Adding Content

Once you have clicked on Add Item, you'll see the following UI.

Note - the bottom three tiles of Payment, Map and Bookings will only appear if you are licensed for the appropriate integrations.

Generic functions on everything you add

To save adding this guidance for every item type you should know that any items that you add will need the following to be added for them:

Field Id - This is a unique identifier for that item within the form.

The Field ID will be shown when you're setting up rules and within eMapper so it makes sense to label these with sensible and obvious descriptions.

Field Label - This is where you place the question or label to go with the answer you wish to get from the citizen. This is required for everything except upload controls.

The other things you can control are show below the label below:

Adding an item

So you can:

a) choose to make the question mandatory or not

If it is mandatory you then need to provide a message to present to the citizen where they have not answered it:

Mandatory warning

b) Include help text against the question:

c) Show the content on the PDF output

The default for this is to be true i.e. checked. This means that the content will appear on the PDF created as a result of the form.

This is useful where you don't want officers working on cases to see all data especially where it is sensitive.

But this sensitive data could be mapped to OpenProcess for a supervisor or a-n-other team to see per below:

d) Map to a key information field in OpenProcess

This is used where you want to pass content from the online form directly into an OpenProcess workflow. You need to map the Field id to the OpenProcess Field Code.

Map field content to OpenProcess

I.e. the above Field id matches the Field Code per below:

Top Tip

Mapping eDesigner form content to OpenProcess is best practice because it means:

a) The data is visible to officers without needing to open up the form PDF

b) If OpenProcess Flex is licensed, you can use the content from forms to drive different branches in the process

c) If OpenProcess Flex is licensed, you can used the content form forms to drive dynamic, personalised notifications both to citizens and for internal purposes

d) If OpenProcess Data Export is licensed, you can export all of this data for interrogation and insight derivation