists clients and related Client Contact Info on their details page, and their Contacts in the Quick Start.
Contacts Portal lists General and Professional Contacts and their related information.
Integral to “Add client” form chain.
Editing details:
Fields added by ShareVision cannot be removed
When form version exists, editing requires that you select a form version as the first step
Once a version is selected, choice fields for that version can be edited and new fields can be added to the selected version
Fields added to a selected version then become available to be added to other form versions. Available fields are listed under Other Fields.
Contact Relationships
Form Type: List (Cannot be edited)
Purpose: Relates Clients to other people: General Contacts, Professionals and Clients
ShareVision Usage:
Add new relationship found in Clients Portal, Contacts under the heading of Information
Editing details:
Client, Relationship and Contact fields cannot be removed
Relationships can be updated to have more or different choices
Removing or editing choices will affect existing data. Adding new choices is okay
Goal Progress
Form Type: List (Cannot be edited)
Purpose: Integral to a ShareVision Feature. Used in the Goals and Progress Feature to track progress against a goal. Feature must be turned on in Application Settings, General tab
ShareVision Usage: Once the feature is turned on, the Goals and Progress page is exposed in the Client Portal, Quick Start menu under the heading of Forms, with the label "Goals and Progress".
Editing details:
For full details go to Goals and Progress editing
Fields cannot be deleted
Progress Rating field can be edited to change and add choices
New fields can be added
Goals
Form Type: List (Cannot be edited)
Purpose: Integral to a ShareVision Feature. Used in the Goals and Progress Feature to track goals and progress against goals. Feature must be turned on in Application Settings, General tab.
ShareVision Usage: Once the feature is turned on, the Goals and Progress page is exposed in the Client Portal, Quick Start menu under the heading of Forms, with the label "Goals and Progress".
Editing details:
For full details go to Goals and Progress editing
Fields cannot be deleted
Goal Type and Initiated by choices can be updated
Memos
Form Type: Announcements with form version (Cannot be edited)
Purpose: Used for clients and services for short term notifications.
ShareVision Usage: Found on Clients and Services Details pages. Can be set to stop displaying by configuring the expiry date.
Editing details:
When form version exists, editing requires that you select a form version as the first step
Announcements form type has limited field options
Title field cannot be removed
Body field can be switched from Rich Text to Multi Line Text but any existing data will be lost
Expires field can be removed. However it is not recommended if you want to set items to expire when they reach a date. (Configurable in page part settings - Additional Filter Fields)
People
Form Type: List (Cannot be edited)
Purpose: Integral to the data structure throughout ShareVision. Contains the names of all clients, professionals and general contacts.
ShareVision Usage: In all places that use the name of a person.
Editing details:
No editing allowed
People list is not available as a data source in page parts
Service History
Form Type: List (Cannot be edited)
Purpose: Integral to the data structure throughout ShareVision to do with client movement in and out of services using the form chain structure that is a part of ShareVision. Contains a record for each time a client has been referred to or entered into a service.
ShareVision Usage:
Client Portal: Add Client; Add Client to Service, Exit Client from Service
Services Portal: Add Client to Service, Exit Client from Service
Service History: Found in both Client and Service Quick Start
Editing details:
Fields added by ShareVision cannot be removed
Fields can be added
Services
Form Type: List (Cannot be edited)
Purpose: Integral to the data structure throughout ShareVision. Is the master list of all services.
ShareVision Usage:
Services Portal, Services listing
Client Details Page - Services
Editing details:
Fields added by ShareVision cannot be removed
Fields can be added
Support Requests
Form Type: List (Cannot be edited)
Purpose: Integral to a ShareVision Feature, to manage support requests from your staff.
ShareVision Usage:
Staff can fill in requests from "Add View Support Requests" icon found on the top right of every page
Site Administrators can review / respond to requests from Administration Portal
Notifications alert users of support requests (Managed in Site Settings, Notification)
Editing Details:
Fields added by ShareVision cannot be removed
Fields can be added
User Forms
Case Notes
Form Type: List (Cannot be edited)
Purpose: To track how time was spent with client.
ShareVision Usage: Client Portal Quick Start, Case Notes found under the heading of Forms.
Editing details:
Client field cannot be removed
All other fields can be edited
Additional fields can be added
Add Form to Portal: feature is enabled (invoking this features guides you through the steps which are also explained in Add Form to Portal article).
\uD83D\uDCD8 Instructions
Navigate to forms is as follows.
Click on your name in the upper right hand corner of your ShareVision site.
On the menu that appears, select Site Administration.
The Site Administration Home page will be displayed. Select Forms under Site Content.
The page loads existing forms grouped by ShareVision Forms and User Forms.
Navigate to forms is as follows.
Click on your name in the upper right hand corner of your ShareVision site.
On the menu that appears, select Site Administration.
The Site Administration Home page will be displayed. Select Forms under Site Content.
The page loads existing forms grouped by ShareVision Forms and User Forms.
Forms Actions Menu
There are 6 possible options available from the forms action menu which is accessed from the 3 dots in front of a form.
ShareVision Forms have limited options due to their intended purpose and use in ShareVision.
User Forms (Forms added by you) have all options available.
Forms Action Menu options:
View Form Data
Edit Form
Copy Form
Add Form to Portal
Create Report Data Source
Delete Form
Option - View Form Data
Listing of the data entered for the selected form.
Page Ribbon contains the selected option - Form Name and links:
Create a new form submission (Available to User Forms Only)
Allows you to add a record.
Adding records this way is not recommended; forms should be added from the front end.Edit This Form
Takes you to the Edit Form page.
Edit menu for each item is accessed from the 3 dots under the Actions column. Items can be viewed, edited or deleted.
The page loads with 25 items. Number of items can be adjusted as desired up to 1000 items.
Buttons across the top of the page allow you to modify the fields displayed, and then Copy, Export to Excel, Export to PDF, Export to CSV or Print the items / columns on the page.
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Note: Export / print options only include items on the page. |
Column visibility
Allows you to adjust the columns (fields) on the page
Click Column Visibility to open the menu of fields
click field name to add or remove; columns are updated when as they are ticked
Adjust the number of entries (rows) you want in the view
Click on one of the options below to copy, export or print the data.
Copy
Copies the data in the view to your "clipboard" so it can be pasted elsewhereExcel
Copies the data into an Excel filePDF
Copies the data into a PDFCSV
Copies the data to a CSV filePrint
Opens a print preview of the file
Option - Edit Form
Takes you to the Edit Form page where you can make changes to the form.
Editing fields that contain data can result in a loss of data, caution is urged. Review Edit Forms Article before you start.
Adding new fields is okay.
Option - Copy Form
Allows you to copy an existing form with a new name. Once a form is copied it can be edited and changed as desired
Copy Form can save time when creating a form that is similar to another form
Option - Add Form To Portal
This option is not available for ShareVision Forms
Is a quick and easy way to add a new or existing user form to the front end
Detail instructions are in the Add Form to Portal knowledge base article
Option - Create Report Data Source
Makes the data available for use in reports created with the Report Designer tool
Option - Delete Form
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Caution - Deletes the form, the data and removes the page parts and pages that contain the form. A pop-up will show you the affected pages and page parts. You can then cancel or proceed. |
The deleted form can be restored from the Recycle Bin
Deleted pages and page part can be restored from the Portal Settings Recycle Bin (after the form has been restored)
Click Path: Site Administration > Portal Settings > Recycling Bin
