Portal Docs v4

Staff

Form Builder

How a form is assembled from typed fields, validated, given conditional logic and published without an engineer.

Access

How a member of staff reaches the screen, and what has to be true for it to open.

Element What it decides Permissions
Navigation Side menu → Form Builder. Me:forms.access

Header

What the band states before anything below it is actionable.

Element What it decides Permissions
Title “Form Builder”, with the number of forms. —
Inside a form The header takes the form's own name, with a back control and whether it is published. —

Main actions

What belongs to the page rather than to one form.

Element What it decides Permissions
New form Opens the new form; the editor follows. Me:forms.create
Publish From inside the editor, where the form's validation is in view; never from the list. Me:forms.publish

Form · New form

What a form needs before the editor opens.

Field Validations Permissions
Title Required. —
Type Required. One of the form types the practice uses. —

Filters

Which forms the list holds.

Element What it decides Permissions
Type Narrows the list to the types chosen. —
Status Draft · Published · Archived. —
Search Finds forms by title. —
View Cards or table — a way of looking, not a filter, and set apart from the filters. —

Table

What one form shows in a row.

Element What it decides Permissions
Form The form's title. —
Type What kind of form it is. —
Fields How many fields it holds. —
Status Draft · Published · Archived. A draft never reaches a patient. —
Last updated When it last changed. —
Updated by Who changed it. —

Row actions

What can be done to one form, each a view of the same form.

Element What it decides Permissions
Editor Fields, steps, validation and conditional logic. —
Preview The form as a patient meets it, at the width chosen. —
Form settings Name, type, who it is assigned to, and when it is asked for. —
Translations The wording of every label and help text, per language. —
JSON The form's definition, for handoff and for embedding. —
Archive Asks to confirm. Set apart at the end of the menu. Me:forms.archive
Delete Asks to confirm, naming the form. Last in the menu. Me:forms.delete

Errors

Not yet written from the code.

API calls

Not yet written from the code.