Restrictions and Upgrades

About Restrictions

There are several restrictions when creating, deleting and modifying forms.

Tasks that Agencies can perform

• Create new forms ONLY from existing forms supplied by Netsmart(Agencies can not create new forms from scratch).
• Deleting forms is ONLY allowed for forms that have been created by the agency.
• The 'Order In Form' of group heading can be modified.
• Add their own groups
• Can only reorder or disable (make invisible) non-required Netsmart supplied fields.
• Can change group captions
• Can change the captions of Required Fields

Tasks that Agencies cannot perform

• Editing Forms supplied by Netsmart.
• Adding new form families
• Deleting Form Families
• Modifying any properties of a Form Family

How Netsmart will handle changes with Upgrades

• User Forms Left alone unless a field has been made required that was previously not required
• New Forms and Form Families are Added to the system
• Existing forms non required field properties less order and visibility (Unless now made required) are modified
• Existing forms required fields all properties less order are modified.
• Changes to the form for which users forms were copied from will also be made to the user forms.