Form Builder
Custom Form Reports (Excel Documents)
How do I create a custom form report? SETWorks forms can be used to replicate any Word or Excel form. This article will review how to create a custom form report for a Microsoft Excel Document. Privileges Settings > Provider Build > Maintain ...
Custom Form Reports (Word Documents)
How do I create a custom form report? SETWorks forms can be used to replicate any Word or Excel form. This article will review how to create a custom form report for a Microsoft Word Document. Learn how to attach an Excel form report. Privileges ...
Label Merged With Predefined Answer
In the form builder there are three advanced options that use a predefined answer to automatically fill in text into the question itself. The question controls that use this feature are called: Checkbox with Predefined Answer Label Exclusive Radio ...
Monthly Support Webinar - March, April, and May 2022 - Forms
Forms Webinar On March 30th 2022, SETWorks hosted the first part of a three-part webinar series about SETWorks Forms. Part one reviews basics of the SETWorks form builder tool, including how to create a new consumer form and create questions, ...
Attach a Distribution List to a Form
Distribution Lists can be used to send a message a defined list of users. One common use of distribution lists is to notify a certain set of people each time a form is created. If you'd like to learn how to create a distribution list, click the ...
Question Type Creation & Question Control Options
Question Type Creation and Question Control Options in Form Builder The Question Control drop down is used to setup how you would like your question to be displayed or the way it behaves on a form. Terminology can be modified within SETWorks to ...
Creating a Question
Creating a Question in Form Builder There are many types of questions you can create (Headers, Lists with check boxes and drop down style lists just to name a few of many), but for this section of the Form Builder tutorial we are just going to go ...
Creating a New Form in the Form Builder
Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...