Forms

Overview

The Forms page is a gallery of your organisation’s active forms, ready to fill out: intake forms, assessments, checklists and the like. The page heading reads Forms. Anyone in the organisation can fill one in. When you submit, the answers are saved as a submission for that form, which administrators can see in the form’s submissions list in the Form Library.

Common tasks

Find a form

1. Click Forms in the sidebar.
2. Type into Search forms… to filter by form name or description.
3. Each card shows the form’s name, a short description, its category badge, a Required badge if the form is mandatory, and how many fields it has (for example “8 fields”).
4. Click Fill out on the form you need.

Fill out and submit a form

1. Open a form with Fill out. It is laid out in sections, each with its own heading.
2. Work through the fields. Required fields are marked with a red asterisk (*).
3. Some fields arrive pre-filled from the client’s record:
   • A field marked Already on file, please check is important. Read it and correct it if it has changed.
   • A field marked Already on file is informational. Change it only if it is wrong.
   • Signature fields are never pre-filled. Type into Type your signature.
4. Click Submit when you are done. On success you see Form submitted. and return to the Forms gallery.
5. To leave without sending, click Cancel. If you have typed anything, Cura asks Discard this form? first. Choose Cancel in that box to keep working.

Fix a form that will not submit

1. Click Submit. If answers are missing, Cura jumps to the first one and puts your cursor in it.
2. A red summary at the top reads, for example, “3 fields still need an answer”. It is grouped by section, and each entry is a link. Click one to go straight to that field.
3. Each empty field says what is wanted, such as “Enter First Name.”, “Choose an option for Gender.” or “Enter a date for Date of Birth.”
4. A wrong format reads differently. An email without the right shape says “Enter a valid email address.”
5. Fix the fields and click Submit again. The count goes down as you fix them.

Save a draft and finish later

1. Partway through a form, click Save draft. You will see Draft saved.
2. Leave the page. When you open the same form again, your answers are still there.
3. Finish the form and click Submit. The draft is cleared.

Tips

• Only active forms appear in the gallery. Forms are made and activated by an administrator under Settings, then Form Library.
• You keep one draft per form. Each Save draft replaces the last one. Drafts are yours alone and do not show in the submissions list.
• Error messages update when you click Submit, not as you move between fields.
• Forms that go to a client or participant by link are different. Those answers wait in Forms to Review (see that help page).
• Use the search box rather than scrolling. The gallery shows every active form.

Troubleshooting

• “No active forms yet” / “An admin needs to create and activate a form before it appears here.” No forms have been activated. Ask an administrator to activate one under Settings, then Form Library.
• “No forms match your search” / “Try adjusting your search terms.” Clear the search box and look again. The form may be named differently than you expect.
• “N fields still need an answer” Use the links in the red summary to find each field, answer it, and click Submit again.
• “Network error. Please try again.” The submission did not reach the server. Check your connection and submit again. Your answers are still on screen.
• I submitted a form but can’t find it in Forms to Review. Forms filled in by staff here do not go to Forms to Review. Look in the form’s submissions list instead.