Forms & Data Capture

Capture and validate user input with the forms engine, conditional logic, custom forms, query views and line items.

• Forms — How ActiveManage generates a form from a datastore, and the validation and submission behaviour you can layer on top.
• Dynamic Add Fields — Letting somebody add another set of the same fields on a form, and configuring what appears each time.
• Conditional Forms — Showing and hiding fields based on answers, making fields required conditionally, and keeping rules manageable.
• Custom Forms — Build a bespoke form when the generated layout is not what you want, choosing the fields, layout, styling and destination.
• Custom Query Views — Saved queries built in the Query Builder — what they store, their row actions, and the important caution about them.
• User Input Views — Multi-stage request and approval processes with their own stages, field visibility rules, reminders and reference numbers.
• Line Item Builders — Building lists of lines against a record — orders, quotes and invoices — with subtotals and grouping.
• Assessment Instruments — Versioned assessments — risk assessment, file review, supervision, appraisal, safeguarding triage — that score to a band and never re-score themselves.
• Electronic Signatures — Request a signature over a document, with signer roles, provider adapters and optional identity assurance before the ceremony opens.