Advanced Form Properties

Advanced Form Properties houses more properties of the form that can be adjusted. Some settings displayed on this screen are set when initially creating a new form and cannot be updated. 

Advanced Form Properties Sections

What is the name and base entity of form you are creating?

• Form Name - Used to identify the form. It's helpful to have correlated forms maintain a consistent name structure when locating forms under the list of forms (Settings > Form Customizer or Public Form Links)
• Form Title - This is displayed to users at the top of the form. This can be different from the Form Name and may have the same title as other forms for a consistent experience for users. Title the form in relation to what a user should accomplish on a form. 
  
• Form Entity Type - This is the primary table this form is based on. 
• Form Parent Entity Type - This is the parent table to the Form Entity Type

What type of form?

• View Form or Add/Edit Form - Settings as to whether the form is set as a view or edit. Forms can be set as both or one or the other. 
• Cover Page - Settings to make the form a landing form to access a client record. 
• "Add Case" Form (for Cover Page Only) - An Edit Form linked to the Cover Page, which specifically adds a new case for that record. This is only available for records that have a Case table. 
• Public Form - Setting to designate if Form is an Public Form for End Users. 
• Event-Based - Designates the Form for SAM's Events. These should be set as Edit Forms to allow End Users to register for Events. 
• Sub-Form - Determines whether this Form is available to be used on another Form. 
• Sibling Form - A separate linked Form that mirrors Fields and layout of this Form, but may have different properties. It is common for Public Forms to have a Sibling Form that Users access within SAM to view the responses of End Users. 

Form Orientation & Layout

• Horizontal - Sets the Form in a horizontal orientation. If set to no, the form will have a vertical orientation. 
• Single Column Layout - Updates the Form to  display in a single column vs two-column layout for vertical orientations. 
• Field Titles Vertically Stacked - Sets how Fields and Field Value to be displayed vertically vs side by side.

Multi-Record Form Setup

• Multi-Record Form - Determines if the Form displays many records or just one. This will only be set for forms based upon Multi-record Tables. If set as No, users will be able to enter one record at a time, which is typical when adding or editing. 
• Form Layout | Single Row (per record) - Displays Horizontal Forms in a single row. This is great for simple data and overview forms. 
• Single Row with a Memo Row (per record) - Displays Horizontal Forms in a single row of data with a memo Field on a second line. 
• Edit Row/Record Form - The Multi-record Form linked for users to edit individual records. 
• Order By Fld - The field selected here will set the order for the Form to sort a client's records. 

Multi-Record Form Extras

Sets whether the records are sorted ascending or descending by the Field selected in Order By Fld. 

• Filters/Criteria for Multi-Record Form - Allows a form to display only a subset of records. This can make clearer to users more notable records. 
• Form Stats Enabled - Setting to allow users to filter records on a form.
• Default Number of Records to Show - Limits the number of records displayed at first glance to reduce overwhelming users with information. The count of records shown out of total with a link to view all records when there are records in the Form. 
• Show Totals - Calculates the sum of values where Fields are set to Show Totals. Great for currency and hours! 
• Prefill Form Field from Last Form - Provides a link for SAM to enter all of the form fields from the previous record. This is common for progress and monitoring reports to save users time when the entry requirements are high, but the variation among records is low. 
• Hidden when No Records - Hides the Sub-form from user's view if no records have been entered. This is useful for Cover Pages and data that may not be entered until later in the client process. 
• Text shown next to the drop-down list of numbers - For Multi-record Forms shown on Edit Forms, SAM Leads can specify messaging to provide more context to users when selecting a number of records to provide information for. 
• Maximum Number of Rows/Records that User is allowed to enter - Limits users from incidentally creating more records than they should. 

Editing this Form

• Add/Edit Form same as View Form - Allows a View Form to be set as its Edit Form. 
• Edit Record Form - The Form linked as the edit Form when it's desired to show different fields for edit than on the view. 
• Edit Form Link Title - Override the default wording for Sidebar Edit Form links. 
• Local-Auto-Save Enabled - Allows browsers to save data before submitting to SAM to the local browser's cache.
  • In the event of an automatic logout, data entry to the form (drafts) will persist session-to-session.
  • This feature must be enabled per form and is not enabled by default. 
• For security, it is recommended to logout when a user is done working in SAM. Form data will be destroyed, if user chooses to logout of their session. 

Adding New Records Through this Form

• Add Record Form - The Form linked to add a new record. 
• Add Form Link Title - Rename the Add Form displayed on Sidebar, Main Entity Tab or Home Page. 
   
• Show Add Record Button in Sidebar - Displays a Multi-record Form's Add Button on the Sidebar. 

• Show Add Record Button in Section Header - Displays the Add Form in the Form Header. Display options for the Add Record Form can both be set as yes/no, both locations, or not at all. 
  

• Show Add Entity Button for this Form on Entity Tab - Displays an Add Form on the Entity Tab.
• Add Form Link Order - Orders Add Forms on the Entity Tab and Home Page. 

Subform Visibility

Use these settings to show/hide a subform when specified conditions exist.

• Advanced | Sub-Form Visibility Field - To dynamically hide or show the sub-form based on the answer to this field. Must specify the 'Sub-Form Visibility Field Value' to know when to unhide/show.
• Advanced | Sub-Form Visibility Field Value - When this value is selected/entered the sub-form will be shown. When Yes/No radio-button list or Checkbox you must enter 1 for Yes or 0 for No. For lists, you must enter the Record ID of the List Item.
• Advanced | Sub-Form Visibility Field Title Overwrite (Question) - Allows you to override the Field Title to put it in a Question format.

When this Form is Complete

• After-Save go to Form - Directs users to this Form after clicking save/submit. SAM will provide a selection of Forms as options. 
• Email Notification Enabled - Send an email on submission of the Form. 
• Email Notification Template - Template to be sent via email on submission of the Form. 
• Email Notification To - Who to send an email to on submission of the Form. 

Basic Form Messaging / Messaging at the bottom of this form

Hint shown at the Top of Form

Add messaging to the top of a Form to provide guidance to users. 

Template for Header

Overrides the basic text using a Template for more formatting options. 

Add a Template for Header

Header-Footer-Templates Use Font-Styling from Template

Overrides the style of the message

Header-Footer-Templates Shown on Print Only

Setup the Form for printing. Useful when users print the screen directly vs printing from a Template. 

Bottom Section Header

Title displayed before text at the bottom of the Form.

Bottom Section Text

Allows users to enter messaging on the bottom of the Form. Useful to provide guidance to users at submission of the form. 

Template for Footer

Overrides the basic text using a Template for more formatting options. 

Public Form Settings

• Sidebar Enabled (for Client Forms) - Yes, enables a sidebar option on public forms to provide additional links for external users to access. The sidebar is then configurable through Sidebar Links Manager. 
• Use Regular Submit Button instead of the SAM Save button - changes the save button to a button that says Submit instead. 
• Message to Show After Information is Saved - displays a message to users after saving the form. This can provide additional information or thanks instead of directing the user to another form. 
• After Information is Saved | URL of Page to Redirect to - on save, the user will be directed to another webpage.
• Public Forms | Prompt user to login when duplicate email - when an email address is entered that is already added to SAM, a popup will open requesting the user login. 

When an end user bypasses the popup for Public Forms | Prompt user to login when duplicate email, SAM will create a new record. This is not related to Use Existing Case criteria. 

Public Form Login Screen Settings

• Login/Prefill Option Section Text/Question - allows users an opportunity to login or they can begin the form without connection to their record already entered in SAM. 
• Login Required to View or Edit Form - Yes/No, Yes makes a login required for form entry.
• Login to View Form instead of Add/Edit Form - directs users to a view form instead of an edit form before entry.
• Login Page Title - overrides SAM's default title for the login page. 
• Login Page Text - overrides SAM's default messaging for the login page.
• Login/Prefill Option Section Text/Question - overrides SAM's default question presented to users when login is an option.