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| Creating A Form In A Form Group, With Pages, Sections And Fields |
| In this short tutorial, you will create a new Form Group, create a new Form inside the Group, create a Page for the Form, create a Section on the Page, and create several Input Fields in the Section. This should give you a brief insight into helping to build your own forms in eMDT's Form Editor.
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| 1. Access The Form Editor |
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| Select the System icon on the top menu bar. |
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| The System menu appears on the left side of the screen. Select Form Editor from the menu. |
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| The first screen of the Form Editor appears, showing you a list of the Groups you currently have. (your list may look different to the one in this example depending on which and how many Groups you have in your eMDT system) |
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| 2. Create A New Group |
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| At the bottom of the first screen is the box for creating a new Group. Type into the Name text box, the Name you want to name the new Group. Type into the Label text box, the Label you want for your new Group. In this example we have used 'Patients' as the Name and as the Label. Once you have entered a Name and a Label, press the Create button to create the Group. |
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| Your new Group will appear on the bottom of the Group list. |
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Click on either the Group Name or the Group Label to go into that Group.
You will be presented with the following screen (below). |
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| You will notice that there are currently no Forms on the Form List in this new Group. We shall add a new Form next. |
| 3. Creating A New Form |
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| At the bottom of the screen is the box for creating a new Form. Type into the Name text box, the Name you want to name the new Form. Type into the Label text box, the Label you want for your new Form. |
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| In this example we have used 'Patient Information' as the Label, and 'PatientInformation' as the Name (the Name being the same as the Label but without a space between the two words 'Patient' and 'Information'). |
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| Once you have entered a Name and a Label, press the Create button to create the Form. |
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| Your new Form will show up as the first Form on the Form list in this Group. |
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Click on either the Form Name or the Form Label to edit the Form.
You will be presented with the following screen (below). |
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| You will notice that there are currently no Pages on the Page List on this new Form. We shall add a new Page next. |
| 4. Creating A New Page |
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| At the bottom of the screen is the box for creating a new Page for the Form. Type into the Name text box, the Name you want to name the new Page. Type into the Label text box, the Label you want for your new Page. |
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| In this example we have used 'About The Patient' as the Label, and 'AboutThePatient' as the Name (the Name being the same as the Label but without a space between the words 'About', 'The', and 'Patient'). |
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| Once you have entered a Name and a Label for the Page, press the Create button to create the Page. |
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| Your new Page will show up on the Page list in this Form. |
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Click on either the Page Name or the Page Label to edit the Page and add Sections to it.
You will then be presented with the following screen (below). |
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| You will notice that there are currently no Sections in the Sections List on this new Page. We shall add a new Section next. |
| 5. Creating A New Section |
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| At the bottom of the screen is the box for creating a new Section for the Page. Type into the Name text box, the Name you want to give to the new Section. Type into the Label text box, the Label you want for your new Section. |
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| In this example we have used 'Name And Address Information' as the Label, and 'NameAndAddress' as the Name (the Name being a shorter version of the Label, and without spaces between the words). |
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| Once you have entered a Name and a Label for the Section, press the Create button to create the Section. |
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Your new Section will show up on the Section list in this Page.
The Page Preview will also start to show up from here onwards. |
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Click on either the Section Name or the Section Label to edit the Section and add Input Fields to it.
You will then be presented with the following screen (below). |
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| You will notice that there are currently no Input Fields in the Fields List in this new Section. We shall add a new Field next. |
| 6. Creating A Text Field |
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| At the bottom of the screen is the box for creating a new Field for the Section. Type into the Name text box, the Name you want to give to the new Field. Type into the Label text box, the Label you want for your new Field. |
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| In this example we have used 'Patient Name' as the Label, and 'PatientName' as the Name (the Name being without spaces between the words). |
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| Once you have entered a Name and a Label for the Field, press the Create button to create the Field. |
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Your new Field will show up on the Field list for this Section.
The Section Preview will also start to show up from here onwards. |
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Click on either the Field Name or the Field Label to edit the Field and add give it properties.
You will then be presented with the following screen (below). |
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| You will notice that the Input Type has a default setting of 'Text', and the Type has a default setting of 'Single Line'. This is fine for this type of Field (a Patients Name), so we will leave it set for that and go back to the Section screen to add another Field. You do not need to Save it, the Field was saved when your created it. |
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| 7. Creating A List Field |
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To create a List Field, you need to go back to the Section level.
Select 'Name And Address Information' (or whatever you have labeled your Section) on the top Navigation Bar. |
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| This will take you back to the Section level. |
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In the New box at the bottom of this screen, type in a Name and a Label for the new List Field you wish to add.
In this example we have added a new 'Sex' Field to note whether the patient is male or female. |
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When you have typed in the Name and the Label, press the Create button to create the new Field.
Your screen will then look as below. |
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| The new Field has been created and is showing up on the Field List and on the Section Preview at the bottom of the screen. |
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| You will notice that the new Field has been create as, and is showing on the Section Preview as a Text Field. This is by default. You now need to edit that Field and make it into a List. |
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| Click on either the Field Name or the Field Label. You are now taken back to the screen for editing the Field. |
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| In the Input Type drop down selection box, select List. |
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| You will notice this section containing details on the Input Type changes as you select the type of Input Field you want, in this case its a List. |
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| In the List Type drop down selection box, select Checkbox Group. |
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| In the Associated Value List drop down selection box, select EMDT. |
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This part of the screen will change again to populate with the EMDT Lists.
In the drop down selection box to the right of the Associated Value List drop down selection box, select Sex. |
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| You have now created a basic Form with 1 Page and 1 Section containing 2 Fields. |
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