Issue
I have questions near the bottom of a large form that I need to move up in the form but don't want to rebuild the whole form.
Environment
Kipu EMR, Roles: Super Admin, Features: Manage Templates, Templates: Evaluations
Resolution
A Super Admin or User with the Manage Templates Feature can move around the questions within an evaluation template by following the steps below.
- Select the Templates tab in the top toolbar, then the Evaluations tab.
- Click the Edit Pencil to the right of the form name.
- Across from the Bold Title of your form select the Edit Pencil button. This opens up the field list view.
- From this field list, you can easily drag and drop the fields to reorder.
- Hover over the gray [drag] option to the left of the item you need to move till a four-way arrow cursor appears, then click and hold the word [drag] and move it.
- Release the [drag] to complete the move.
- To review the template changes select the Edit Pencil to go back to the template fields.
- Tip: This works best when the "name" field of the template has been filled out. If there are a lot of field rows without the name, we recommend copying in the label so that you can accurately position these fields.
Cause
This can happen after a facility is reviewed and is then advised that certain items need to be added or moved around in their current forms.
Additional Information
- To learn more about form field types, click here.
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