The below instructions cover each of the options available when building a form.
The article is long, although if comfortable with the options, focus on the steps, not what is contained in the tables. Use the table as a reference to unknown field.
It is highly recommended to continually click Save Changes during the creation of an eForm.
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Within the eServices portal:
- Click hamburger menu > e-Services > eServices Management
- Select eForms Manager
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Select Location (if applicable)
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Click Create Form
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Click the Edit icon > Enter Name of eForm
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Click Save
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Options:
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Open Design Theme and select the relevant Colours, Font and Header
Colors Select Background, Labels and Headings, Main Font colours Font Select the Font style and Font size Header Select Title name or Upload logo and use the editing features to make change -
Open Add Field and click on the field(s) to add, and then drag into place on the form (right)
Heading Enter the name of the form. eg. Medical History Form
Select the font size
Align the text
Add to a group (see manage group section of this doc)Text/Number Create a name for the Label field – e.g. Emergency Contact Number
Tick Required box if this field is compulsory
Does the field require characters / numbers or both
Field size
Max number of characters/symbols allowed
Use pattern is available when 'Any Symbols' is selected, provides the ability to dictate what combination of characters are entered
(e.g. 5 numbers followed by a letter would be a pattern of #####~)
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)Text Area Create a name for the Label field – e.g. Occupation
Tick Required box if this field is compulsory
Field size
Select how many rows the text area should be in the Height field
Enter the maximum number of symbols allowed (if any) in the Input Limit field
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)Paragraph
Create a name for the Label field – e.g. Disclaimer
Select the size of this text
Align the text
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)Dropdown Create a name for the Label field – e.g. Preferred Method of Contact
Tick Required box if this field is compulsory
Field size
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)
Options: Enter the value – e.g. Phone, Show groups,
When the form is completed by a patient the selected form will be opened automaticallyRadiobutton Create a name for the Label field – These are generally questions.
E.g. Are you happy with your smile?
Tick Required box if this field is compulsory
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)
Options: Enter the value – e.g. yes, Show groups,
When the form is completed by a patient the selected form will be opened automatically
Tick 'other Option' if you would like an 'Other' checkbox onscreen with tick box
Tick 'Sort Alphabetically' if required
Select how many columns to spread the answers / buttons acrossCheckbox Create a name for the Label field – E.g. Preferred Method for Appointment Reminders?
Tick Required box if this field is compulsory
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)
Options: Enter the value – e.g. SMS, is Y/N Answer box required, Show groups, When the form is completed by a patient the selected form will be opened automatically
Tick 'other Option' if you would like an 'Other' checkbox onscreen with tick box
Tick 'Sort Alphabetically' if required
Select how many columns to spread the answers / buttons acrossDate Create a name for the Label field – E.g. Last time you visited the dentist?
Tick Required box if this field is compulsory
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)Time Create a name for the Label field – e.g. What time do you usually fall asleep?
Tick Required box if this field is compulsory
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)Email Enter / Edit name of Email field
Tick Required box if this field is compulsory
Add to Group: See 'Manage Groups' section of this document
D4W Field (Internal use only)Signature Invitation text has a Default value: Patient Signature
Tick Required box if this field is compulsory
Select the size of the field – look at the preview on right to check
D4W Field (Internal use only) -
Open Add D4W Field and select the fields from D4Web to add to the form, drag and drop into place on the form.
- If using Custom Fields in D4Web, they will be listed here
- Manage Groups is only used when a dynamic question should be added to the form, for example when asked if the patient is pregnant, the form will ask for more details
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Open Design Theme and select the relevant Colours, Font and Header
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Click Preview to view the form as a patient will
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Click Save Changes
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Click Form Manager
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Follow instructions to Publish an eForm
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