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Question

Suggestions on converting to LF Forms

asked on August 27, 2018

I am trying to convert a QC CARR worksheet (please see attached) into a LF form for our DSS workers in our County.  They used to have it in Excel, and I'm finding it really difficult to find the right way to do this.  The top part of the form is pretty straightforward and was easy to convert over.  On the other hand, the table portion towards the bottom (section B, C, F, etc.) is what I'm struggling with.  I've played with the ideas of radio buttons, checkboxes, tables, etc.  We also thought it would be cool if B.1. was selected, for example, it can be populated on another tab in the form where they could explain why they chose that problem. 

I understand this is a different type of request, but any guidance or input would be greatly appreciated.

Thanks!

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Replies

replied on August 28, 2018

Hi Bill, that is a great question!

I just finished working on our Expense report which originated from Excel as well and perhaps I can offer you some ideas.

A. You can make this into the first section of the form, even more so if you already have most of this information in a database you can setup Lookup rules to make the form easier to complete - even if they have to have 2 or more fields correct to get the rest of the information to automatically populate it, it is worth it!
I assume that the Active and Negative Cases can only have one selected - you can use Buttons in that case (or if you need input since that is slightly easier to call if you need any scripts then use Dropdown).
B.-I. All of these should be checkboxes if you allow multiple problems to be selected. Then you will want to configure the K section for that item to be required and visible only if marked by using "Field Rules" to show and hide. It might be easier to setup the individual K section as a multi-line field after each section and for each problem. This is a lot of configuration but it will make your form be easier to read since the explanation would be right under the selected problem.
You can even play with CSS and highlight sections for more consistent view of each problem.

The great things about Forms is that you can even add file upload fields if you need supporting documentation for any problem listed.

Once done you can build reports using workflow or all kinds of other system integrations to prevent manual data entry.

Hope that helps!
 

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replied on August 28, 2018

I'd probably do it as list fields instead of radio buttons, and check lists where more than one thing can be selected.

You might also want to experiment with field rules to make the fields in the lower half of your document appear or disappear based on what's selected in the upper half of the form. I've had customers with several layers of field rule implemented to make the form change it's appearance based on what's selected earlier in the form.

https://doc.laserfiche.com/laserfiche.documentation/english/docs/Subsystems/Forms/Content/Rules.htm

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