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”.

: [[File:2 - 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.

: [[File:3 - L3 Assessment Activity Type creation.jpg]]

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.

: [[File:4 - L3 Associated Parent Availability.png]]

==Step 4: Import of L3 Custom Fields==

Once the new type has been saved, click the “Custom Fields” link within the left-hand menu. Once in the menu, click the “Import” button. This will allow you to import a previously exported list of custom fields. Please use the following code to import the Level 3 fields.

: [[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.

: [[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:

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

=Code to be Imported=

==Level 2 Fields Import Code==