What are 'smart' fields?

'Smart' fields are a predefined set of fields available within the form builder, which once completed, can populate the matching field of the client summary. The type of smart fields available are:

Title
First Name
Surname
Date of birth (in the format dd/mm/yyyy)
Gender
Home address
Home City
Home Postcode
Country
Other Address
Other City
Other Postcode
Hospital number
National Health number
Source
Language
Ethnicity
Home phone
Work phone
Mobile phone
Email
Next of Kin Name
Next of Kin Relationship
Next of Kin phone number
Next of Kin mobile number
Next of Kin email
Next of Kin address
Next of Kin city
Next of Kin Postcode
Other information

You will also be able to add any custom fields that you've set up on the client summary as smart fields.

When building a form template within WriteUpp, you can use any combination of these fields to help you capture client demographics.

You'll notice that after you add a type of field, it will disappear from the dropdown list when adding more fields, which is intentional. It ensures that since these fields are linked to the relevant field of the client summary, only one of each type can be added to a form so there can be no conflict when it comes to importing them.

When building a form template, if you don't see the smart option under field types, you've already used all the available fields.

When entering Date of birth, the format dd/mm/yyyy must be used. Most browsers will support a date picker in this field, which will appear when the field is clicked or tapped to begin entry.

Top tip: Helper text could be added above any date or date of birth fields to advise your clients of the format:

Updated on: 29/07/2022