Form Customizer

Form Customizer is the tool that allows SAM Leads to create and configure forms, and build new tables and fields. This tool must be enabled to be accessible.

Tables and Fields are fundamental to creating Forms, Reports, Auto Actions, and Templates.

Access Form Customizer

In SAM, click Settings (gear icon) > Forms > select desired Form

Forms are organized by Entity, such as Family, Child, Birth Parent, Person.

Use the drop down options in Filter Forms to narrow form options to assist in finding forms. There are options to filter forms by Table, Field, or Form Type.

When modifying an existing form, the easiest way to access Form Customizer is from the form itself.

In SAM, access a record > access the form that you desire to modify > click Advanced Options (sidebar) > Edit Form

Tools in Form Customizer

Edit Form Layout

This function allows SAM Leads to modify a form's layout.

Users can reorder and delete fields, sections, blocks, and subforms using drop downs for Block, Column, Section, and Order to move fields around the form.

In SAM, click Settings (gear icon) > Forms > open desired Form > click Edit Form Layout (sidebar) > use drop downs to move fields across sections or reorder within a section

Form Properties

Basic options generally set when creating a new Form. The options shown on this screen are dependent on the settings when building the form. Some can be modified through this screen.

Tables on Form

This screen allows users to manage Tables added to the form to display fields. Users can select and deselect tables through this link.

Add Field

In SAM, click Settings (gear icon) > Forms > open desired Form > click Add Field (sidebar) > check box(es) next to desired Field(s) > Save

You will be directed to the Form to reorder the field positions. The field will be shown as the last field on the Container/Main Form. Reorder as desired. See Field Position on Form for more.

NEW Fields must be added to the Table before they can be added to a Form. See Tables & Fields Overview Guide

Delete Field

In SAM, click Settings (gear icon) > Forms > open desired Form > click Edit Form Layout (sidebar) > click Delete button (trash can icon) for desired fields > click OK to confirm

Removing a field from a form does not delete the field from SAM. It will simply remove the field from that form.

Add Section

Sections are available on to organize fields added to the form.

Sections can be formatted into one or two columns. If a change from two to one column and back are desired, users will need Form Blocks or subforms for more complex formatting.

In SAM, click Settings (gear icon) > Forms > open desired Form > click Add Section (sidebar) > name the Section and/or enter a hint > Save

New Sections will be added to the bottom of the Container/Main Form. Organize using Edit Field Position (sidebar).

Vertical Form Sections

Vertical Forms are comprised of multiple sections

Horizontal Form Section

Horizontal Forms are forms that contain one section.

Edit Section Name & Hint

In SAM, click Settings (gear icon) > Forms > open desired Form > click Edit Form Layout (sidebar) > click meatball menu on Section to edit > choose Edit Section > update Section Name and add Section Hint if desired > Save

✏️Note: Section Name is only required on Vertical Forms

Delete Section

In SAM, click Settings (gear icon) > Forms > open desired Form > click Edit Form Layout (sidebar) > click Delete button (trash can icon) for desired section> click OK to confirm

✏️Note: This option is only available on Vertical Forms

Form Blocks

Form Blocks allow you to switch between a one (1) and two (2) column format to improve a form's layout. This function is only available on vertical forms. Horizontal forms do not support Form Blocks.

In SAM, click Settings (gear icon) > Forms > open desired Form > click Edit Field Layout (sidebar) > click Create New Form Block > use drop downs to move blocks as needed > Save

Required Fields

Adding required fields prevents user's from submitting forms without specified information. This is recommended for essential fields only, to avoid blocking all user input.

In SAM, click Settings (gear icon) > Forms > open desired Form > click Edit Required Fields (sidebar) > add a checkmark next to mandatory fields > Save

Enter Special Requirements

There are two options to add conditions to required fields:

When a field doesn't need to be entered - you will accept one of a number of entries, but to submit the form, the user must enter at least one of the fields.
When a field is required only if something else is true - example: Parent 2 email is needed only when Parent 2 Name is not empty.

Sidebar Links Manager

The links shown on the sidebar can be modified from this screen. Links can be Forms, Templates, Reports, or external websites. A few links are not modifiable.

SAM Guide: Sidebar Links Manager

Show Table Titles

Show the Table Title before each Field Title on the Form. This can aid in identifying fields and tables used on the form.

Data Entry on Save

Customize forms to automatically enter data when the form is submitted to get consistent data input and save your team time from manually entering data entry.

Example: When an Intake form is submitted, SAM enters:

Intake Date = Current Date
Case Stage = Intake

In SAM, click Settings (gear icon) > Forms > open desired Form > click Advanced Options (sidebar) > On Save Data Entry (sidebar) > click Add Field > use dropdown(s) to set Table and Field, then set value > Save

To delete, click the red 'x' to stop an entry from being made for future submissions.

Subforms

Subforms are generally used to display Multi-record table data on forms, but can also be used for complex form building to display data beneath other subforms.

Add a Subform

In SAM, click Settings (gear icon) > Forms > open desired Form > click SUB-FORM OPTIONS sidebar) > click Add Sub-Form > select desired subform from the dropdown list > Save

Available Subforms relate to the main entity a form is based on. If a suitable Subform does not already exist, you can create a new one.

Edit Subform

In SAM, click Settings (gear icon) > Forms > filter by Type=Subform using the filters at the top > open desired subform

SAM will open form in Form Customizer to continue building/modifications.

Reorder Subform

In SAM, click Settings (gear icon) > Forms > open desired Form > use Subform dropdown to reposition as desired

Remove Subform

In SAM, open Settings (gear icon) > Forms > open the desired form > use the Delete button (trash can icon) on desired Sub-Form

Note: This function removes the subform from the form, but does not delete the form in SAM

Access Form Customizer for a Subform from Another Form

To edit a Subform, click the meatball menu at the top right and select Edit Subform.

Advanced Options

Under Advanced Options, SAM shares multiple other settings options, which are described below.

In SAM, open Form Customizer of your desired Form > click Advanced Options (sidebar)

Advanced Form Properties

Advanced Form Properties hosts many settings for forms that can be modified when making advanced form customizations.

Rebuild Form

This function will refresh the form after major changes. Sometimes SAM will display a message at the top of Form Customizer stating Form Regen Issue. Clicking this link may correct the issue. If this does not correct the form issue, please contact support@inreachsolutions.com and provide a link to the form you are working on.

Copy this Form

Creates a duplicate form identical in properties and layout to the form currently viewed.

Create Report for Form

Builds a report that contains all of the fields used on this form. This works for Container/Main forms.

Form Modification History

Report of the history of all changes made to this form.

Form Activity Tracking

Report of history of all access to this report.

Disable Form

Disables the form. Users can re-enable the form later.

Delete Form

Deletes the form. Users cannot access the form again.

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Access Form Customizer