There are many form configuration options for SAM's forms. Selections will depend on the situation and user experience desired. There are a lot of options, so use this guide as a resource when you're working on forms to get further insight into the options for you.
Name & Base Entity of Form
Form Name - label used for SAM Admins 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 - label 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. It's helpful to users to title the form in relation to what they're expected to use the form for.
Form Entity Type - primary table this form is based on.
Form Parent Entity Type - parent table to the Form Entity Type
Type of Form
Please view our guide on Form Types for additional details on these settings.
View Form or Add/Edit Form - Yes/No whether the form is set as a view or edit. Forms can be set as both or one or the other.
Cover Page - landing form when accessing 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 - Yes/No for if the current form is added as an external form for non-users to enter information into the system.
Event-Based - Yes/No to designate the form to SAM's Event function. These would be edit forms to allow external users to register for events.
Sub-Form - Yes/No to set whether this form is available to be used on another form.
Sibling Form - another form which mirrors the 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 external users.
Form Orientation & Layout
Please view our guide on Form Types for additional details on these settings.
Horizontal - Yes/No whether this form is set as horizontal. If no, the form will have a vertical format.
Single Column Layout - Yes/No, quick setting to change the format for the form to one-column vs two-column.
Field Titles Vertically Stacked - Yes/No, sets how field titles and entry are displayed.
Multi-Record Form Setup
Multi-Record Form - Yes/No, if the form displays many records or just one. This will only be set for forms based off multi-record tables. If set as No, users will be able to enter only one record at a time, which is typical when adding or editing.
Form Layout | Single Row (per record) - displays horizontal form records in a single row. This is great for simple data and overview forms.
Single Row with a Memo Row (per record) - display of single row of data and an accompanying memo ona second line.
Edit Row/Record Form - the form linked for users to edit individual records.
Order By Fld - the field selected to order the form by to provide an organization to the records.
Order Asc/Desc - sets whether the records are ordered ascending or descending by the selected field to order by.
Multi-Record Form Extras
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 within a form.
Default Number of Records to Show - limits number of records displayed to reduce overwhelming users with information.
Show Totals - sums values where fields are set to show totals. Great for currency and hours.
Prefill Form Field from Last Form - provides a link for users 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 report to report is minimal.
Hidden when No Records - hides the form from 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 - specify messaging to encourage understanding of how many records users should select to provide entry for.
Maximum Number of Rows/Records that User is allowed to enter - limits users from incidentally creating more records than they should.
"Add/Edit Form" the same as the "View Form" - Yes, allows the same form to be set as its edit form.
Edit Record Form - form linked as the edit when it's necessary to show different fields for edit than on the view.
Edit Form Link Title - override the default wording for sidebar edit 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.
Form data will be destroyed, if user chooses to manually "logout" of their session. For security, it is recommended to manually logout at the end of an administrative task, ensuring sensitive data is removed from the local browser.
This feature must be enabled per form and is not enabled by default.
Adding new records through this form
Add Record Form - form to add a new record
Add Form Link Title - wording for 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's header.
These options can both be set as yes or in either yes/no combination, or not at all.
Show Add Entity Button for this Form on Entity Tab - Yes/No, displays an add form on the Entity's tab
Show Add Entity Button for this Form on Main Home Page - Yes/No, displays an add form on the Home Page
Add Form Link Order - orders the add forms for this entity on the entity tab and home page
After-Save go to Form - directs users to this form after clicking submit. It may be a view form of the form saved, back to the Cover Page, an additional part of lengthy forms.
Email Notification Enabled - Yes/No, to send an email on submission.
Email Notification Template - template sent via email on submission.
Email Notification To - who to send an email to on submission.
Messaging at the top of this form
Text Shown at the Top of Form - allows users to enter messaging on the top of the form. This is useful to provide guidance for how to enter information to users.
Hint shown at top of form -
Template for Header - overrides the basic text with a template for better formatting. Templates allow images and links to be displayed and easily managed.
Header-Footer-Templates Use Font-Styling from Template - overrides the style of the message
Header-Footer-Templates Shown on Print Only - sets the form up for printing. This is useful when users will print the screen directly vs using a separate template for print.
Messaging at the bottom of this form
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. This is useful to provide guidance to users when they submit the form.
Text Shown at the very Bottom of Form - a text area below the bottom text.
Template for Footer - overrides the basic text with a template for better formatting. Templates allow images and links to be displayed and easily managed.
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.
Auto-Match / Duplicate-Matching Enabled (Public Forms Only) -
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.
Public Form Login Screen Settings
Login and Prefill Option - 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/Prefil Option Section Text/Question - overrides SAM's default question presented to users when login is an option.
Form Creation Stats
Form Created By - who created the form.
Form Created Date - date when the form was created.
Created From Form - displays the form name when a form was created from another.
Form Usage Stats | Last Record Entered through Form By - displays the name of the last user that submitted the form. This will display SAM users or external users.
Form Usage Stats | Last Record Entered through Form Date - displays the date the last time this form was submitted. Useful for determining if forms are recently used.
Form Usage Stats | Last Record Modified through Form By - displays the name of the last user that modified the form. This will display SAM users or external users.
Form Usage Stats | Last Record Modified through Form Date - displays the date the last time this form was modified. Useful for determining if forms are recently used.
Form Enabled - Sets whether the form is enabled. Setting as no will disable the form from users access.
Disabled Form Message/Notification - overrides SAM's default message when a form is disabled.