Create New Form

Table of Contents

Overview

Form Considerations

Forms are the foundation of your ShareVision site. Forms should be designed to satisfy requirements of your agency and capture data necessary to your success. It is a good idea to become familiar with the forms that are already in place to determine if they meet your needs. These existing forms can be modified as may be required or hidden and not used at all.

Forms should be as simple as possible while extracting the required information in the correct format
Data should only be entered in one place
Headings can be used to break a form into related sections to make it more readable
Field type "Information" and "Help Text", found within each field's attributes, can be used to provide a descriptive details of what users should be entering into a specific field

Getting Started

Start with a simple form at first.
Have a printed copy or similar example of the form you want to create.
Consider whether any of the data in the form already exists elsewhere in ShareVision and doesn't need to be in this form.
Consider naming conventions and use the same name for throughout the site. For example, people who receive services are named clients by default. If that name works for you, then use it consistently.
Consider if the form needs any headers to break it into sections. Think of a name for each header.
Consider if the form needs any information fields or help text included with any fields.
The form fields can be edited and modified.

☑️ Requirements/Dependencies

• Login with ShareVision Administrator permissions.

\uD83D\uDCD8 Instructions

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.

Steps to create a form

1. Click on your name in the upper right hand corner of your ShareVision site.

2. On the menu that appears, select Site Administration.

3. 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.

4. Click on Create new form

5. Enter a name for the form. Form names should be short and descriptive. i.e. Client Risk Assessment

6. 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.

7. 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.

8. 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.

9. Consider the options in each field as they are added and adjust as desired.

10. Change the order of fields by clicking on it and dragging it into a different position.

11. When all field are added click Save.

12. 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.

13. Review the form and then click Cancel (do not save the form) or Save (save the form).

14. If changes to the form are needed click on Edit This Form to continue adjusting the form.

15. To edit an existing field, mouse over the field to access the field menu which has 3 options:
    Delete
    Edit
    Copy

16. Select Edit to make changes. Then move to the next field. When done click Save.

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