Form Extensions provides allows you to capture specific information based on selections made by the user who is filling in a form. There are three features:

• Type: column (field)

• Expand/Collapse Section

• Applicable Question(s) Section

1. On an existing list, add a new column with the Column Name: Type:

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2. For the type of information in this column, select Choice.

3. Enter the choices that the user will be able to select when they fill in the form.

4. In the Display choices using section, select Radio Buttons

5. Ensure Default value: is set to Choice. Leave the default value field blank.

6. Select OK.

For any choice that you added to the Type: column (see step #3 above), if there is additional information you would like to collect when a choice is selected by user, you will need to create additional columns to capture the details specific to the choice selected by the user. Please refer to the table below for examples:

A new column to capture additional information based on the choice selected in the Type: column (field) will need to added to the list. 

1. On the same list that you added the Type: column to (above), add a new column. 

2. In the column name, you will first need to enter the choice from the Type: column followed by a colon : and then followed by the text relevant to the column you are creating. For example, to add column to capture the Type of Critical Incident when Critical Incident is selected in the Type: field, the column name would need to be entered as: Critical Incident: Type of critical incident 

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3. Select the type of column.

4. Next, make selections in the Additional Column Setting section.

5. Select OK.

6. Repeat for the additional columns (fields). 

In following the example above for a Type: column (field) with the 2 choices: Critical Incident and Medication Incident, the columns in List Settings will appear as follows: 

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When a user selects one of the options in the Type: field on the form, the additional field(s) specific to the selected choice will be displayed

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Part 1: Create an expand/collapse section heading

1. Create a new column with any title to meaningfully identify the section followed by a : (colon)

2. Make this a Yes / No (check box) column.

Part 2: Create section questions

• For each section question, create a new column with the format Section Heading Name: Question
  Heading name must exactly match the column name in part 1, and include the colon.

Colon is required for this functionality. See example on right.

Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.

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• Section headers expand to reveal questions. Collapse sections to hide questions.

Example below of the fields on a new form:

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Part 1: Create an applicable-questions section heading

1. Create a new column with any title followed by section:, (e.g., Persons Notified Section:, shown on right)

2. Make this a Yes / No (check box) column, with the default set to "No".

Part 2: Create section questions

• For each section question, create a new column with the format Section Heading Name: Question.
  (e.g., "Persons Notified Section: Police?)

Colon is required for this functionality. See example on right.

Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.

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• In order to view and respond to the associated columns, check the Yes/No section check box to open section;

• Un-checking a completed section will clear all data previously entered into that section. 

Example below of the fields on a new form

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