Forms - Create a New Form with the Add New ShareVision Basic Form Template

Owned by Lisa Barnett
Last updated: Dec 15, 2023
5 min read

 Overview

To add a new form to your ShareVision site, while you can use the Add a New List option, there is a feature that will create the new form (list) that will require less setup steps. When you use the Add New ShareVision Basic Form to create a new form, the following will be automatically created on the list:

  • Date - Date and Time column with today's date as the default value
  • Individual - Lookup column
  • Program or Residence - Lookup column
  • Staff Person - Person or Group group column
  • View - Single line of text column
  • Content Types enabled on the list with one Content Type: Item


Requirements/Dependencies 

Before working with Forms on your ShareVision site, you will need to

  • Login with ShareVision Administrator permissions 
  • Have developed a plan for the information that you'd like to collect on the form


How to Add a New ShareVision Basic Form

  1. Login to ShareVision with a user account that has Site Administrator permissions. 
  2. Select the gear in the upper right hand corner and then select Site Administration:
  3. When prompted, enter your ShareVision Administrator username and password and select Sign In.


  4. In Site Administration, select Add a New ShareVision Basic Form in the Custom List Templates section:



Create the Form (List)

The form (list) will be automatically created.  

  1. You will be prompted to add a name for the new list. Enter the name for the List and provide a description if one is needed.
  2. Select Create
  3. Select List Settings 
  4. When a list is created using the Add New ShareVision Basic Form, the following columns will have been automatically added to the list:

    1. Date: A date and time column with Today's Date (no time) set as the default value.
    2. Individual: A lookup column that looks up to the Individuals' Full Name column on the People List. 
    3. Program or Residence: A lookup column that looks up to the Program or Residence column on the Programs and Residences List.
    4. Staff Person: A Person or Group column that looks up the list of users that have been added to the GRP All Staff. 
    5. View: A Single line of text column that you won't need to use on the form but can be helpful to include on List Views. 

  5. Add additional columns to the list, as needed. Please refer to: Create a New Form for Users (Add a New List) for more information.

  6. Content Types will have been enabled on the list and a Content Type called Item has also been automatically added to the list:

  7. The five columns that were automatically added to the list have also been added to the Item Content Type: 

  8. You can also add any new columns you added to this list to the content type that was automatically created when you used the template to create this list (form). 


About Content Types

While the Content Type that is automatically created includes all of the columns from the list, you may not require all of them on the form. Alternatively, you may want to make the fields required. You can customize the settings and the name and description of the Content Type. To learn more, please review Create a New List Content Type. 


Using the Form

To display the newly created form so that your users can access it, it must be added as a PagePart to a selected Page

  1. Select the gear in the upper right hand corner and then select Site Administration:


  2. When prompted, enter your ShareVision Administrator username and password and select Sign In.


  3. In Site Administration, select Configure Portal Settings in the Portals and Pages section:
  4. Select the Portal you'd like the Form to be added to. In this example, the Individuals Portal will be selected.

  5. Select the Page you would like to add the form to. If needed, Add a New Page. Please refer to Pages: Set Up and Configuration for how to add a new page

  6. Next, add a PagePart to the Page
  7. Enter the PagePart Name                                                                                                                                                                                                          
  8. For Type, select List
  9. Under Data Source, select the List created in earlier steps
  10. Complete the rest of the PagePart settings as desired
  11. Press Save

The PagePart containing the form will now be available to users on the Portal and Page you selected above.