Create a custom form

Each type of service (Request Type) requires its own form tailored to the service's purpose. Instruments can also have their own forms which are used for reservation.

  1. Click on ADMIN PANEL at the bottom of the navigation menu (on the left side).
  2. Click REQUEST TYPES in the navigation menu and then Custom Forms in the submenu.
  3. Press the Add New button under the table with the forms.
  4. Enter a name for the form to be created.
  5. Press the Continue button to go to the form's editing page.
  6. In the Custom Form Details section:
    • Check the Active box.
    • Select the core for the form.
  7. Add fields that the user should fill out:
    1. Click on the + button in the Add a New Field section.
    2. Enter the field name in the Title.
    3. Select the type of field and set necessary settings:
      • The field type can, for example, be text, multiple choice, checkbox, dropdown list, date, etc.
      • Other settings include whether the field is mandatory, dependency on answers in another field, help text, and who can see and edit the field. Shows the Fields section in edit mode. From top: Title, Type, Data Source Type, Required, Visible to. Details under More Options: Help Text, Connected Parent, API ID, and dependency.
    4. Click on the Save button to save.
  8. (For forms used for Requests only) If needed, add headers and settings for new columns in the Request Lines section. Typically, this section can be used for services that run analysis of multiple samples per request. Users will fill in necessary information for each sample per line (row) in the section. When the form is in use, the table with the created columns as well as several standard columns, including Status, Row ID, Comments, will be displayed. Example of Request Lines displayed on a form in use. The table has columns created in this step as well as standard columns. Some columns have a dropdown arrow for selection lists, others have short text.
    1. Click on Create a New Item in the Add a New Column section.
    2. Enter a header for the column, and click on Next.
    3. Set the settings for the column, and click on Save.
    4. Continue adding more columns as needed.
  9. Modify the settings in the Core Status Columns as needed.
Published Aug. 2, 2024 12:51 PM - Last modified Aug. 2, 2024 12:51 PM
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