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Home > Custom Features > Custom Forms > Form Designer Setting Up Controls
Form Designer Setting Up Controls
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Data rules and restrictions can be set up for fields placed on the form in order to ensure data entry quality. For example, data quality can be improved by setting date ranges for service entry, reminding users to enter services within a month.

 

To add a Control Rule, follow these instructions:

 

  1. Click a Control within a container. (Example: Service Date in the A/O Medical Service container)
  2. Click Control Rules.
  3. Click Add.
  4. Select an Action Type.

 

 

  1. Enter a Message to the user.
  2. Click Save.
  3. Click the Control.
  4. Click View.
  5. Click Edit Criteria.

 

 

  1. Click Add.

 

 

  1. Select values for the Criteria.
  2. Click Save.

 

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Form_Designer_Setting_Up_Controls.pdf
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