Introducing Dynamic Forms For Clients

For dynamic forms on Assistances, see this article.

Custom forms / fields will be generally available on both Assistances and Client Profiles starting November 22, 2023.
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Customize your client form fields with Dynamic Fields for Clients in bosWell. Dynamic Fields allow you to add custom fields not native to bosWell to your client profiles, which allows you to track custom information to suit your unique use cases.

For example, a community organization may want to track a client's unmet social needs on their client profile, so that client can be given personalized help. Let's walk through a scenario where we add a brief "social needs" section to the client profile, using a dynamic form.

As an administrator, navigate to the "Client fields" section in the left menu.

Click "Add a form"
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Once a form is added, click the "edit" button to open the form builder

This will open the Form Builder. You can name your form and give it a description. You can then start adding form fields and sections. Form sections are named groups for related form fields that you want to display together, essentially just a subheading for forms with multiple groups of fields.
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Form fields can be of multiple types, depending on your needs, including:

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

Let's name our form "Social Needs" and add some fields to it.

The first field we'll add we'll call "Transportation" and add a short description. We'll make it a dropdown with some pre-set options. Press the green "+" icon (pictured above) to add a new form element. We'll type "Transportation" in the Label field and select "Dropdown" under Input Type. Then, select the "+" icon under Possible Values to add options to this dropdown.

We'll then add a few options, using the "+" icon highlighted below.

Type as many options as you want. The "Display label is different from value" checkbox allows you to set a "behind-the-scenes" value for your form fields that will show up when you export your clients, for example if you have a long form field that you want to abbreviate for your reports.

Add as many options as you want. In this case, we follow a pattern of "always," "sometimes" and "never."

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

That's it! Now, when you search for a Client during intake and view their profile, you will see your form. Values entered persist on that client's profile, and can be referred to later. They will also show up when exporting your clients to a CSV file, using the export tools.