How to build custom forms?
Form Builder allows you to create your own custom forms. This is a powerful tool that agencies can use to build their own forms and use them throughout iCareManager. This module is still in beta.
- On the main dashboard you will see the Admin Tools icon-click here to begin. This is a wrench icon on the lower left hand side of the screen, If you are missing this icon, please reach out to your system admin.
- Click Custom Forms. This brings you to a list of all of your custom forms.
- Click the Blue Form Builder button halfway down.
- There are 3 types of components to help you build your document: Basic, Special and Layout. Drag and Drop form components to build your custom form.
- Once you are finished building your form, click Save.
- Click on Forms List to see all the forms you have built.
- On the Forms List, you can click Publish to make the form available to staff. When publishing a form, you can decide where it will be visible, the color of the form button, the icon, and more. You can even define permissions for which roles can use the form.
- Click Publish.
- The form becomes available on the dashboard under Custom Forms.