{"id":1932,"date":"2026-01-21T07:01:20","date_gmt":"2026-01-21T07:01:20","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=1932"},"modified":"2026-04-21T10:03:58","modified_gmt":"2026-04-21T10:03:58","slug":"custom-form-settings","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation\/configuration-kivi-pro\/custom-form-settings\/","title":{"rendered":"Custom Form Settings"},"content":{"rendered":"
\n

1. Overview<\/h2>\n\n\n\n

The Custom Form Settings<\/strong> feature in KiviCare allows administrators to create and manage dynamic forms for collecting additional information across different system modules.<\/p>\n\n\n\n

Custom forms help clinics extend default data collection without modifying core system functionality. These forms can be attached to various workflows and records to capture clinic-specific information.<\/p>\n\n\n\n

Supported Modules<\/h3>\n\n\n\n

Custom forms can be created for the following modules:<\/p>\n\n\n\n

    \n
  • Appointments<\/strong> \u2013 Collect extra booking details<\/li>\n\n\n\n
  • Encounters<\/strong> \u2013 Capture clinical or visit-specific data<\/li>\n\n\n\n
  • Patients<\/strong> \u2013 Store additional patient information<\/li>\n\n\n\n
  • Doctors<\/strong> \u2013 Maintain extended doctor profiles<\/li>\n<\/ul>\n\n\n\n
    \n\n\n\n

    2. Custom Form List<\/h2>\n\n\n\n

    The Custom Form List<\/strong> page displays all created forms and allows administrators to manage them efficiently.<\/p>\n\n\n\n

    Search<\/h3>\n\n\n\n
      \n
    • Use the Search<\/strong> field to quickly find forms by name or module type.<\/li>\n<\/ul>\n\n\n\n
      \n\n\n\n

      List Columns<\/h3>\n\n\n\n
        \n
      • ID<\/strong>
        Unique identifier for the custom form.<\/li>\n\n\n\n
      • Name<\/strong>
        Name assigned to the form.<\/li>\n\n\n\n
      • Type<\/strong>
        Module associated with the form (Appointment, Encounter, Patient, Doctor).<\/li>\n\n\n\n
      • Status<\/strong>
        Indicates whether the form is Active<\/strong> or Inactive<\/strong>.<\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        Actions<\/h3>\n\n\n\n
          \n
        • Toggle Status (Active \/ Inactive)<\/strong>
          Enable or disable the form without deleting it.<\/li>\n\n\n\n
        • View (Preview Form)<\/strong>
          View how the form will appear to users.<\/li>\n\n\n\n
        • Edit Form<\/strong>
          Modify form settings and fields.<\/li>\n\n\n\n
        • Delete Form<\/strong>
          Permanently remove the form and its configuration.<\/li>\n<\/ul>\n\n\n\n
          \n\n\n\n

          3. Creating & Editing Forms (Form Builder)<\/h2>\n\n\n\n

          When creating or editing a form, KiviCare provides a drag-and-drop form builder<\/strong> to define structure, fields, and visibility rules.<\/p>\n\n\n\n

          \n\n\n\n

          3.1 Form Settings<\/h3>\n\n\n\n

          Basic Settings<\/h4>\n\n\n\n
            \n
          • Form Name<\/strong>
            Internal name used to identify the form.<\/li>\n\n\n\n
          • Module Type<\/strong>
            Select where the form will be used:\n
              \n
            • Appointment<\/li>\n\n\n\n
            • Encounter<\/li>\n\n\n\n
            • Patient<\/li>\n\n\n\n
            • Doctor<\/li>\n<\/ul>\n<\/li>\n\n\n\n
            • Status<\/strong>
              Set the form as Active<\/strong> or Inactive<\/strong>.<\/li>\n<\/ul>\n\n\n\n
              \n\n\n\n

              Visibility Rules<\/h3>\n\n\n\n

              Control when and where the form appears.<\/p>\n\n\n\n

                \n
              • Module Visibility<\/strong>\n
                  \n
                • Show form in Appointment or Encounter sections<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • Clinic Restrictions<\/strong>\n
                    \n
                  • Restrict visibility to Admin users only (if enabled)<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                  • Role-Based Access<\/strong>\n
                      \n
                    • Define which user roles can view or fill out the form
                      (e.g., Administrator, Doctor, Receptionist)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
                      \n\n\n\n

                      3.2 Form Fields<\/h3>\n\n\n\n

                      Available Field Types<\/h4>\n\n\n\n

                      You can add the following field types to your form:<\/p>\n\n\n\n

                        \n
                      • Text<\/li>\n\n\n\n
                      • Text Area<\/li>\n\n\n\n
                      • Number<\/li>\n\n\n\n
                      • Email<\/li>\n\n\n\n
                      • Dropdown<\/li>\n\n\n\n
                      • Radio Buttons<\/li>\n\n\n\n
                      • Checkbox<\/li>\n\n\n\n
                      • File Upload<\/li>\n\n\n\n
                      • Date<\/li>\n<\/ul>\n\n\n\n
                        \n\n\n\n

                        Adding Fields<\/h3>\n\n\n\n
                          \n
                        • Use the drag-and-drop interface<\/strong> to add fields to the form layout.<\/li>\n\n\n\n
                        • Reorder fields easily by dragging them into position.<\/li>\n<\/ul>\n\n\n\n
                          \n\n\n\n

                          Field Configuration Options<\/h3>\n\n\n\n

                          Each field includes configurable options:<\/p>\n\n\n\n

                            \n
                          • Label<\/strong>
                            Display name for the field (supports HTML formatting).<\/li>\n\n\n\n
                          • Placeholder<\/strong>
                            Helper text shown inside the input field.<\/li>\n\n\n\n
                          • Required Field<\/strong>
                            Toggle to make the field mandatory.<\/li>\n\n\n\n
                          • CSS Class<\/strong>
                            Add custom CSS classes for styling or layout control.<\/li>\n\n\n\n
                          • Column Width<\/strong>
                            Responsive layout options (e.g., 12, 6, 4 columns).<\/li>\n\n\n\n
                          • Options<\/strong> (Dropdown \/ Radio Buttons)<\/em>
                            Define selectable options manually.<\/li>\n<\/ul>\n\n\n\n
                            \n\n\n\n

                            4. Form Conditions<\/h2>\n\n\n\n

                            The Form Conditions<\/strong> feature allows you to dynamically control the behaviour of form fields based on user input. You can show or hide fields, enable or disable them, and make them required or optional depending on specific conditions. This helps create a more intelligent and user-friendly form by displaying only relevant fields and reducing unnecessary input.

                            The Form Conditions<\/strong> section enables you to define rules that control how form fields behave dynamically.<\/p>\n\n\n\n

                            Accessing Form Conditions<\/h3>\n\n\n\n

                            To configure Form Conditions:<\/p>\n\n\n\n

                              \n
                            • Navigate to:
                              Settings \u2192 Advanced \u2192 Custom Forms<\/strong> Create a new form or edit an existing form.<\/li>\n\n\n\n
                            • Inside the form builder, click on the “Form Conditions”<\/strong> button. <\/li>\n\n\n\n
                            • The Form Conditions panel will open.<\/li>\n<\/ul>\n\n\n\n

                              Refer to the screenshot below.<\/p>\n\n\n\n

                              <\/span><\/figure><\/div>\n\n\n\n
                              <\/span><\/figure><\/div>\n\n\n\n