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Form Builder

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This article outline steps for building a basic form. In most cases, your system should already come equipped with a generic In-Take form. In the event that you would like to customize that form, or create a new form, it may help to first review our Custom Fields article.

This article includes the following topics:

Creating a form

  1. From the Contacts tab, click Custom Fields.
  2. Click Form Builder.
    The Form Builder window opens.
    Capture2.png
  3. Type a name for the form in the Create A New Form field and click the addcheck.png icon.
  4. If desired, click Form Groups. Type a name for the group in the Group Name field, and then click Save. Repeat as needed. Click to enlarge image.
    Form_Groups_2.PNG

  5. Navigate back to the Form Builder page.
  6. In the Add Fields To Form section, do the following:
    • Click in the Select Some Options field and select the field(s) you want to add to your form.
    • Select the Field Group that you would like to add the field(s) to from the Field Group.
    • Click Add Fields.
      Form_Fields_1.PNG
      NOTE
      Every data field in the system (Standard or Custom) will be listed in this box. Standard fields are listed first, in alphabetical order, followed by Custom fields, then Budget Analysis fields.

      form_builder__1_.gif

  7. Click Save Form.

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Editing a form

  1. From the Contacts tab, click Custom Fields.
  2. Click Form Builder.
    The Form Builder window opens.
    Capture2.png
  3. Select the form you want to edit from the Edit An Existing Form menu.
  4. Follow steps 4 - 7 for Creating a form.

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Form field customization

Once fields are added to the form, you will be able to adjust and give additional features to the fields.

Field_1.png

  1. To configure a field, do any of the following:
    • Select Required To Save to require users to input information into this field before saving the form.
    • Select Required To Submit to require users to input information into this field before submitting the contact for enrollment.
    • Select the Co-Applicant checkbox to automatically create a co-applicant version of the field.
    • Type a name for the field that you want displayed in the Field Label field.
      NOTE
      The text that you put in the Field Label box will mask the field name displayed on the form. (EX: SSN can be changed as "Social Security Number")
  2. Do any of the following to make changes to the field itself:
    • To Move a Field: Click anywhere on the field, then drag it up or down.
    • To Delete a Field: Click the Red Circle next to the field name.
    • To Delete a Form Group: Simply delete all Fields listed under that Form Group.
  3. To Add a Space Between Fields: Click in the Add Fields To Form field. Type in a hyphen and under the category Other, click Spacer, then click Add Fields and move where desired. 
    spacer.PNG
    Once added, your form should look like this:
    Capture4.PNG

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Form options

Capture.PNG

  • Default Form: Makes this form used by default.
    (**NOTE: Default For Company and Default For Role will override this)
  • Intake Form: This makes the form available from the “Add a Contact” or “Edit Contact” screens.
  • External Form: Makes the form available for External Form requests. (See External Form article for more information on this.)
  • Custom Portal (Addon): Designate the form to be used on the customer portal. This will display the form data saved for the client under the profile section of the customer portal.
  • File Type: Sets the File Type for the contact being created.
  • Assigned To: This designates which user the contact will be assigned to on creation. “Record Creator” is most commonly used as it will assign the new contact to whomever is filling in the form.
  • Stage / Status: Select the Workflow Stage and Status the client will be placed in when using the form to create the contact.
  • Default For Company: This will override the “Default Form” check box for users of that specific Company.
  • Default For Role: This will override the “Default Form” check box for users of that specific Role.
  • Shared With: Users and Teams highlighted here will define who has access to use the form.
  • Use Single Column: When viewing the form this will display each field on its own row, without this checked the form will be displayed with fields side by side in 2 columns.

 

NOTE
If you need to understand how to create a Custom Field, please visit the Custom Field Page.

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