Start Here Before Creating a New Form

Before starting to build a new form in SAM, you'll want to make a plan. Answer the questions below to think through your form and how it will be built before starting to Create a New Form.  

Why are you building this form? 💡

• What is the purpose of this form? 
• How often will this be filled out? 
• At what point in your process is this form used? Is this form completed during a specific Case Stage? 

Making these decisions will assist you with connecting this form to your process and setting the correct table for the form. It can be helpful to have a partner to strategize with - our team is ready to help!

Who completes this form? ✅

• Which staff will enter this form? 
• Will clients or external professional partners complete this online through a public form? 

How will users access the form? 🔖

• Will this form be accessible from the web or via email with a link to this form? 
• Will this form be accessible by users from a client’s cover page? 
  • What Cover Pages will users view the form from? 
  • If you need to print, create a Template to pull the data. 
• Who is sharing this form?

What does your team need when a user completes this form? 😊

• ​​Where do you want the user to be directed to?
  • Message of thanks and more info
  • Another SAM form or other website for payment processing or more information
• Do you want any fields to be automatically entered?
• Who should be notified when the form is submitted? 
  • Notifications can be set up using a Template and Auto Action.