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Templates for Web Forms

As you build a web form, you should consider whether users will need to print it out for external use after conducting a visit. If a completed form needs to be sent to an outside agency or external provider and printed out in a specific way, you can create a PDF template that corresponds to the web form. The template contains the answers/responses entered into the web form (as of data) and fields from tables related to the visit that you want to include (for example, the client’s current address or the employee’s NPI number). Because templates work off the form level and not the visit type level, you create one template per form – all visit types using that form will have access to the template.

Before you can create a template, you need to build the web form and then build an export of the form “for template printout.” The only fields that can be brought over into a template are Dropdown, Calendar, Text, Numeric Text, Checkbox, and No Label Checkbox. Radio Buttons cannot be used for templates. Instead, No Label Checkboxes need to be used and each checkbox must be a separate question in the web form.

The process to create a template is as follows:
  1. Build the web form (or copy it from the Library).
  2. Use word processing software to create an electronic version of the form (include your letterhead if appropriate). If you are using a form from the Library and it has an associated template that your Implementation Manager has sent to you, you can skip this step and the next step.
  3. Generate a PDF from the electronic version of the form (usually done with ‘Print to PDF’ or ‘Save As a PDF’). The PDF must be saved locally.
  4. Use the Export Tool in Credible to build an export of the form for template printout.
  5. Once you have built the export, there will be a Template button in the button row in the Visit Details screen for visits that used the form. Note that users won’t be able to print the form in template mode until you complete the steps below.
  6. Use the full version of Adobe Acrobat (or other PDF software; see http://en.wikipedia.org/wiki/List_of_PDF_software for a list) to edit the field names in the PDF so they correspond to the export names of the fields in the form. Having Acrobat automatically detect the “form fields” in the PDF will help speed up the editing process. If Acrobat misses a field during auto detection, you will have to add it manually.
  7. From the export list in Credible, upload the PDF.
Using a Table in a PDF Template

If there will be a table in the PDF template and you want a specific answer to insert a checkmark in the appropriate cell of the table, you need to:
  1. Use a check box answer format (not a dropdown or radio button) for the question when building the form.
  2. Select the Expand Multi Choice checkbox when building the form export.
  3. Add checkboxes to each cell in the table in the PDF template.
  4. When matching the export column name (for example, Played cards for money) to the corresponding cell in the table in the PDF template, add “_#” after the column name (for example, Played cards for money_1, Played cards for money_2, and so on).

Notes:

  • If there are checkboxes in the form and you want to include the checks in the correct checkboxes in the PDF template, the Export Name must be in the format of  “answer_1”, “answer_2”, and so on and Expand Multi Choice has to be selected (in the Export Details screen). When you run the export, select the HTML format and the Header Row checkbox.
  • If you are using the no label check box answer format, do not select Expand Multi Choice in the Export Details screen.

Refer to Step 1. Build the Form Export for an example of Expand Multi Choice.

Last Updated 12/1/2015 5:23 PM by marchall