Once questions have been added to the Intake Layout Manager design screen for a specific Case Type, sections can be set to dynamically show based on the outcome of a particular question.
Questions created in the Intake Layout Manager will now transfer when the Intake is made into a Case to a new "Intake Questions" tab.
Sections in the Intake Layout Manager can display only when specific conditions have been met in the Section Settings pane.
Select the section you wish to customize and click the Settings icon
. Only sections with this icon can be configured.
NOTE: Standard Party blocks (Name, Phones, Addresses, Emails, and Online Accounts) cannot be customized.
Select the "Show this section only in specific conditions" slider in the Dynamic show (Plat) section.
In the "Criteria for showing this section" field, the questions currently in the Intake Layout Manager design screen will be available.
NOTE: Each Section Title must be unique, otherwise, this dropdown will be blank.
Select the question (condition) in which the section should be visible. This is a required field.
The operator field will vary based on the type of question you select. This is a required field.
For example, the "Police Involved?" question is a check box, so the operator field will display options for Equal and Not Equal.
Additional examples of operator options are listed below.
Questions of a Money type will display Equal, Greater Than, Greater Than Or Equal, Less Than, Less Than Or Equal, and Not Equal.
Questions that are linked to a directory will display Equal, Is Blank, Is Not Blank, and Not Equal.
Questions of a Date type will display the same options as Money but will also include Is Blank and Is Not Blank.
5. The value field is used to specify what the staff selects in order to show the selected section. This is a required field.
In the example from the image in step 2, the Record/Requests section should only display when the Records Requested? question is (equal to) Yes.
If the records were not requested, the dropdown will either be blank, ?, N/A, or No, thus hiding the Records/Requests section from the Intake.
The value will change based on the question type. In the examples from step 4:
Money – display a money field
Directory – displays a dropdown of options from the linked Mini or User Mini Directory
Date – displays a date field
6. Click the right arrow to close the Section Settings pane.
7. Click the Save button to save your changes.
On the Intake for the Case Type where dynamic questions are configured, sections will be hidden until the answer satisfies the operator and value.
Paragraphs and headers can also be used to display instructions and labels based on the answer to a question.
NOTE: A paragraph or header must be added to a section in the Intake Layout Manager design screen to be used dynamically with a question.
