Articles on: Forms & Assessments

Adding custom fields to an assessment as smart fields

When building an assessment form to be completed in clinic or by a client as a smart form, you have the option to add custom fields from the Client Summary as Smart Fields.

When creating or editing a form, you will see your custom fields at the bottom of the Field dropdown when adding the 'Smart' field type, prefixed by the text "CF":

You will see any active custom fields listed as options here (deactivated custom fields will not be shown). You can manage your custom fields by heading to the main menu and choosing Fields -> Custom Fields.

To add a custom field as a smart field to a form template:

First of all, make sure you have created the custom field(s) you'd like to use.

Then, whilst creating or editing a form template, select the Add New Field button, and choose the type Smart:

Using the 'Field' dropdown, choose the desired custom field from the list:

Give it a name under 'Field Name'. This is what you or your clients will see when completing the form. You can simply add the field name in here, or add something else if you are asking for information, for example:

The Field Name is editable and can be anything you'd like it to be; the Field is not and identifies what field on the Client Summary the answer will be mapped to when imported

Once you have added the details, click on Finish Editing to save the field

Repeat to add any other smart fields you'd like to use, then choose Publish & Exit at the bottom of the screen to publish your form for use.

Now, when you or your clients are completing the form, information can be added to these fields:

And you will be able to import them to the Client Summary:

If you include a custom smart field on an assessment form and subsequently delete the field, clients will still be able to complete it, until you manually remove it from the template. When importing from a form, If a custom field has been deleted, the line of information that relates to it will be greyed out. This prevents information being imported to a field that no longer exists:

If you have included a custom field on a form template and then deactivate the field, the next time you open the template you will see a message to say that the field has been removed:

You can find out more about importing information from smart fields to the Client Summary here.

Updated on: 08/01/2024

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