Building a Form Using a Template

00:00: Hi, this is Nikki from healthy roster. And this tutorial is going to walk you through building a form using one of our available templates within the form Builder. The form Builder denotes. So this is an admin only feature or an admin provider feature. 00:14: From the documents tab select forms to add a new form select add. 00:19: Now you'll be able to view our form template Gallery here. You will see all the forms that we have as templates within our system. Click on the item you'd like to use. 00:29: Now what you will name your form give it a name that is custom to your group as well as a description. 00:35: Now we recommend reviewing what has already been created within this template make alterations as necessary. Here you will see I need to edit enter your organ name here. I'm going to do so by selecting the edit dial. 00:50: Where within the content that you see enter your org name here, you will highlight that section and type in your appropriate organization. 00:59: Once you have made edits to the content select save to save the edits that you've made. 01:04: Review editing a required field here. You will see patient's name has a red asterisk this denotes that this was set as a required item to edit that select the edit dial. 01:15: Validation 01:18: And then check or uncheck the box for requirement. 01:22: Making sure you select save after the edits that you've completed. 01:26: Now to really customize this form template. Let's add a custom logo select Advanced on the form components. 01:33: Now drag and drop the formatted option to the right location on your form template. 01:39: Select Row 1 in the content section and delete this information. 01:44: Now you will insert the HTML image link code. Where you see enter image link here is where you will insert your specific link code. 01:54: Once you've input your image address in the right location, the preview will show your logo input select save to add this to your template. 02:03: Once you've reviewed and manipulated the form template to suit your needs select save. 02:09: The guide covered creating a form in Healthyroster for employee training purposes. From adding consent statements to setting validation rules, you now have a comprehensive overview of building forms efficiently in the application.