Forms Glossary

The main configurable colour used to style key elements of a form.

Practice's can update their brand colour, with changes syncing through to all forms and form templates. Note, the default colour is Dark Blue. Refer to Managing Forms Branding (Beta).

The workspace where an FYI Admin can Enable or Disable the Forms feature, including setting the Default Email Template and selecting the practice's Primary Brand Colour.

Refer to Managing Practice settings for Forms and Managing Forms Branding.

Templates are used to create Client and General Forms, controlling the fields and layout displayed on each Form. Templates can be customised or copied, and must be set to Active before they can be selected when creating Client Forms.

Tip: Sample Form Templates are deployed when Forms are enabled.

Template setting that defines the layout of a Form: 

• Form (single page) or 
• Wizard (multiple pages)

Actions available when completing a Form:

• Save: stores the progress of the client form, and will be visible from within FYI.
• Clear: removes the selected form field data.
• Submit: completes the Form and updates Workflow to Submitted.

The Form Merge Field required when sharing Forms via Email, including New Collaborate.

When the {{ DocumentFormsAttachmentLinks }} merge field is inserted in an email template, the form link will be automatically inserted in a bullet point list when the email is sent. 

When sending a form using New Collaborate, the form link will be uploaded to the Client Folder. When a client selects the form link in the email or from their Client Folder, the Form will open.

The Forms - Submitted Document view is automatically created when Forms is enabled. The view is filtered to Forms with a Submitted Workflow status.

Note: If Forms is disabled in the future, this view remains available.

The Rules Builder allows users to define conditional logic within a form template. 

Located within the Form Template Builder, rules can be created to enable dynamic behaviour on a form, such as show or hide, or updating fields. Refer to Creating and Managing Rules for Forms (Beta).

The edit window that appears when you drag a field into the Form Template Builder, or click Edit on an existing field. 

The Component Window consists of three tabs:

• Display: Controls the field's label, field name, layout and how the field displays when the form is created.
• Data: Defines the field's underlying values, such as drop-down or checkbox options.
• Validation: Manages field rules, for example, making the field "required".

Tools used to edit the fields displayed on the form:

• Edit: Opens the Component Window, and allows the user to edit details of the selected field.
• Cut: Removes the field from the Form. Once cut, the Paste Below function is enabled.
• Copy: Duplicates the selected field. Once copied, the Paste Below function is enabled.
• Paste Below: Inserts the field that has been Cut or Copied.
• Remove: Deletes the field from the form.

The label of the field as it appears on the form once created. The Field Label represents what the client will see when they complete a form. This is not mandatory, however it is recommended so the user completing the form can clearly understand what information is being requested

Field Labels are displayed to the client on the form, while Field Names are used internally by FYI for automation and merge fields. 

Field Names are located in Form Builder, when creating and editing a field on the form template. They are the name of the field, for internal use, once the form is submitted. 

Field Names are used to default client data for FYI fields, and used as merge field names referenced in automations. 

Note: Updating a Field Name will not change how it displays on the client form, but may affect automations that rely on that field.

Manual status that allows Form to be marked as reviewed.

Note: no Workflow Approval user settings are required.

Manual status to mark the form process complete. Users must be an FYI Admin to select or update the Finished workflow status.

Important: When the Workflow Status of a Form is updated to Finished, the original form will be permanently deleted and automatically converted to PDF. Refer to Finishing a Form.