Custom Fields & Forms

SUMMARY: 

EmpowOR provides standard forms for collecting participant, household, and program data, with the option for admins to create custom fields and forms.

Creating Custom Fields:

1. Navigate to ADMIN > MANAGE CUSTOM FORMS & FIELDS > MANAGE CUSTOM FIELDS.
2. Click ADD NEW FIELD:
   • Field Name: Single word, not visible to the end user.
   • Label: Visible field name.
   • Field Type: Select from a list.
3. Click SAVE.

Adding List Items (for Dropdown Fields):

1. Go to ADMIN > MANAGE CUSTOM FORMS & FIELDS > CUSTOM FIELDS MANAGED LISTS.
2. Select the new field.
3. Click ADD NEW ITEM and enter the dropdown options.

Creating a Custom Form:

1. Navigate to ADMIN > MANAGE CUSTOM FORMS & FIELDS > MANAGE CUSTOM FORMS.
2. Click ADD NEW FORM, name it, and select a form type.

Assigning a Custom Form to a Program Type or Work Template:

• For Custom Enrollment Forms:
  1. Go to ADMIN > PROGRAM INFO > PROGRAM TYPE.
  2. Select a program, then under BASIC INFO, choose ENROLLMENT FORM TYPE > CUSTOM.
  3. Select the custom form and SAVE.
• For Participant Basic Info Questions:
  1. Go to ADMIN > WORK TEMPLATE.
  2. Select and open a work template, then under Participant Basic Info, add Custom Fields.
• For Program Supplemental Forms:
  Used for reporting and funder requirements. Assign under the relevant program.