Customizing Forms/Fields/Layout
- Jordan Grace (Deactivated)
- Mike Dunn
Customizing Forms/Fields/Layout
EAP Expert 3 is completely customizable by you, the end user. If you have rights to customize, you can rename fields, remove fields, add fields, change layout etc.
This can be accomplished by right clicking on any open spot on the form/layout and clicking Customize Layout. From here you can rename fields, add/remove fields, and change around where the fields are located by dragging and dropping them in a new location.
Here are some examples below:
Creating a Tab from a Form Item
Right-mouse click over the form and select Customize Layout.
2. Right-mouse click over the Clinical Note title bar area and select Group or Create Tabbed Group.
3. Right-mouse click over the Item group name and select Rename.
4. Rename it to Office Location or another name if you prefer, then Drag and Drop it into the Customization Box.
5. Drag and Drop the Office Location item next to the Session Notes. Make sure you see a square symbol appear and then release your mouse button to drop it in place.
6. To close the Customization Box, click on the X.
Adding a Field to a Form
Right-mouse click and select Customize Layout. If the field is not visible in the box, click on the Add button.
2. In the example below, scroll down to Single Organization and expand.
3. Scroll down to Parent Organization and expand.
4. Scroll down and select Organization Name and click on Add.
5. Drag and drop Organization Name on to your form. You may want to right mouse click on the label and rename it to Parent Organization.
Removing a Field or an Empty Space from a Form
Right-mouse click on the form and select Customize Layout.
Click on the field or empty space and then drag and drop it in to the Customization Box.
3. To close the Customization Box, click on the X.
4. To confirm and save your form changes, simply close the form. There is no need to click on Save and Close unless you are also saving actual data as well in the form.
5. To distribute the form change(s) to all staff, go to Tools, Model File and click on Save and Distribute. Any staff who are logged in to EAPX will need to log out and back in to see the changes.
