Forms: Referrals, TouchPoints, Collections

How to filter responses to the Subject's Name using a Response Cross Reference element

#Forms Touchpoints

Written by Taylor Roderick
Updated over a week ago

Signatures and Electronic Signatures | Question Elements/TouchPoints/Reporting

Configuration, printing, and reporting electronic signatures #Forms

Written by Kristen Farnsworth
Updated over a week ago

Troubleshooting: Take Action Buttons Disappear

#Forms Touchpoints

Written by Bekah K.
Updated over a week ago

Form FAQs | How to Print a Blank TouchPoint

#Forms #Touchpoints The steps below will explain how you can print a blank form of your TouchPoints from ETO.

Written by Taylor Roderick
Updated over a week ago

How to Find Response ID in ETO and ETO Results

#Forms Touchpoints Response ID

Written by Taylor Roderick
Updated over a week ago

Permissions Error when Previewing a TouchPoint

#Forms Touchpoints

Written by Taylor Roderick
Updated over a week ago

Conditional Rule | Show/Hide Limitations and Best Practices

#Forms Best practices for Show and Hide Conditional Rules

Written by Bekah K.
Updated over a week ago

Manage TouchPoints: TouchPoint Limitations

#Forms Touchpoints

Written by Kristen Farnsworth
Updated over a week ago

Showing Pages in TouchPoints

#Forms Show/Hide Pages in a TouchPoint with conditional logic.

Written by Bekah K.
Updated over a week ago

TouchPoints: Adding a logo to the View TouchPoint Print Page

#Forms Touchpoints

Written by Taylor Roderick
Updated over a week ago

Collections | Main Page

#Collections #MainPage

Written by Bekah K.
Updated over a week ago

Collections | Create Collection

#Collections #Create Collection

Written by Colby Fore
Updated over a week ago

Collections | Reporting on Collection TouchPoints

#Forms Collections

Written by Bekah K.
Updated over a week ago

Collections | Disable a Collection

#Forms Collections

Written by Taylor Roderick
Updated over a week ago

Collections | Removing vs. Deleting Participants

#Forms Collections

Written by Taylor Roderick
Updated over a week ago

Collections | Create a Collection Roster

#Forms Collections are saved groups of Participants or Entities that can be used to track data for the group through recorded TouchPoints.

Written by Starla
Updated over a week ago

Collections | Manage Collection Types

#Forms Collections #Type

Written by Kristen Farnsworth
Updated over a week ago

Groups and Collections

#Forms Collections Groups

Written by Taylor Roderick
Updated over a week ago

Referrals (NEW) | Use Cases

Written by Training Team
Updated over a week ago

Referrals (NEW) | Main Page

Written by Bekah K.
Updated over a week ago

Referrals (NEW) | Referrals (Legacy) | Manage Program Referral Settings

#Forms

Written by Taylor Roderick
Updated over a week ago

Referrals (NEW) | Accepting Entity Referrals

#Forms Referrals

Written by Izzy
Updated over a week ago

Enable Services Needed

#Forms

Written by Bekah K.
Updated over a week ago

Referrals (NEW) | Sending a Referral

Creating or taking a referral for a Participant

Written by Bekah K.
Updated over a week ago

Referrals (NEW) | View Edit Referrals

#Forms

Written by Bekah K.
Updated over a week ago

Referrals (NEW) | View Pending Referrals (NEW)

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Referrals (NEW) | Accepting a Referral

#Forms

Written by Taylor Roderick
Updated over a week ago

Referrals (NEW) | Manage and Create Referral Forms

#Forms Referral Forms are similar to TouchPoints and are used when adding referrals through the new referrals feature in ETO.

Written by Starla
Updated over a week ago

TouchPoints | Main Page

Written by Bekah K.
Updated over a week ago

TouchPoint | Multiple Participant TouchPoint Count

Written by Bekah K.
Updated over a week ago

TouchPoint Settings | Update Period

#Forms #Touchpoints

Written by Bekah K.
Updated over a week ago

TouchPoint Settings | Completion Restrictions

#Forms #Touchpoints

Written by Bekah K.
Updated over a week ago

TouchPoint Settings | Advanced Date Formatting

#Forms #Touchpoints

Written by Taylor Roderick
Updated over a week ago

Enrollment Filter Settings

#Forms TouchPoint settings, manage TouchPoints, Site Administration

Written by Kristen Farnsworth
Updated over a week ago

TouchPoint Settings | Save Progress and Save Draft

#Forms #Touchpoints

Written by Bekah K.
Updated over a week ago

Manage TouchPoints | How to Edit Subject Type

#TouchPoints #Subject Type #Security #Change #Modify #Add

Written by Colby Fore
Updated over a week ago

TouchPoints | Parent and Sub Form Relationships

Written by Bekah K.
Updated over a week ago

Manage TouchPoints: Editing Existing Forms

#Forms Edit TouchPoint, settings

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints | TouchPoint Security

#Forms #Touchpoints #Security

Written by Andre Harness
Updated over a week ago

Manage TouchPoints | New TouchPoint

#Forms

Written by Taylor Roderick
Updated over a week ago

TouchPoints: Share Responses Across Enterprise / Site

#Forms Setting security for sharing responses across the Enterprise or sharing responses across the Site.

Written by Bekah K.
Updated over a week ago

Conditional Rules | Working with OR / AND Statements

Written by Bekah K.
Updated over a week ago

Manage TouchPoints: Question Settings on TouchPoints

#Forms Overview of question settings on a TouchPoint.

Written by Bekah K.
Updated over a week ago

Question Settings | View Screen Settings

#Forms #TouchPoints

Written by Starla
Updated over a week ago

Manage TouchPoints: Pre-populate Answers

#Forms This page deals with Pre-populate options when managing TouchPoints and Referral Forms.

Written by Starla
Updated over a week ago

Manage TouchPoints: Question Settings: Remember Last Value

#Forms

B

Written by Bailey McCarthy
Updated over a week ago

Manage TouchPoints: Question Settings: Capture One Response for Multiple Subjects

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Question Settings | View Only

#Forms #TouchPoints

B

Written by Bailey McCarthy
Updated over a week ago

Manage TouchPoints: Question Settings: Multi-Subject Level Responses

#Forms

B

Written by Bailey McCarthy
Updated over a week ago

Manage TouchPoints: Question Settings: Multi-Subject Level Response

#Forms

Written by Taylor Roderick
Updated over a week ago

Manage TouchPoints: Question Settings: Conditional Rules

#Forms

B

Written by Bailey McCarthy
Updated over a week ago

Manage TouchPoints: Question Settings: Pseudonym

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Settings: Reorder Fields

#Forms

B

Written by Bailey McCarthy
Updated over a week ago

Manage TouchPoints: Question Settings: Calculations

#Forms

B

Written by Bailey McCarthy
Updated over a week ago

Manage TouchPoints: Question Settings: TouchPoints: Custom Column

#Forms

Written by Taylor Roderick
Updated over a week ago

Question Settings | "Created By" column

#Forms #TouchPoints #Question Settings

Written by Taylor Roderick
Updated over a week ago

Form Questions

#Forms

Written by Bekah K.
Updated over a week ago

New Feature: GIS Coordinates!

Written by Bekah K.
Updated over a week ago

Adding Questions to a TouchPoint

#Forms

Written by Taylor Roderick
Updated over a week ago

How to Reorder TouchPoint Element Choices

#Forms

Written by Taylor Roderick
Updated over a week ago

Manage TouchPoints: Question Elements: List

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Form Elements: Message/Instructions

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Participant Cross Reference

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Question Elements | Text

#Forms #Touchpoints

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Demographics/Program Information

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Numeric

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Entity Cross Reference

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Date

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Question Placement Options

#Forms

Written by Taylor Roderick
Updated over a week ago

Manage TouchPoints: Question Elements: Sequencing and Aggregation

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Question Bank | Adding and Editing Questions

#Forms

Written by Bekah K.
Updated over a week ago

Manage TouchPoints: Question Elements: Email

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Yes/No

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Address Field

#Forms

Written by Bekah K.
Updated over a week ago

TouchPoints | Question | Element Cross Reference

#Forms

Written by Bekah K.
Updated over a week ago

Manage TouchPoints: Question Elements: User Cross Reference

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage Touchpoints: Question Elements: File Attachment

#Forms #uploads #attachment #pdf #word #images

Written by Kristen Farnsworth
Updated over a week ago

TouchPoints: Disable Answers in a List Choice Question

#Forms

Written by Bekah K.
Updated over a week ago

Manage TouchPoints: Question Elements: Entity Cross Reference Attribute

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Time Spent

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Form Elements: Section Header

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Response Cross Reference

#Forms

Written by Andre Harness
Updated over a week ago

Manage TouchPoints: Question Elements: Attendance

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Form Elements: Page Break

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Question Elements: Start/End Time

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints | Question Elements | Grid/Table

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Manage TouchPoints: Forms Elements: Question Numbering

#Forms

Written by Taylor Roderick
Updated over a week ago

TouchPoints | Recording a TouchPoint

#Forms

Written by Bekah K.
Updated over a week ago

Collections | Recording a TouchPoint

#Forms

Written by Bekah K.
Updated over a week ago

Recording Multiple Participant TouchPoints

#Forms

Written by Izzy
Updated over a week ago

Touchpoints | Recording TouchPoint Sub Forms

#Forms

Written by Kristen Farnsworth
Updated over a week ago

TouchPoints | View Participant TouchPoints

#Forms

Written by Bekah K.
Updated over a week ago

Collections | View Collections TouchPoints

#Forms

Written by Kristen Farnsworth
Updated over a week ago

View Entity TouchPoints

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Families | View Family TouchPoints

#Forms

Written by Kristen Farnsworth
Updated over a week ago

View General TouchPoints

#Forms

Written by Kristen Farnsworth
Updated over a week ago

Anonymous TouchPoints

#Forms

Written by Kristen Farnsworth
Updated over a week ago

To Do List | Adding To Do List Elements to TouchPoints and Assessments

Written by Bekah K.
Updated over a week ago

To Do List | Recording a To Do List Element

Written by Bekah K.
Updated over a week ago

To Do List | Viewing My To Do List

To Do List

Written by Bekah K.
Updated over a week ago

To Do List | Allowing Review Staff To Do

Written by Bekah K.
Updated over a week ago

To Do List | Review Staff To Do

#EndUser

Written by Kristen Farnsworth
Updated over a week ago

To Do List | Clearing Items from To Do

#Legacy

Written by Bekah K.
Updated over a week ago