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Configuring a Dynamic Form for an Assistance Type (Early Access)
Configuring a Dynamic Form for an Assistance Type (Early Access)

Personalize your Assistance Types to the unique needs of your organization with Dynamic Forms.

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Written by Sam Ennis
Updated over a year ago

Introducing Dynamic Forms Early Access

Custom forms / fields will be generally available on both Assistances and Client Profiles starting November 22, 2023.

An image that shows Client Fields and Assistance Forms, and shows that both now have the option for a custom form

Unlock deep customization of your Assistance types with new dynamic forms.

You can now configure an unlimited number of custom form fields for each Assistance Type in your organization. This feature can be used open-endedly to best suit your client and organizational needs.

For example, in the below assistance type "Grocery Crate", we've added a completely custom "Social Determinants of Health Screener" for an example community organization that may want to refer its clients to health services based on unmet social needs.

How do I get set up?

One dynamic form can be set up for each Assistance Type. We walk you through it below.

Note: You need to be an administrator of your organization to set up a dynamic form.

Add a form to an assistance Type

Navigate to Admin -> Assistance Types in the left menu. Select an assistance type you want to add dynamic form fields to.

Scroll to the "Dynamic Form" section and press "Add a form"

Then, press the "edit" button to edit your new form.

Using the Form Builder

This will open the Form Editor. You can name your form and give it a description. You can then start adding form fields and sections. Form sections are just named groups for related form fields that you want to display together.

Form fields can be of multiple types, depending on your needs, including:

  • Short and long text fields

  • Checkboxes

  • Dates and times

  • Dropdowns with pre-written options

You can name your form field, provide a default value (if any), and mark form fields as "required" otherwise they will default to optional.

Once you're done, hit "Save" to save your form, or cancel to revert any changes you've made.

Provide an assistance with a custom form

Now, when providing assistance via Intake -> Search Client -> Provide Assistance -> Your Assistance Type, you will see a dynamic form that can be filled out with other assistance details.

Once submitted, you can see the submitted form results with your assistance.

This data will also export with your assistances when you export them via the Assistance History.

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