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Editing Forms
The Basics
Getting to know the Form inside the Editor
Getting to know the Form inside the Editor

Learn about the different components that make up the Form Editor.

Sarah David avatar
Written by Sarah David
Updated over a week ago

The form editor can be a little intimidating the first time you see it, but after a little use things become much clearer. It's designed to very closely mimic what your patients will see when they're filling out the Form.

Let's start at the top.

The navigation bar

The navigation bar lets you:

  • Go back to the list of your Forms

  • Time-travel between versions of the Form

  • Change the name & description of the Form

  • Save & publish the Form

Time-travel

Time-traveling between Form versions means viewing previous versions of the Form you're currently working with. Every time you save or publish the Form, a new version is created. So, if you accidentally delete a section, it's not lost forever! You'll be able to re-create it from the previous version. Here's how time-travel works:
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Saving & publishing

After making changes to your Form through the Editor, it can be saved which creates a new draft version. Or it can be published, which creates a new published version. Publishing also lets you decide where your Form should be available. On the iPad app, on the web, or both.

Themes

Underneath the navigation bar is where you're presented with your Themes. You can click on a Theme to apply it to the current Form. There's also a button in there that takes you to the page in the Portal where you can add new Themes and change existing ones.

Sections, screens & fields

Before we move further down the Form, it's important to understand the different components that make up a Finger-Ink Form. The Form is structured using sections, screens and fields.

  • A Form must have one or more sections

  • Sections must contain one or more screens

  • Screens must contain one or more fields

That said, there are actually a couple of special screens that don't fit into sections — the Welcome and Summary screens. These are like "bookends" for the Form. The Welcome screen goes at the start:

And the summary screen goes at the end:

☝️ The Summary screen looks a little different in the Editor compared to what it looks like during Form filling. During Form filling the Summary screen will show all the answers given by the patient, before the final terms.

Workflow

At the very bottom of the Form Editor is the Workflow section. This is where you define the default behaviour for your Form after it's filled by the patient, entering the Inbox as a Response.

These are all enabled by default, but you can disable any workflow you don't want to occur. In the example below, Treatment Note creation is currently disabled.

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