Custom Features: Difference between revisions

Line 476:

[[File:Intake forms enable.png| center]]

:2. Press "~~Add new field~~" button in the settings of Custom Feature.

:2. Press "+" button in the settings of Custom Feature to create new form.

[[File:New intake form add.png| center]]

[[File:~~Add new field~~.png~~| center]]~~

~~:3. In the field "Title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.~~

~~[[File:Add fields.PNG ‎~~|center]]

:3. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.

:4. Choose the field type:

:'''digits''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.

:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.

:'''~~text~~''' - usually used for short answers

:'''single line''' - usually used for short answers

:'''~~text area~~''' - use this type of filed if you expect lengthy explanations from your clients

:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients

:'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".

:'''~~select~~''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to enter comma separated list of values in the field "values". Example: Green, Red, Black, Blue. Also enter the Default value that will be assigned if nothing is chosen from the list.

:'''dropdown selection''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to enter comma separated list of values in the field "values". Example: Green, Red, Black, Blue. Also enter the Default value that will be assigned if nothing is chosen from the list.

:5. Make it rather obligatory or not with the help of ~~checkbox~~ "~~make not~~ obligatory".

[[File:Create intake form.png ‎|center]]

:6. If you wish to relate form with certain services, ~~click on the third green icon near the~~ field ~~(it is after you already created the field)~~ and check the boxes near corresponding services.

:5. Make it rather obligatory or not with the help of "obligatory" switcher.

[[File:~~Relate additional field~~.png| center]]

:6. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.

[[File:Intake forms relation to services.png| center]]

:7. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.

[[File:Add field variable.png | center]]

[[File:Variable in template.png| center]]

~~ ~~

:You can also decide whether to export all intake forms results to Excel file in one column or in separate by clicking on "Settings" button in Custom features//Intake forms//Settings in the top right corner.

~~[[File:Export settings.png | center]]~~

~~[[File:Group export.png | center]]~~

@@ Line 476: / Line 476: @@
 [[File:Intake forms enable.png| center]]
 <br><br>
-:2. Press "Add new field" button in the settings of Custom Feature.
+:2. Press "+" button in the settings of Custom Feature to create new form.
+[[File:New intake form add.png| center]]
-[[File:Add new field.png| center]]
-:3. In the field "Title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
-[[File:Add fields.PNG ‎|center]]
 <br><br>
+:3. In the field "Question title" write the question you want your clients to answer. For example: Age, preferences, Do you have any health problems?, etc.
 :4. Choose the field type:
-:'''digits''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
+:'''digits only''' - allows entering only numbers. Useful when you need to know the age, height or any other information that will require only digits.
-:'''text''' - usually used for short answers
+:'''single line''' - usually used for short answers
-:'''text area''' - use this type of filed if you expect lengthy explanations from your clients
+:'''multiple lines''' - use this type of filed if you expect lengthy explanations from your clients
 :'''checkbox''' - creates a checkbox that clients should either check or leave unchecked. Useful for questions that require binary answer, for example "I will need additional services".
-:'''select''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to enter comma separated list of values in the field "values". Example: Green, Red, Black, Blue. Also enter the Default value that will be assigned if nothing is chosen from the list.
+:'''dropdown selection''' - creates a drop down list with the ability to choose only 1 option. In order to create this field, you will need to enter comma separated list of values in the field "values". Example: Green, Red, Black, Blue. Also enter the Default value that will be assigned if nothing is chosen from the list.
-:5. Make it rather obligatory or not with the help of checkbox "make not obligatory".
+[[File:Create intake form.png ‎|center]]
-:6. If you wish to relate form with certain services, click on the third green icon near the field (it is after you already created the field) and check the boxes near corresponding services.
+<br><br>
+:5. Make it rather obligatory or not with the help of "obligatory" switcher.
-[[File:Relate additional field.png| center]]
+:6. If you wish to relate form with certain services, choose "Services, attached to this field" tab and check the boxes near corresponding services.
+[[File:Intake forms relation to services.png| center]]
+<br><br>
 :7. If you want to include intake form information to email templates, find the intake forms variables and add them to templates in Configuration//General Settings//Email and SMS settings//Templates.
 [[File:Add field variable.png | center]]
 [[File:Variable in template.png| center]]
-<br><br>
-:You can also decide whether to export all intake forms results to Excel file in one column or in separate by clicking on "Settings" button in Custom features//Intake forms//Settings in the top right corner.
-[[File:Export settings.png | center]]
-[[File:Group export.png | center]]
 <br><br>