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Applies To Version(s): 4 |
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* the default delimiter is the colon (unless your ShareVision site has been set up to use a custom character).
Feature 1: Choose Type Section
Administrators
Part 1: Create a Type section heading
Colon is required for this functionality. See example on right.
Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.
Staff
Select a Type to reveal the related questions.
Example below of the fields on a new form:
Feature 1: Create a Type Column to Collect Information Specific to the Option Selected
Adding a Type: Column
On an existing list, add a new column with the Column Name: Type:
Info title Required Column Format When adding the Type: column, it must include a colon : after the word Type.
- For the type of information in this column, select Choice.
- Enter the choices that the user will be able to select when they fill in the form.
- In the Display choices using section, select Radio Buttons
- Ensure Default value: is set to Choice. Leave the default value field blank.
Part 2: Create section questions
- For each section question, create a new column with the format Choice Name: Question.
- Select OK.
For any choice that you added to the Type: column (see step #3 above), if there is additional information you would like to collect when a choice is selected by user, you will need to create additional columns to capture the details specific to the choice selected by the user. Please refer to the table below for examples:
| If the user selects: | These fields should appear on the form: |
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| Critical Incident | Type of critical incident |
Medication Incident | Medication |
| Dosage, if applicable | |
| Administered by |
Adding Columns to Capture Additional Information for the Selected Choice in Type:
A new column to capture additional information based on the choice selected in the Type: column (field) will need to added to the list.
- On the same list that you added the Type: column to (above), add a new column.
- In the column name, you will first need to enter the choice from the Type: column followed by a colon : and then followed by the text relevant to the column you are creating. For example, to add column to capture the Type of Critical Incident when Critical Incident is selected in the Type: field, the column name would need to be entered as: Critical Incident: Type of critical incident
- Select the type of column.
- Next, make selections in the Additional Column Setting section.
- Select OK.
- Repeat for the additional columns (fields).
In following the example above for a Type: column (field) with the 2 choices: Critical Incident and Medication Incident, the columns in List Settings will appear as follows:
Working with the Type: Field on a Form
When a user selects one of the options in the Type: field on the form, the additional field(s) specific to the selected choice will be displayed
| Warning | ||
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On new forms, the Type: column (field) will allow users to make a choice from the available choices listed. Once the form is saved, the choice selected in the Type: field cannot be changed. If a form is edited, the Type: field is read-only. Any of the additional fields related to the choice selected can be edited. |
Feature 2: Expand/Collapse Section
Administrators
Part 1: Create an expand/collapse section heading
- Create a new column with any title to meaningfully identify the section followed by a : (colon)
- Make this a Yes / No (check box) column.
Part 2: Create section questions
- For each section question, create a new column with the format Section Heading Name: Question
Heading name must exactly match the column name in part 1, and include the colon.
Colon is required for this functionality. See example on right.
Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.
Staff
- Section headers expand to reveal questions. Collapse sections to hide questions.
Example below of the fields on a new form:
Feature 3: Applicable Questions Section
Administrators
Part 1: Create an applicable-questions section heading
- Create a new column with any title followed by section:, (e.g., Persons Notified Section:, shown on right)
- Make this a Yes / No (check box) column, with the default set to "No".
Part 2: Create section questions
- For each section question, create a new column with the format Section Heading Name: Question.
(e.g., "Persons Notified Section: Police?)
Colon is required for this functionality. See example on right.
Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.
Staff
- In order to view and respond to the associated columns, check the Yes/No section check box to open section;
- Un-checking a completed section will clear all data previously entered into that section.
Example below of the fields on a new form
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