Incisive Online Help

There are two methods of making a custom form:

Import a form from the Incisive Forms library and modify it; or,
Create a new form from a blank page.

Creating a new form

Go to Setup > Templates > Forms > Field Forms
In the Local Forms panel click on the New Form icon
Give the form a Name and Description
Set the Page Size
Import a background image
If you are building a new form for internal use you may not want to have a background image - and that's okay. To add a bit of colour or emphasis to the page just use a Label and give it a BackgroundColour
Select a Control
Click on the location on the form where you want the control to be placed
You can Click 'n Drag to create the control to the approximate size you want
Reposition and resize the control by either clicking on the control or the 'handles' of the control and dragging it to the position you require, or use the Top, Left, Height & Width properties of the control to accurately position it.
You can select multiple controls if you want to give them all the same Property setting e.g. left-align check-boxes.
Either hold the Shift key down and select the individual controls or left-click the mouse and drag a selection function over the controls you want to include.
Click on the Update/Save button to save the form

Page configuration

	Page Size	Set the size and orientation of the form. When you import a background image it will be stretched to fill the page space.
	Page Navigation	Navigate to additional pages
	Add or Remove a Page	Add or remove a page from the form.
	Insert a background image	Import a PDF or image file (png, jpg, gif, tif) into the background of the form so that you can position the control on top of the relevant location.
	Preview the page	View the form as it would appear to the end-user
	Print the page	Print a copy of the form
	Create a PDF of the page	Produce the form as a PDF file

Control Types

<Pointer>
Label			A Label is used to display text only. it is not used for text entry
Textbox			A TextBox is used for text entry.
Checkbox			A CheckBox provides a True/False or Yes/No selection option. Use ToggleGroup if only one check-box in a group is to be True Use Checked if a tick is/is not to be displayed by default.
Combobox			A ComboBox allows you to present a list of options for the form-user to select from. Use the ItemList property to add the selection items. Put a semi-colon between them.
Radio button			A Radio button is usually used for True/False or Yes/No options. Use ToggleGroup if only one radio-button in a group is to be True Use Checked if a radio-button is/is not to be pre-selected by default.

Control Properties

AllowAdHocTests	Used for a TextBox control to add additional ad-hoc Test Items that are not already listed on the form.
BackgroundColor	A selection list of colours to display in the background of the control. Transparent is available if you want to display the underlying form.
BorderStyle	Three options to surround the control border: None; Single Line; 3D Line
Checked	Used only with the CheckBox control to display a tick in the box (or not) when the form is loaded.
ControlType	Automatically added by the control that you placed on the form
Font	Select the font type, size, weight and colour to be used in the control
ForegroundColor	A selection list of colours to display the foreground colours of the control. This will effect the borders and tick colour
Height	Height of the control in pixels
ImageFile
ItemList	Used with the ComboBox control to build the selection list. Place a semi-colon between the list items e.g. Item 1;Item 2;Item 3 etc.
Key	This can be a unique identifier of the control on the form. If you want the data entered into the control to be inserted into the AuditItems table for future data retrieval, create a Key and make it relevant to the purpose of the control e.g AllergiesYesNo DO NOT use a Key if you do not want to retrieve the data. For example, don't use a Key for a Label control as no data can be entered.
Left	Distance of the left-hand edge of the control from the left hand edge of the form (in pixels)
MergeCode	You can select from the full list of F9 Merge Codes and insert them on top of a Label field. Ideal for automatically adding patient name etc.
TabIndex	The sequence used when pressing the Tab key to jump to the next control
TabStop
TestCode	Select from the list of Test Items that have been added via Setup > Test Orders. Usually associated with a CheckBox control on a Lab Test form. If the CheckBox is true (ticked) it creates a record in the patient's Notes and can also be used the same way as the generic test Order form.
TestIsUrgent	This is a True/False selection to allow a control to be marked as Urgent in the Incisive Test Ordering system.
Text	Type in the text that you want to display in the control. Usually only used with a Label or TextBox control
TextAlign	Align the text to the Left, Middle or Right.
ToggleGroup	Group radio button or check-box controls so that only one of the 'group' can be True. All the controls in the group must use the same ToggleGroup name.
Top	Position of the control from the top of the page (in pixels)
Width	Width of the control in pixels

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