The information in this article is accessible only by Admin and TC users in Sisu.
Forms play a crucial role in capturing and managing important data that drives key functionalities across the platform. Your forms store essential information that is used throughout Sisu for reporting. The data collected through forms can be leveraged for Task Management, the Client Portal, and other various features offered within Sisu.
Topics in this article:
Editing the Transaction Overview
The Transaction Overview is a place to house basic transaction information. While it functions similarly to the custom forms you create in Sisu, it differs from custom created forms. You can add or remove fields on the Transaction Overview, but you cannot delete it, rename it, or restrict its visibility.
The Transaction Overview is created by default so you don't have to create one yourself. It includes essential fields by default. You can customize it by following these steps:
Navigate to Admin > Team Settings > Forms and Fields.
In-line with the Transaction Overview, click the
icon to the right of the form and select Manage Fields.
Add and/or remove fields as you'd like. The form saves automatically after each change.
📙 For detailed steps on how to add fields to a form, check out this KB article.
Creating New Forms
Navigate to Admin > Team Settings > Forms and Fields.
Click the Add Form button in the upper, right hand corner.
Fill out the following fields:
Form Name: This will be visible within transactions.
Description: This will appear at the top of the form, just under the form name, when viewing the form.
Edit Only: Checking this box will display the form only for existing transactions and not when creating new transactions.
Applies To: Restrict the form from displaying for specific transaction types.
Restricted From Roles: This field allows you to restrict ISA and/or Agent users from viewing the form. TCs and admins always have access, so their roles aren’t listed.
Restricted To Groups: This field allows you to allow only certain Groups to view the form.
Click the Create Form button.
In-line with your new form, click the
icon to the right of the form and select Manage Fields.Add and/or remove fields as you'd like. The form saves automatically after each change.
📙 For detailed steps on how to add fields to a form, check out this KB article.
Editing Forms
Navigate to Admin > Team Settings > Forms and Fields.
In-line with a form, click the
icon to the right of the form and select Edit Form.Edit any details you'd like and click Save Changes.
If desired, add or remove any desired fields. The form saves automatically after adding or removing fields.
📙 For steps on how to add fields to a form, check out this KB article.
Setting Your Team's "Default Transactions Page Form"
Currently, the columns displayed on the Transactions Page match the fields from the form that is set as the Default Transactions Page Form. Admins can set the Default Transactions Page Form for their entire team.
Note: Each user can set their individual preferred Default Transactions Page Form in their User Profile. Each user's individual default preferences will still override team preferences.
To set your team's Default Transactions Page Form, do the following:
Navigate to Admin > Team Settings > Forms and Fields.
On the right side of the form you'd like to select as the default for your team, click the
icon to the right of the form and select Default This Form For Transaction Records.
Where will other users see my forms?
Other users can see your forms from within each transaction. Remember that users will only see the forms that their role or group permits them to see. To see forms in a transaction, do the following:
Navigate to the Transaction Page and click on any transaction to open it.
All forms that are visible to the user and relevant to the transaction will appear in the Form drop-down menu.
