View
Fields are shown in display format for ease of reading. Generally, the first screens users access are View forms and their Edit form counterpart is available on the sidebar, which is only available on these forms.
Fields on view forms can only be edited one at a time. Some fields may be combined for ease in reading the information, such as "All Phone Numbers" or "Full Address". Some fields are not editable and are "view only", e.g., Calculated Age.
Edit
All Fields are editable and should organized for ease of data entry. Fields are not combined: Street Address, Street Address Line 2, City, State, Zip. SAM cannot display "view" fields on edit forms, such as Timeline: Calculated Age, Length of Stay, Full Address.
Cover Page Forms
These are landing pages when accessing a client record. Cover pages are view forms and have a sidebar. It's possible to configure different Cover pages for main entities through Cover Page Redirect settings, should you have multiple requirements per program.
Vertical Forms
One or two column display, one field per row, fields can be grouped into sections.
Horizontal Forms
Single column, multiple fields per row display; allows for multiple rows.
Main Forms / Container Forms
Forms based off the Main entity, case or for multi-record tables set to enter one record at time are or can be set as a Main form/Container form. These are the basis of forms in SAM. They hold space for sub-forms.
Sub-Forms
Sub-forms, typically, are based off 1:Many tables, but they can also be used to better format a main form.
Public Forms
These forms allow clients and other external users to enter information about themselves into SAM. These are commonly used for Family Inquiry and Application forms, Donation, and Volunteer Inquiry.
Form Examples
View / Vertical / Two Columns
Edit / Vertical / One Column
View / Horizontal
Edit / Horizontal
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