The instructions for how to create a form are quite simple. The tricky part is considering which fields to add and how to adjust the options to suit your needs.
Below are the steps for how to create a form followed by detailed information about each field type.
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.
Click on Create new form
Enter a name for the form. Form names should be short and descriptive. i.e. Client Risk Assessment
Form type defaults to list. There are 2 form types, lists and announcements.
List is the form type that will be used to capture your data and will be the one you use most.
Announcement is a special type of form that is used for capturing short term notifications.
Accept the default form type of list.
Description allows you to add internal notes about the form. These notes appear on the forms page and can provide a reminder of the purpose of the form or other details that are pertinent to note.
Add fields to the form by double clicking or dragging a field found on the right side of the page into the area on the left side.
Consider the options in each field as they are added and adjust as desired.
Change the order of fields by clicking on it and dragging it into a different position.
When all field are added click Save.
Click View Form Submissions. The page that loads will show any data entered. From this page click Create a new form submission in order to review your form.
Review the form and then click Cancel (do not save the form) or Save (save the form).
If changes to the form are needed click on Edit This Form to continue adjusting the form.
To edit an existing field, mouse over the field to access the field menu which has 3 options:
Delete
Edit
Copy
Select Edit to make changes. Then move to the next field. When done click Save.
Type: Filtered Lookup. Filters the names of clients from the Contact Information Form.
Purpose: Used to track data that relates to a client (or clients)
Required: If checked, the record cannot be saved unless data is entered in this field
Label: The name of the field as it appears in the form. Client is used throughout the site and the label should only be changed if using another term for client.
Help Text: Entered text will appear in a pop-up next to the label.
Form: Contact Information - cannot be edited.
Form Version: Client - cannot be edited.
Form Field: Person - cannot be edited.
Allow Multiple: allows for the selection of multiple names in a single form.
Advanced Settings: Same for all forms. See insert.
Type: Filtered Lookup. Filters the names of Contacts from the Contact Information Form based on the selected Form Version and limits the names to those that have a relationship with the Client selected in the form.
Purpose: To allow for the selection of names of those who have a relationship to the Client. Used in conjunction with the Client field, which must be included as a field in the same form.
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: The name of the field as it appears in the form. Should be changed if not clear to users.
Help Text: Entered text will appear in a pop-up next to the label.
Form: Contact Information - cannot be edited.
Form Version: Select the Form Version of your choice:
All Form Versions - will show all possible names
Client - will only show names of contacts who are clients
Professional - will only show names of contacts who are Professionals
General - will only show names of contacts who are General
Form Field: Person - cannot be edited.
Allow Multiple: allows for the selection of multiple names in a single form.
Advanced Settings: Same for all forms. See insert.
Type: Filtered Lookup. Filters the names of all General Contacts from the Contact Information form.
Purpose: To allow the selection of names of people added to ShareVision.
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: The name of the field as it appears in the form. Should be changed if not clear to users.
Help Text: Choose a contact from all general contacts (text can be updated)
Form: Contact Information - cannot be edited.
Form Version: General - cannot be edited.
Form Field: Person - cannot be edited.
Allow Multiple: allows for the selection of multiple names in a single form.
Advanced Settings: Same for all forms. See insert.
Purpose: Captures email data and ensures it is properly formatted.
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: The name of the field as it appears in the form.
Help Text: Entered text will appear in a pop-up next to the label.
Placeholder: Entered text will be visible in the field and is meant to be typed over. Default Value field will trump this field if it is being used.
Default Value: Entered text becomes the default data in the field and can be typed over.
Type: Email; cannot be changed.
Max Length: Should be left empty. Limits the number of characters that can be entered.
Read Only: Under Construction
Advanced Settings: Same for all forms. See insert.
Purpose: Captures phone number data and ensures it is properly formatted to what is chosen in Application Settings - General
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: The name of the field as it appears in the form.
Help Text: Entered text will appear in a pop-up next to the label.
Placeholder: Entered text will be visible in the field and is meant to be typed over. Default Value field will trump this field if it is being used.
Default Value: Should be left empty. Entered text becomes the default data in the field and can be typed over.
Type: Phone number; cannot be changed.
Max Length: Should be left empty. Limits the number of characters that can be entered.
Read Only: Under Construction
Advanced Settings: Same for all forms. See insert
Type: Filtered Lookup. Filters the names of all Contacts with the form version Professional.
Purpose: To allow the selection of names of professional people added to ShareVision.
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: The name of the field as it appears in the form.
Help Text: Entered text will appear in a pop-up next to the label.
Form: Contact Information - cannot be edited.
Form Version: Professional - cannot be edited.
Form Field: Person - cannot be edited.
Allow Multiple: allows for the selection of multiple names in a single form.
Advanced Settings: Same for all forms. See insert.
Type: Radio Group - Only one selection is allowed. Highlighted option is the default value.
Purpose: Automate the adding of province to a form.
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: The name of the field as it appears in the form.
Help Text: Entered text will appear in a pop-up next to the label.
Placeholder: Entered text will be visible in the field and is meant to be typed over.
Options: The choices that are available in the form. Only one choice is allowed in this type of field.
Advanced Settings: Same for all forms. See insert.
Type: Filtered Lookup. Filters the names of services from the Services Form.
Purpose: Used to track data that relates to a service.
Required: If checked, the record cannot be saved unless data is entered in this field
Label: The name of the field as it appears in the form. Service is used throughout the site and the label should only be changed if using another term for service
Help Text: Entered text will appear in a pop-up next to the label.
Form: Services - cannot be edited.
Form Version: All form versions - cannot be edited.
Form Field: Service Name - cannot be edited.
Allow Multiple: allows for the selection of multiple services in a single form.
Advanced Settings: Same for all forms. See insert.
Field: Single Line of Text
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: Displays text by default. Rename label to something brief that describes the purpose of the field.
Help Text: Entered text will appear in a pop-up next to the label.
Placeholder: Entered text will be visible in the field and is meant to be typed over. Default Value field will trump this field if it is being used.
Default Value: Entered text becomes the default data in the field and can be typed over.
Type: Single Line of Text
Max Length: Under Construction
Read Only: Under Construction
Advanced Settings: Same for all forms. See insert.
Field: Multi Line Text
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: Displays text by default. Rename label to something brief that describes the purpose of the field.
Help Text: Entered text will appear in a pop-up next to the label.
Placeholder: Entered text will be visible in the field and is meant to be typed over. Default Value field will trump this field if it is being used.
Default Value: Entered text becomes the default data in the field and can be typed over.
Type: Multi Line Text
Max Length: Limits the number of characters that can be typed in. Should be left empty unless character limit is desired.
Rows: Sets the size of the text box available in the edit form by the selected number of rows. When empty no row limit is set and the text box can be expanded by the user.
Field: Rich Text Box
Required: If checked, the record cannot be saved unless data is entered in this field.
Label: Displays text by default. Rename label to something brief that describes the purpose of the field.
Help Text: Entered text will appear in a pop-up next to the label.
Placeholder: Entered text will be visible in the field and is meant to be typed over. Default Value field will trump this field if it is being used.
Default Value: Entered text becomes the default data in the field and can be typed over.
Type: Multi Line Text allows for multiple line of Rich text (including images and hyperlinks)
Max Length: Limits the number of characters that can be typed in. Should be left empty unless character limit is desired.
Rows: Sets the size of the text box avaialable in the edit form by the selected number of rows. When empty no row limit is set and the text box can be expanded by the user.
Advanced Settings: Same for all forms. See insert.
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