Table of Contents
Overview
ShareVision forms were created by us and cannot be deleted. Editing ShareVision Forms and the fields within is limited; forms or fields 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.
Overview of ShareVision Forms
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 page part: 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 Page Part: 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)
Client Information
Form Type: List
Purpose: To capture client's unique information such as date of birth, gender, Language and similar information.
ShareVision Page Part: Client Portal, Client Details Pages - Client Details Info
Editing details:
Client field cannot be removed.
All other fields can be edited or removed
Add fields that your agency requires