eMDT Help

	System
	Content Admin
	Form Editor

About the Form Editor And How Forms Are Built Up

The Form Editor allows you to create, build and manage the forms and form lists in eMDT. The structure of how the forms are kept inside eMDT and its Form Editor is shown below.

When you use the Form Editor, you will 'drill down' in this fashion to get to the item you wish to edit or create. For example, if you wish to create a new field on an existing form, you would first select the Form Group, then select the Form itself within that group, you would then select the Page of the form (the page you wish to add the new field to), you would then select the Section on that page, and finally you would create the new Field (inside the section).

Domain.	The Domain is where all the forms and form groups are kept. It is also where you import new forms and export the existing forms.

Groups.	This is a listing of groups of forms. You can have any number of different forms in a group. An example of how you may separate forms into group could be: Colorectal, Oncology, Lung, Liver, Pathology, etc, as their own separate groups. You can separate groups anyway you wish.

Forms.	These are the forms inside the Groups. You can have any number of forms inside a group. A form is made up of pages of sections that contain fields (see 'Fields' below for a description and information about fields).

Pages.	These are the pages that go to make up the form. A form can have one or any number of pages to it. Form pages contain Sections.

Sections.	A section is a box on the page that contains fields. Sections give you the ability to group together fields of a similar nature, i.e. you may have a section called 'Patient Assessment Plan' which contains the fields 'Treatment Plan', 'Intended Operation', 'Date for Surgery', etc. You can have any number of Sections on a page.

Fields.	A field, or Input field, is the white text box that that text is typed into when a form is being filled in. A field can also be a drop down select box, a multi select box, a date picker, or 'Yes' / 'No' tick boxes and 'radio' buttons (round buttons that select one or the other). Fields are inside the forms Sections. You can have any number of fields inside a Section.

Below is an example of a Page from a Clinical Assessment form showing 5 Sections each with their own heading. There are a number of different Input Field types in the sections.

Please Note the

symbol, which is to the right of most of the Fields, is an 'Edit' facility for the drop down lists. This is available to users that have permission to edit forms which is set in the 'Security' section of eMDT. For more information on this, see the 'Editing Lists' section.

	For information about input fields, please see the 'Creating, Editing And Managing Input Fields' section.

	Please note: the form lists are kept and managed somewhere different, they are not in the Form Editor however, you can use and select them them from within the Form Editor.

Accessing the Form Editor

Select the System tab on the top tool bar to access eMDT's system area where you can use the Form Editor to build, edit and manage your forms and form lists (the lists which appear in the forms). After selecting the System tab, you will be presented with the left side menu for all the functions of the System area.

Select Form Editor, under the Content Admin heading on the menu. You will be presented with the following screen - including left side menu: Please note the screen may look slightly different depending on how many and what form groups are in the groups list (in the Groups box)

The First Screen Explained (Edit Domain And Select Group Screen)

A explanation of the items on the screen pictured above. From here onward with this help on the Form Editor, we shall omit the left side menu from the screen shots as you will not need to use it while you create, edit and manage forms. You will next use it when you come to editing lists for the forms in which we shall then bring it back into the screen shots again.

1. Navigation Bar. The Navigation Bar helps you to navigate around the Form Editor. It has headings that reflect the structure of the Form Editor. As you 'drill down' through the form groups, forms, pages and sections, to get to a field, the Navigation Bar populates with links under the headings to reflect the path of which you have just taken. (Some examples of this are below).

Please note, the Navigation Bar is not what you use to select the Groups, Forms, Pages, Section and Input Fields from, it is there as a guide to show you where you are in the Form Editor. As all edit screens look very similar in the Form Editor, the Navigation Bar can be very helpful as a way of knowing where you are. A quick glance at the bar will tell you at what level you are editing, i.e. Form, Page, Section, Field, etc. It is also useful to jump back levels i.e. editing a Field then jumping back to the Form level, bypassing the Section and Page level.

2. Domain Editor.

A Description Of The Features In The Domain Editor Box

Label The label for the Domain, which defaults to EMDT.

Name The name for the Domain, which defaults to EMDT.

Export Forms This is where you export the forms. Currently when you export, you export all forms. They are exported in their Form Groups.

Import Forms This is where you import forms. These are imported in their Form Groups. If a form that is imported is the same as a form already in the eMDT system, i.e. has the same Fields with the same Field names, the same Sections with the same Section names, the same Pages with the same Page names, and has the same Form name, in the same Form Group, the uploaded form will overwrite the current form on the system. If there are any discrepancies between the form on the system and the form you are importing, you will get a both of the forms on the system, from which you will need to check through and delete the one you do not want.

Roles This defines which Roles can edit this Domain. Roles are set up in the Security / Roles area, under the System tab. A Role can contain any number of users under the 1 Role title, in this example we have just the one Role titled 'Doctors'. On this Domain Editor screen, you can set if they can Read or Read/Write which allows them to be able to either just view the data on the Edit Domain And Select Group Screen (Read) or edit the data screen (Write).

Description This is for descriptive text that you may wish to display.

3. Groups.

This is the list of Form Groups. Click on any of the Groups to see the list of forms in that group. You can click on the group Label or the group Name.

Deleting A Group You can delete a group/groups by selecting the tick box next to the group name, then clicking on the Remove Selected button down at the bottom right.

Moving The Group Order You can move the form groups up and down the list by clicking on the arrow icons next to the group you wish to move. This will be reflected on the forms menu in eMDT (for the users).

4. New Group.

This is where you create a new Group for a new set of forms. Type in a Name for the Group and a Label for the Group then press the Create button. The new Group will then appear on the bottom of the list.

Names And Labels

A note on Names and Labels. Names and Labels are carried throughout eMDT's Form Editor. Form Groups have Names and Labels, Forms themselves have Names and Labels, Form Pages have Names and Labels, Sections have Names and Labels, and Input Fields have Names and Labels. Every time you create any of these items, you will need to give it a Name and a Label.

A Name is the unique identifier for the item you have given it to, whether it be a Group, a Form, a Page, a Section, or an Input Field. Names are used by the system to collect and output data for reports, letters, etc. They are also used within the system for calling up data and lists for meetings etc, and generally for management of the data around the system. A Name can be any letters, numbers or words you want them to be. Quite often the Name is made the same as the Label for ease of recognition.

A Label is the text that you see on Form Groups, Forms, Form Pages, Sections, and Input Fields. Unlike the Name, the Label is seen on the Forms by the user. It is the 'visible label' for the Name. A Label can be any letters, numbers or words you want them to be.

The same is true for Names with Groups, Forms, Pages and Sections.

Edit Group And Select Form Screen

Once you have selected a Form Group, the next screen (Edit Group And Select Form Screen) will display the Forms in that Group. The screen looks very similar to the Edit Domain And Select Group Screen however, the list is a list of Forms, not Groups, the Edit box is for the Group and not the Domain, and the New box is for a new Form.

1. Navigation Bar. See 'The First Screen Explained (Edit Domain And Select Group Screen' section, above.

2. Form Group Editor.

A Description Of The Features In The Form Group Editor Box

Label The label for the Form Group you are editing / creating (see 'Names And Labels' above).

Name The name for the Form Group you are editing / creating (see 'Names And Labels' above).

Roles This defines which Roles can edit this Group. Roles are set up in the Security / Roles area, under the System tab. A Role can contain any number of users under the 1 Role title, in this example we have just the one Role titled 'Doctors'. On this Group Editor screen, you can set if they can Read or Read/Write which allows them to be able to either just view the data on the Edit Group And Select Form Screen (Read) or edit the data screen (Write).

Description This is for descriptive text that you may wish to display. It can be useful if you wish to add some help text or extra information about the Group. This will appear when the user places the cursor over the Group name in the side menu in eMDT.

3. Forms.

This is the list of forms that are inside the group you have selected. Click on any of the forms to see the pages for that form. You can click on the form Label or the form Name.

Deleting A Form/s You can delete a form / forms by selecting the tick box next to the form name, then clicking on the Remove Selected button down at the bottom right.

Moving The Form Order You can move the forms up and down the list by clicking on the arrow icons next to the form/s you wish to move. This will be reflected on the forms menu in eMDT (for the users).

4. New Form.

This is where you create a new form/s for the Group you are in. Type in a Name for the form and a Label for the form then press the Create button. The new form will then appear on the bottom of the list.

(For information on Names and Labels, see the 'Names And Labels' section above).

Edit Form And Select Page Screen

Once you have selected a Form, the next screen (Edit Form And Select Page Screen) will display the Pages in that Form. The screen looks very similar to the Edit Group And Select Form screen, and the Edit Domain And Select Group screen however, the list is a list of Pages for the Form you are in, not a list of Forms or Form Groups. The Edit box is for the Form and not the Group, and the New box is for a new Page.

1. Navigation Bar. See 'The First Screen Explained (Edit Domain And Select Group Screen' section, above.

2. Form Editor.

A Description Of The Features In The Form Editor Box

Label The label for the Form you are editing / creating (see 'Names And Labels' above).

Name The name for the Form you are editing / creating (see 'Names And Labels' above).

Colour At the foot of the page of a form is a print button, which when clicked will display the data in the form in a printable format. The colour option here will format the printed ouput in the selected colour.

Data Export This option will download all of the forms of the type selected, alternativley use the Qry Writer which will allow data to be selected or omitted.

Roles This defines which Roles can edit this Form. Roles are set up in the Security / Roles area, under the System tab. A Role can contain any number of users under the 1 Role title, in this example we have just the one Role titled 'Doctors'. On this Form Editor screen, you can set if they can Read or Read/Write which allows them to be able to either just view the data on the Edit Form And Select Page Screen (Read) or edit the data screen (Write).

Description This is for descriptive text that you may wish to display. It can be useful if you wish to add some help text or extra information about the Form. This will appear when the user places the cursor over the form in the side menu in eMDT.

3. Forms.

This is the list of pages that are inside the form you have selected. Click on any of the pages to see the Sections for that page. You can click on the page Label or the page Name.

Deleting A Page/s You can delete a page / pages by selecting the tick box next to the page name, then clicking on the Remove Selected button down at the bottom right.

Moving The Page Order You can move the pages up and down the list by clicking on the arrow icons next to the page/s you wish to move. This will be reflected on the forms in eMDT (for the users).

4. New Page.

This is where you create a new page/s for the form you are in. Type in a Name for the page and a Label for the page then press the Create button. The new page will then appear on the bottom of the list.

(For information on Names and Labels, see the 'Names And Labels' section above).

Edit Page And Select Section Screen

Once you have selected a Page, the next screen (Edit Page And Select Section Screen) will display the Sections on that Page. The screen looks very similar to the other edit screens (i.e. Edit Form And Select Page screen, Edit Group And Select Form screen, etc) however, the list is a list of Sections for the Page you are in, not a list of Pages, Forms or Form Groups. The Edit box is for the Page itself, and the New box is for a new Section. There is also a Page Preview at the bottom of the page under the edit facilities, this shows you what the page looks like as you edit it (i.e. add and delete Sections).

1. Navigation Bar. See 'The First Screen Explained (Edit Domain And Select Group Screen' section, above.

2. Page Editor.

A Description Of The Features In The Page Editor Box

Label The label for the Page you are editing / creating (see 'Names And Labels' above).

Name The name for the Page you are editing / creating (see 'Names And Labels' above).

Sections Per Row Defines how many Sections you want per row. Sections are laid out in a row across the page and then a new row of Sections are started below the top row of Sections. Type into the 'Sections Per Row' box, the number of Sections that you want on the rows. In the example in this 'Edit Page And Select Section Screen' section, there is 2 rows with 2 Sections per row, creating a Page with 4 Section boxes on it (see Page Preview above or below).

Roles This defines which Roles can edit this Page. Roles are set up in the Security / Roles area, under the System tab. A Role can contain any number of users under the 1 Role title, in this example we have just the one Role titled 'Doctors'. On this Page Editor screen, you can set if they can Read or Read/Write which allows them to be able to either just view the data on the Edit Page And Select Section Screen (Read) or edit the data screen (Write).

Description This is for descriptive text that you might wish to display. It can be useful if you wish to add some help text or extra information about the Page for the user in eMDT.

3. Sections.

This is the list of Sections that are on the Page you have selected. Click on any of the Sections to see the Input Fields for that Section. You can click on the Section Label or the Section Name.

Deleting A Section/s You can delete a Section / Sections by selecting the tick box next to the Section name, then clicking on the Remove Selected button down at the bottom right.

Moving The Section Order On The Page You can move the Sections up and down the list by clicking on the arrow icons next to the Section/s you wish to move. This will be reflected on the Page in eMDT (for the users).

When you move a Section down the list, the Section on the page will move to the right, along the row. If you keep moving it down the list, the Section on the Page will eventually get to the end of the row and jump down to the row below, but over to the far left of that row. The reverse is true for when you move a Section up the list, it will move from left to right until it gets to the end of the row where it will jump up a row, but over to the far right.

4. New Section.

This is where you create a new Section/s for the Page you are on. Type in a Name for the Section and a Label for the Section then press the Create button. The new Section will then appear on the bottom of the list.

(For information on Names and Labels, see the 'Names And Labels' section above).

4. Page Preview. This shows you how the Page that you are editing looks on the form. This is how the user will see the Page when they are using the form. This feature makes it quick and easy to check the layout of the page without having to come out of the eMDT System area and go to the form in the users area.

Edit Section And Select Field Screen

Once you have selected a Section, the next screen (Edit Section And Select Field Screen) will display the Fields in that Section. The screen looks very similar to the other edit screens however, the list is a list of Fields for the Section you are in. The Edit box is for the Section itself, and the New box is for a new Field. There is also a Section Preview at the bottom of the page under the edit facilities, this shows you what the Section looks like as you edit it (i.e. add and delete Fields).

1. Navigation Bar. See 'The First Screen Explained (Edit Domain And Select Group Screen' section, above.

2. Section Editor.

A Description Of The Features In The Section Editor Box

Label The label for the Section you are editing / creating (see 'Names And Labels' above).

Name The name for the Section you are editing / creating (see 'Names And Labels' above).

Height Defines the height of the Section box (in Pixels). Type in a number for the height size you want. This does not have to be filled in, if left unfilled the Section box will stretch vertically to the height defined by the amount of Fields that are in that Section box. The ability for the Form Editor user to be able to define a height however, can help to straighten up the look of the Sections on the Page and make the Page look clearer.

Width Defines the width of the Section box (in Pixels). Type in a number for the width size you want. This does not have to be filled in, if left unfilled the Section box will stretch horizontally to the width defined by the width of the widest Field that is in that Section box. The ability for the Form Editor user to be able to define a width however, can help to straighten up the look of the Sections on the Page and make the Page look clearer.

Roles This defines which Roles can edit this Section. Roles are set up in the Security / Roles area, under the System tab. A Role can contain any number of users under the 1 Role title, in this example we have just the one Role titled 'Doctors'. On this Section Editor screen, you can set if they can Read or Read/Write which allows them to be able to either just view the data on the Edit Section And Select Field Screen (Read) or edit the data screen (Write).

Description This is for descriptive text that you may wish to display.

H Align This is for horizontal alignment of the Section along its row on the Page. You can choose from Left, Right or Centre.

V Align This is for vertical alignment of the Section up and down the height of the row that its on. You can choose from Top, Bottom or Centre.

3. Input Fields.

This is the list of Input Fields that are in the Section you have selected. Click on any of the Input Fields to see and edit the properties of that Input Field. You can click on the Input Field Label or the Input Field Name.

Deleting An Input Field/s You can delete an Input Field/s by selecting the tick box next to the Input Field name, then clicking on the Remove Selected button down at the bottom right.

Moving The Input Fields Order In The Section You can move the Input Fields up and down the list by clicking on the arrow icons next to the Input Field/s you wish to move. The Input Field will then move up or down in the Section box to match the list. This is also reflected in the Section on the Page in eMDT (for the users).

4. New Input Field.

This is where you create a new Input Field/s for the Section you are in. Type in a Name for the Input Field and a Label for the Input Field then press the Create button. The new Input Field will then appear on the bottom of the list and in the bottom of the Section. You can move it from there with the up and down arrows on the list.

(For information on Names and Labels, see the 'Names And Labels' section above).

4. Section Preview. This shows you how the Section that you are editing looks on the form. This is how the user will see the Page when they are using the form. This feature makes it quick and easy to check the layout of the Section without having to come out of the eMDT System area and go to the form in the users area.

Edit Input Field Screen

Once you have selected an Input Field you wish to edit by clicking on the Field in the list (in this example we have selected the Input Field labeled Other ), the next screen (Edit Input Field Screen) will display the properties for that Input Field. The Edit box (Edit Field) in this screen looks different to all the previous Edit boxes. This one is at the Input Field level, so contains all the properties for the Input Field itself.

There is no New box here on this screen for creating new Fields, if you wish to do so, you must go back a screen to the Edit Section And Select Field Screen and create the new Input Field from there. You can jump back to that screen by using the Navigation Bar at the top of the screen.

There is also a Field Preview at the bottom of the page, this shows you what the Input Field looks like as you create / edit it.

1. Navigation Bar. See 'The First Screen Explained (Edit Domain And Select Group Screen' section, above.

Note. If you look at the Navigation Bar in this example screen shot, you will see it is populated with links that map out the path of where you have selected for editing - i.e. Form Group (Colorectal), Form (Clinical Assessment), Page (Treatment Plan), Section (Management), and Field (Other). As you use this Navigation Bar to jump back to a different level (i.e. from Field level to Forms level) the link path will shorten to reflect where you are.

2. Field Editor.

Label. The label for the Input Field you are editing / creating (see 'Names And Labels' above).

Name. The Name for the Input Field you are editing / creating (see 'Names And Labels' above).

Required.If a field has to be mandatory, this option will display a message instructing the user to fill in the field.

Label Type. This defines the type of label. Currently there are 2 types of label, the Text label (which the editor defaults to), or the Separator label, which you can select from the drop down list. The Text label allows` you to add text next to the Input Field so that the user can read what the Field is for. The Separator label adds a line across where the text would normally be. The Separator is used for sectioning off Fields or groups of Fields inside the Section box.

The above example is to show you the difference between the Text label and the Separator label, it is unlikely you would use the Separator label in this fashion however, if you select None as the Input Type (see Input Type below), then the Input Field box will disappear and the Separator line will span right across the Section. This way it will act much better as a separator.

Label Alignment. This defines the horizontal alignment of the Label (when the Label is selected as Text). The options for this are: left, right and centre.

Label URL. This is where you can add a link to anywhere you want, simply type the full link address into the 'Label URL' box, save it, and you have made the Label text a link to where you typed into the Label URL box. You will need to go to the Field on the Form as a user, in the eMDT tab to see the link working.

7.
8.

Input Type. This is where you define the type of Input Field you want. Select from the drop down list of Text, Number, Floating Point Number, Date, Time List, URL or None. As you select the Input Type the Input Field Type changes to reflect the Input Type you have selected (see below).

Below shows you the Input Field types in the Input Type drop down list for selection.

Running through the Input Field types for selection in the Input Type drop down list, we have.

Below is how the Input Type area appears when the Number is selected from the Input Type list.
This is also the same for when the Floating Point Number is selected from the Input Type list.

Below is how the Input Type area appears when the Date is selected from the Input Type list.
This is the same as when Text (Single Line) is selected, but without the Type selection box.

This is also the same for when the Time is selected from the Input Type list.

Below is how the Input Type area appears when the List is selected from the Input Type list.

These are the List types in the List Type drop down selection box. For further explanation on the different List type please see the 'Input Field Types' table below.

Associated Value List. There are currently 2 sets of Lists to choose from, these are System List set and EMDT List set. The EMDT List set is full of lists that the users can add to, delete and edit. The System List set has different types of lists in it from the EMDT List set. The data in the Lists that are in the System List set cannot be changed, it contains information such as hospital codes.

To create a new List or edit an existing List, you need to come out of the Form Editor area and go into the List Editor (the link below the Form Editor link on the left side menu).

You will then be presented with a list set of eMDT List like below.

For more information on Input Fields please see the Input Fields Explained table below.

Below is how the Input Type area appears when the URL is selected from the Input Type list.

Validation Pattern. Here you can add validation equations to validate what the form user inputs in this Input Field when they are using it in eMDT.

10.

Width. This is part of selecting the Input Field Type, (see 7. and 8.).

11.

Default Value.If a field needs a default value, for example a field may have the same preceeding text for every record entered. Enter the required text here.

12.

Get Default Value From External Form.If a field is required to contain a value from another field and form, here you can select the form from which the field is required. Then using the above option Default Value, enter the name of the field on that form here.

13.

Roles. This defines which Roles can edit this Field. Roles are set up in the Security / Roles area, under the System tab. A Role can contain any number of users under the 1 Role title, in this example we have just the one Role titled 'Doctors'. On this Field Editor screen, you can set if they can Read or Read/Write which allows them to be able to either just view the data on the Edit Input Field Screen (Read) or edit the data screen (Write).

14.

Description. This is for descriptive text that you may wish to display.

4. Field Preview. This shows you how the Field that you are editing looks on the form. This is how the user will see the Field when they are using the form.

10.

Input Field Types

Below are examples of a different Field Input types that are used throughout the Form Editor.

Text Input Fields
Field	Field Type	Input Type (name in Form Editor)	Type (name in Form Editor)

	Date Picker	Date
A date picker to select a date. You can either type the date into the white box or click on the blue square icon to the right of the input box to bring up a calendar date picker that you can select the date from.


	Text Box (single line)	Text	Single Line
A single row text box for entering text. This field input type is usually used for capturing details where the text is short and will span to the lenght of the field input box, i.e. a name. You can set the limit on how many characters the input box can take, which can go beyond the physical size of the box.


	Text Box (multi line)	Text	Multi Line
A large multi line box for a large amount of entering text. This field input type is commonly used for capturing comments or a description. The box has no limitations on the amount of characters that can be entered into it. The size of the box can be set in the Form Editor.

Check Boxes
Field	Field Type	Input Type (name in Form Editor)	Type (name in Form Editor)

	Tick Box	List	Check box Group
This is a tick box. You can have as many of these to a to a field as you like. In the Form Editor they are classed as a List of the Check box type, therefore you first select your field input to be a list, then select the List type to be a Check box Group. You can layout the Check boxes horizontally across the page or vertically down the page. When being used on the form, the user can 'tick on' as many boxes as they want, unlike Radio Buttons (see below)


	Radio Buttons (on or off)	List	Radio Group
This is a radio - 'On or Off' button. You can have as many of these to a to a field as you like however, when being used on the form by the user, only one button can be selected (the button becomes inactive as you select a different one). In the Form Editor they are classed as a List of the Radio Group type, therefore you first select your field input to be a list, then select the List type to be a Radio Group. You can layout the radio buttons horizontally across the page or vertically down the page.

Selection Lists
Field	Field Type	Input Type (name in Form Editor)	Type (name in Form Editor)

	Selection List (single selection, single line drop down list)	List	Single Selection
A single selection, single line drop down list. With this type of list you can only select one item from the list. In the Form Editor these are classed as a List of the Single Selection type, therefore you first select your field input to be a list, then select the List type to be a Single Selection.


	Selection List (multi selection)	List	Multi Selection
This field input type is a list whereby the user can select multiple items from the list and add them to the field input box. Doing this will capture all the items selected from the list. Items can also be subtracted from those that have been selected and added to the field input box. In the Form Editor these are classed as a List of the Multi Selection type, therefore you first select your field input to be a list, then select the List type to be a Multi Selection.