Tables and Fields are fundamental to creating Forms, Reports, Auto Actions, and Templates.
Forms are used to view and enter data into SAM. There are a few categories that can be attributed to forms that we'll describe in this guide.
Form Categories
Categories to describe forms that you'll need to understand when editing or building your forms.
- Form Layout - designation for how a form is displayed on screen, either vertical or horizontal.
- Form Usage - how will the user primarily interact with this form. Options are View and/or Edit.
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Form Type - form settings that designate how a form can be used.
- Cover Page
- Public Form
- Main/Container Form
- SubForm
- Multi-record Table Forms
Form Layout
Vertical
Fields can be grouped in sections that organize information into boxes. Sections can be setup in a one or two column display.
Example of Vertical View Form with multiple sections grouping fields.
Horizontal
These forms can hold multiple fields (up to 5 fields) per row and can be configured to have multiple rows.
Example of Horizontal Edit form with five rows.
Form Usage
Edit Forms
- SAM cannot display non-editable, "view" fields on edit forms, such as Timeline, Calculated Age, Length of Stay, Full Address.
Example: Public Family Application Form set as Edit
View Forms
- Fields on view forms can be edited one at a time through a popup.
- Some fields combine data for better display, such as 'All Phone Numbers' or 'Full Address.' These fields are not editable.
Example: Internal Copy of Family Application Form set as View
Form Types
Cover Page Forms
- It's possible to configure different Cover pages for main entities through Cover Page Redirect settings, should you have multiple requirements per program.
Public Forms
Main / Container Forms
Main / Container forms are based off a Main entity or Case table. These forms are the primary form a user accesses and can contain Sub-Forms.
Sub-Forms
Sub-Forms display data for Multi-record tables or may be created for formatting information. In Form Customizer, sub-forms are defined with a dashed line around the fields that make up the Sub-Form. Sub-Forms may be the only thing on a Main form.
Rules for using Sub-Forms:
- Sub-Forms are added to Main or Container forms.
- Sub-Forms display beneath fields on the Main/Container form.
Example: Main/Container Form in Form Customizer showing a Sub-Form
Example: Main/Container Form with 2 Sub-Forms set as View / Horizontal
Multi-Record Table Forms
SAM allows users to use and build forms based on multi-record tables. There are two options for setting up these forms, depending on how users will enter data: entering one record at a time or allowing users to enter multiple records simultaneously.
Single Record Forms
Single record forms allow users to enter or edit one record at a time. These forms can be linked to Multi Record Forms as the form to add, edit, or detailed view for one record at a time.
Example: Single Record Edit Form, so users can enter one reference at a time.
Multi Record Forms
Multi record forms allow users to view or edit multiple records at one time.
When displayed as an Edit Form, users select a number of records to enter data for and enter all information requested at one time.
Example: Multi-Record Edit Form where users can select # of references and input information for all at one time.
Multi-record forms set as view often display an overview or subsect of data for the records.
Example: Multi-Record View Form where users can see all references information entered.
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