Forms 3.0 Field Types

A description of each Forms 3.0 field and how it's used.

Forms 3.0 has a lot of familiar fields from Forms 2.0, with a few notable additions: Date, Calculations, and File Upload. There have also been significant improvements to fields like Signature and Time. This video will go over how to use every field type.

The training video above covers how to use each of the following fields:

1. Text Field - Short text answer.

2. Text Area - Long text answer (description, narrative, etc.)

3. Number - Field for only number entries (can be marked "calculable" if it will be used in a custom calculation.)

4. Time - Field specific for time (defaults to user's current time.)

5. Date (NEW) - Field that allows staff to easily select a date from a calendar.

6. Dropdown - Dropdown field with selectable options.

7. Checkbox - Single checkbox or multiple checkboxes for questions where multiple answers can be selected (i.e. "select all that apply.")
 
8. Radio - Select boxes where only one answer can be selected (i.e. an assessment rating scale.) 

9. Signature - Field for staff or clients to sign electronically. Update: you are able to require a signature only if certain other fields are completed. 

10. File Upload (NEW) - You can now upload documents to a client's chart from within a form. This can be used to prompt staff to upload insurance cards, treatment history information, or any other external document while filling out required forms. Once the form is saved, uploaded files will be available in the "Uploaded Document" tab of the document manager.

11. Calculation (NEW) - Custom calculation can be created using calculable fields within the form as well as constant values. This is used for calculating assessment scores and other total amounts. Learn more about creating calculations here.