Changes

=Introduction to Form 1 Integration Process=

==Overview==

This section will briefly overview the steps necessary to integrate the Form 1 field and associated settings from an existing SmartSimple instance into the target instance.

: [[File:1 - Level 2 General Settings.jpg]]

Within the Types menu, click the “+” New Type button to create a new L2 Type. Within the “Name:” field input “Form 1". Click “Save”.

When the “Import” button is clicked, the code containing the exported custom fields can be pasted into the “Import” modal window. Please find the code by clicking here.

Under the “Permissions & Availability” tab, ensure “Source” has the radio button next to “Provider UTA Level 2’s” selected under the “Associated Parent Availability” section as seen below.

L3 Associated Parent Availability

: [[File:5 - Form 1 Type Custom Field Import.jpg]]

When the “Import” button is clicked, the code containing the exported custom fields can be pasted into the “Import” modal window. Please find the code by clicking here.

Click “Save” at the bottom of the “Edit Dynamic Field Visibility Control” page.

: [[File:6 - L3 Part 4 Attachments Dynamic Field Visibility Control.jpg]]

<strong>Permission & Availability</strong>

It is always a good idea to set the<strong> Available to ____ Types</strong> under the <strong>Permissions & Availability </strong>tab of the Form 1 Activities to allow the necessary L2 types to have access to the Form 1 Activities.

: [[File:7 - LineItem XML.jpg]]

From the “Assessment Activity Type” dropdown menu, select “Form 1 Activities”.

: [[File:8 - LineItem XML Cells.jpg]]

Input the following information into the specified cells:

Scroll down to the “Service Type – Field Availability” section. From the drop-down menu next to “Deny View Field” select “Append”. Click the “Lookup…” button and find the “Form 1” Level 2 type. Click “Batch Update”.

: [[File:9 - Form 1 Type Custom Field Import .jpg]]

=Code to be Imported=