Table of Contents
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 used by our code are restricted.
User Forms are forms that are added by you. User forms can be deleted and all fields can edited. There are no user forms on your site until you add your first form.
ShareVision Forms Detailed
Agency Announcements
Form Type: Announcements
Purpose: Announcements form type has limited field options. Ideally it is used for notifications that are of a limited duration.
ShareVision Usage: Home Portal landing page - News
Editing details:
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 element 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)
Case Notes
Form Type: List
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).
Client Intake Information
Form Type: List
Purpose: To capture client's unique information such as date of birth, gender, language and base line information.
ShareVision Usage: Client Portal, Client Details Pages - Client Intake Information
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
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
Contact Information is integral to the basic design of ShareVision and editing restrictions apply.
Form Type: List with form version
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.
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.
Contact Information is integral to the basic design of ShareVision.
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
Purpose: Relates Clients to other people: General Contacts, Professionals and Clients
ShareVision Usage: 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 data. Adding new choices is okay.