This article describes all the elements available when creating or modifying a form.
For information about customizable settings for each form, see Forms settings.
Elements | Description |
Text | A field allowing for an optional heading and a mandatory client response in a text field. |
Short Answer | A field allowing for a question and optional subheading, where the user must provide an answer limited to 125 characters. |
Long Answer | A field allowing for a question and optional subheading, where the user must provide an answer greater than 125 characters. |
Multiple Choice | A field allowing for a question and optional question subheading, where the user must select one or more predetermined checkbox fields.
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Dropdown | A field allowing for a question and optional question subheading, where the user can select one or more dropdown menu items.
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Radio Button | A field allowing for a question along with an optional question subheading, where the user must select one response from a set of predefined options.
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Signature | A field allowing for an optional question and question subheading, where the client must sign electronically.
When completing a client’s form from their client profile, you can click Use signature pad to let your client sign the form using a signature pad. The button isn’t displayed on the Client Portal or the Achieve Client App. |
Initials | A field allowing for an optional question and question subheading, where the client must enter their initials electronically. |
Rating | A field allowing a question and an optional question subheading, where the client must provide a rating using either 5 or 10 stars. |
Image | A field where an image can be embedded in the form with a heading, optional subheading, and optional caption. |
Image Markup | A field allowing for a question and optional subheading, where the user can mark up an image to provide visual information for the form.
The default image is a body chart, but staff members who can edit forms can upload custom images while completing a form. For more information about image markup, see Marking up images on forms. |
Side-by-Side | A field that allows clients to upload to images for a side-by-side comparison.
After upload, the file will be added to Documents > Attachments section of the client profile. Attachments can be any file type but can’t exceed the maximum file size of 20 MB. |
Separator | A solid line divider that separates forms into sections. |
Page Break | A page break that starts the next form component on a new page, with pagination added to the bottom of the form. |
next to the button’s text field.