4 results for “form configuration”
- How can I make a field mandatory or change the ordering of fields on my intake or caregiver forms?Configuration & Workflows· Configuration· Platform General· Field Properties & Layout
- How do I get my agency's employer information (name, address, EIN) auto-populated on tax and employment forms like the W-4, I-9, or IT-2104?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Auto-Populate Employer Fields
- Can I have specific sections or fields on a Dynamic File greyed out so they don't need to be filled out?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Field Greying/Disabling on Dynamic Files
- How can I hide fields on the intake case form (Add New Case page) that my agency doesn't need?Configuration & Workflows· Configuration· Intake CRM· Field Visibility Customization