| Minimum Software Version | 8.14 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ |
Forms are used to display worksheet fields and can be configured to customise which fields appear in the various form locations when viewing or editing worksheet information. The most obvious example of a form within a worksheet is the 'Add' dialogue that is available for adding new records into the worksheet you are in. Form settings can be accessed within the Edit worksheet dialogue. This can be accessed by selecting 'Edit', and then 'Edit worksheet'.
TABLE OF CONTENTS
Form Mapping
Forms are displayed in four locations and the 'Display' tab within the Edit worksheet dialogue can be used to configure which form appears where, in cases where you have more than one form to display. Form locations are listed along the top of the Form display options.
Form locations: View
The View location corresponds with the form display that is used when you select a record from a worksheet in the details tab of the right panel.
Form locations: Edit
The Edit location corresponds with the form display that is used when a user clicks into to the form after a record is selected and appears in the right panel. This distinction allows those who are configuring the worksheet to have a different selection of fields displayed between the view and edit versions of the form.
Form locations: Annotate
The Annotate location corresponds with the form display that is used when a user adds a new record when within the annotation dialogue and linking an annotation to a worksheet record. If configuring forms for the Notes worksheet, this will correspond with the form display for the 'Add note' dialogue.
Form locations: Create
The Create location corresponds with the form display that is used when a user adds a new record from the ‘Add’ option within the worksheet itself.
Creating Forms
Forms can be created and edited from the 'Forms' tab of the Edit worksheet dialogue. If there are already forms that have been created for the worksheet you are editing, then you can select which one you would like to edit or click to add a new one. If not, then you will see a button to start creating a new form. Existing forms can be deleted by selecting the form and selecting the 'cross' icon towards the top right of the form builder.
Forms can be configured by following these steps:
- On the left are the section layout options, this allows you to create a visual structure for your form by clicking and dragging the section style you want into the form builder on the right of the dialogue. You can add as many fields into a section as is required, and you can change the layout of the fields in certain parts of the form by applying different section ‘buckets’ into the form builder.
- Once you have added sections, you can then begin to add the fields that you want to display in the section structures. The fields list will display icons for every field that is currently available for your worksheet. Any fields not included in a form will not be displayed in the form when accessed from one of the specific form locations the form is configured to. Once fields have been added, each section will have an option to control how the field label is displayed for each field added into the section. This can be toggled between top label, side label and no label.
For worksheets with the highlighted text field, the Show full excerpts setting can be used to force the record to display the entire highlighted passage rather than the first few lines. This can also be set to include context lines either side of the highlighted passage.