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Forms: Referrals, TouchPoints, Collections
Build forms to track all your data efficiently.
108 articles
Response Cross Reference Element | Filter by Subject#Forms Touchpoints
Signatures and Electronic SignaturesConfiguring, printing, and reporting on electronic signatures in Question Elements, TouchPoints, and Results Reporting
Troubleshooting: Take Action Buttons Disappear#Forms Touchpoints
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.
How to Find Response ID in ETO and ETO Results#Forms Touchpoints Response ID
Permissions Error when Previewing a TouchPoint#Forms Touchpoints
Conditional Rules | Show/Hide Best Practices and Limitations#Forms Best practices for Show and Hide Conditional Rules
Manage TouchPoints | TouchPoint Limitations#Forms TouchPoints
Conditional Rules | Showing Pages in TouchPoints#Forms Show/Hide Pages in a TouchPoint with conditional logic.
TouchPoints: Adding a logo to the View TouchPoint Print Page#Forms Touchpoints
Mass Deleting TouchPoint Responses#FAQ
Collections | Main Page#Collections #MainPage
Collections | Reporting on Collection TouchPoints#Forms Collections
Collections | Disable a Collection#Forms Collections
Collections | Removing vs. Deleting Participants#Forms Collections
Collections | Create a Collection#Forms Collections are saved groups of Participants or Entities that can be used to track data for the group through recorded TouchPoints.
Collections | Manage Collection Types#Forms Collections #Type
Groups vs. Collections#Forms Collections Groups
Internal Referrals is Referrals (New)!
Internal Referrals and Sunsetting Legacy Referrals
Internal Referrals | Main Page
Internal Referrals | 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.
Internal Referrals | Sending a ReferralCreating or taking a referral for a Participant. Referrals (NEW). Internal Referrals.
Internal Referrals | View/Edit Internal Referrals#Forms
Internal Referrals | Accepting Entity Referrals#Forms Referrals
Internal Referrals | View Pending Internal Referrals#Forms
Internal Referrals | Accepting a ReferralForms. Internal Referrals.
Internal Referrals | Manage Program Referral Settings#Forms
Referrals | Enable Services Needed#Forms
TouchPoints | Tooltips for Questions#Tooltip #Help #Assistance #Data #Entry
TouchPoints | Main Page
TouchPoint | Multiple Participant TouchPoint Count
TouchPoint Settings | Update Period#Forms #Touchpoints
TouchPoint Settings | Completion Restrictions#Forms #Touchpoints
TouchPoint Settings | Advanced Date Formatting#Forms #Touchpoints
Enrollment Filter Settings#Forms TouchPoint settings, manage TouchPoints, Site Administration
TouchPoint Settings | Save Progress and Save Draft#Forms #Touchpoints
TouchPoints | TouchPoint Identifiers Explained
Manage TouchPoints | Adding and Editing TouchPoint FormsStep by step instructions for creating or building a TouchPoint form or editing TouchPoint settings like form security.
TouchPoints | Primary and Sub Form RelationshipsParent form, child form
Manage TouchPoints | Adding/Editing Subject Type Security#TouchPoints #Subject Type #Security #Change #Modify #Add
Manage TouchPoints | TouchPoint Security#Forms #Touchpoints #Security
TouchPoints: Share Responses Within Site/Across Enterprise#Forms Setting security for sharing responses across the Enterprise or sharing responses across the Site.
Manage TouchPoints: TouchPoint Question Elements | Main Page#touchpoints #elements
Manage TouchPoints: Question Settings on TouchPoints | Main Page#Forms Overview of question settings on a TouchPoint.
Manage TouchPoints: Editing Existing Forms#Forms Edit TouchPoint, settings
Conditional Rules | Working with OR / AND Statements
Question Settings | View Screen Settings#Forms #TouchPoints
Manage TouchPoints: Pre-populate Answers#Forms This page deals with Pre-populate options when managing TouchPoints and Referral Forms.
Manage TouchPoints: Question Settings: Remember Last Value#Forms
Manage TouchPoints: Question Settings: Capture One Response for Multiple Subjects#Forms
Question Settings | View Only#Forms #TouchPoints
Manage TouchPoints: Question Settings: Multi-Subject Level Responses#Forms
Manage TouchPoints: Question Settings: Conditional Rules#Forms
Manage TouchPoints: Question Settings: Pseudonym#Forms
Manage TouchPoints: Question Settings: Reorder Fields#Forms
Manage TouchPoints | Question Settings | Calculations#Forms
Manage TouchPoints: Question Settings: TouchPoints: Custom Column#Forms
Question Settings | "Created By" column#Forms #TouchPoints #Question Settings
Demographic/Program Information Question Element
Program Enrollment Cross Reference Question Element
GIS Coordinates Question Element
Adding/Disabling/Deleting Touchpoint Questions#Forms
How to Reorder TouchPoint Element Choices#Forms
Manage TouchPoints: Question Elements: List#Forms
Manage TouchPoints: Form Elements: Message/Instructions#Forms
Manage TouchPoints: Question Elements: Participant Cross Reference#Forms
Question Elements | Text#Forms #Touchpoints
Manage TouchPoints: Question Elements: Demographics/Program Information#Forms
Manage TouchPoints: Question Elements: Numeric#Forms
Manage TouchPoints: Question Elements: Entity Cross Reference#Forms
Manage TouchPoints: Question Elements: Date#Forms
Manage TouchPoints: Question Elements: Question Placement Options#Forms
Manage TouchPoints: Question Elements: Sequencing and Aggregation#Forms
Question Bank | Adding and Editing Questions#Forms
Manage TouchPoints: Question Elements: Email#Forms
Manage TouchPoints: Question Elements: Yes/No#Forms
Manage TouchPoints: Question Elements: Address Field#Forms
TouchPoints | Question | Element Cross Reference#Forms
Manage TouchPoints: Question Elements: User Cross Reference#Forms
Manage Touchpoints: Question Elements: File Attachment#Forms #uploads #attachment #pdf #word #images
TouchPoints: Disable Answers in a List Choice Question#Forms
Manage TouchPoints: Question Elements: Entity Cross Reference Attribute#Forms
Manage TouchPoints: Question Elements: Time Spent#Forms
Manage TouchPoints: Form Elements: Section Header#Forms
Manage TouchPoints: Question Elements: Response Cross Reference#Forms
Manage TouchPoints: Question Elements: Attendance#Forms
Manage TouchPoints: Form Elements: Page Break#Forms
Manage TouchPoints: Question Elements: Start/End Time#Forms
Manage TouchPoints | Question Elements | Grid/Table#Forms
Manage TouchPoints: Forms Elements: Question Numbering#Forms
Restore Deleted TouchPoint Response#TouchPoint #Restore #Deleted
TouchPoints | Recording a TouchPoint#Forms
Collections | Recording a TouchPoint#Forms
Recording Multiple Participant TouchPoints#Forms
Touchpoints | Recording TouchPoint Sub Forms#Forms
TouchPoints | View Participant TouchPoints#Forms
Collections | View Collections TouchPoints#Forms
View Entity TouchPoints#Forms
Families | View Family TouchPoints#Forms
View General TouchPoints#Forms
Anonymous TouchPoints#Forms