How do I create/configure/build/publish a new Form?

New Forms are created in Form Settings. To begin creating a new Form, click the +Add Form button. 

• Configure your Form 
• Build a Form
  • Creating new fields
  • Copying fields from other forms
  • Pre-populate with data from recent submissions
• Publish a Form

Configure your Form 

In the Add Form dialogue box, enter the Name of the Form. 

If you wish to provide additional information or instructions about the Form, enter the text in the Information/Instructions comment box.

Select which roles you wish to give permission to submit or view the Form. Click the  multi-select button under Roles able to submit form to choose the roles that will be able to submit the Form on web or mobile. Users in roles other than those selected here will not be able to submit the Form anywhere except Form Settings. If no roles are selected, all users will have permission to submit this Form. 

Click the  multi-select button under Roles able to view form to select the roles that will be able to view the Form once it has been filled out and submitted on web or mobile. If no roles are selected, all users will have permission to view the submitted Form. 

Next, select the Form Type. The following types are available to select:

• Regular: this type should be selected for forms you create for the web and mobile application unless the form needs to be attached to a Task or Event Task or accessed by users in the Family Portal.
• Task: select this type if the form will be attached to a Task. Learn more about Tasks.
• Event Task: select this type if this form will be attached to an Event Task that can be automatically triggered when a vital reading that is above or below a specific threshold is recorded for a client. Learn more about Event Tasks.
• Family Portal: select this type if the form should be available for users in the Family Portal to view and complete from a client's profile in the portal. Learn more about setting up forms for the Family Portal.
• Visit: this form type is a legacy type that is not associated with any current functionality. It should only be selected on forms of this type that were migrated from Forms 1.0 to 2.0.
• Ticket Task: this form type is a legacy type that is not associated with any current functionality. It should only be selected on forms of this type that were migrated from Forms 1.0 to 2.0.
• In out: this form type is a legacy type that is not associated with any current functionality. It should only be selected on forms of this type that were migrated from Forms 1.0 to 2.0.

• OASIS: select this type of form if the you need the OASIS form content to be used for xml export to CMS. Learn more about OASIS with this article.

Use the Clinical Event Name field if you are creating an Event Task Type Form and wish to include the name of the clinical event the Form is tied to. This field is for informational purposes only. 

If you have configured Form Categories, you can use the Category field to select the correct Category for the Form. To use a language other than English, enter a different language in the Language field. 

Check which attributes you wish to assign to the Form. The possible attributes include: 

• Requires Clock-In: a user must be clocked in to a Visit or Service to complete a Form. 
• Display Report in Client Dashboard:  if selected, the Form will appear as a tab on the Client Dashboard (as a Sticky Form) on the mobile app after Care Plan and Progress Notes.  
• Exclude from Visit Reports: the Form will not be included in the Visit Report.
• Pre-populate with the Most Recent Report: details from the most recently submitted submitted Form will automatically populate when filling out the Form for a Client. 
• Approve Automatically: if selected the Form will be approved automatically upon submission. 
• For Admin Eyes Only: only users in an admin role will be able to view the Form in Client Forms or Visit Forms.  This setting overrides roles selected in the Restrict View To field. 
• Notify Alert Queue: enabling this setting will ensure that an email or SMS notification will be sent according to your Notification Rules.
• Visit link required: enabling this setting will allow for filtering of the form to ensure that the submissions are linked to visits. Learn more about linking forms to visits with this article.

Once you have entered all relevant information, click Save to create a Draft of the Form.

The Form will automatically open to the Form Builder. It will also be added to your list of Forms in Form Settings with a Status of Draft. 

To change your Form's configuration from the list in Form Settings, click the arrow next to Build and select Configure. Or, click the Config button from the Form Builder to open the Form Config box. 

Build a Form

To begin building your Form, find your Form in the Form Settings list and select Build to open the Form Builder. 

Creating new fields

On the left, you will see a list of the blank components available for you to design your Form.  Learn more about Basic Components and Advanced Components in the Form Builder. 

Drag and drop the components you wish to use into the Form. Fill in the necessary fields for each item in the Edit Component box, and click Save.

To edit the name of a field or section, click on the icon. To move a field or section, click on the icon. To delete the field or section, click on the icon. For more information about the Form Builder, refer to this article. 

To add a new section to the Form, click +Add Section or drag the Section component into the template. 

To add a new section to the Form, click +Add Section or drag the Section component into the template. 

Once you have finished building your Form, select Preview to see what your Form will look like. 

Copying fields from other forms

You may toggle the “Existing Fields” panel to search for existing draft and active forms in the forms library, and copy those fields into your new form.

Each of the sections in the existing form will then appear as an expandable list, from which you can drag and drop, or double click and add to your draft form in the builder.

Expand each section on the left to view the fields to copy.

Drag or double click the field you would like to copy into the desired location in the draft form. Click on "Save" to confirm your selection.

You may also drag or double click on an entire section and copy it to your draft form in the builder. Click on "Save" to confirm your selection.

⚠️Please note that the display logic from the existing form will not be copied into the draft form. Be sure to reconfigure the display logic as needed in your draft form.

Pre-populate with data from recent submissions

As of December 2023, Form Builder can now configure individual fields in a form to pre-populate from the most recent form submission. This will appear as a new checkbox setting on each of the individual basic component fields.

If the form was already configured with the pre-populate setting at the form config level, this will remain true. For those forms with this setting applied, all fields will have this setting checked and disabled for consistency. In order to configure individual fields, uncheck the setting at the form configuration level first. 

Publish a Form

Once you have configured and built a Form Draft, you must publish the Form for it to become active. Select the Publish button in the Form Builder. 

You will receive the following message: Are you sure you want to publish the form [Form Name]? Click Publish to continue. 

The Form's Status will change from Draft to Active. 

You can also publish a Form from the the list of Forms in Form Settings. Click the arrow next to View for a Form in Draft and select Publish. 

Once a Form has been published, you can complete the Form for a Client on web or mobile. 

Learn More

• How do I use the Form Builder?
• What are the Basic Components available in the Form Builder?
• What Advanced Components are available in the Form Builder?
• How do I add a Form for a Client on web?
• How do I add/complete a Form on mobile?