Another option available on each form is Show In Sidebar. This shows or hides the form as part of the navigation on the left side of the intake page.
Each form also has a Title field. This field is used when displaying the form in the sidebar navigation. If left blank, it will use the actual name of the form to display in the navigation.
The Process Finish option is deprecated and will eventually be removed. It controlled the display of the "Finish" flag when using the now-deprecated Road Trip theme.
Put the Case Disposition field on the first or second form, default it to "Open", set Default Overrides Existing Value, and set it to "Hidden". This will let you click on the case number and see information about the application. Otherwise the case number will open to the intake process, but it will appear blank and not let you walk through it.
If you are collecting detailed financial information, for example with the Online Financial Information - Detailed block, let that block display the household size fields. If you want/need to instead use the individual fields ("Number in Household 18 and Over" and "Number in Household Under 18") those fields must be on a form before the form with the block on it. In other words, those fields must have values saved before the financial block loads.
Special Blocks and Other Elements
There are blocks designed specifically for online intake, and blocks that have options that are relevant to online intake.
Conditional Branch Logic Form Include
This block allows a branch logic form to be displayed based on one or more conditions. For example, the form could be displayed based on a matter's percentage of poverty, legal problem code, and county of residence. The conditions can be joined by the AND option (all conditions must be met) or the OR option (the form is displayed if any of the conditions are met).
Primarily used on the "Review and Submit" step of an online intake to prevent the applicant from making further changes and intentionally or accidentally re-submitting the application. The block has options to lock the current step of the process and/or all previous steps. This block disables the sidebar and top links so the applicant can't click on them.
Once an online intake is submitted, it is put in a static read-only state to prevent further changes. "Submitted" means the form containing the Online Intake Transfer block has been loaded. This locking occurs whether or not the Lock Step(s) block has been used.
Online Intake Additional Assistance
Allows an applicant to indicate they receive assistance that is not counted as income. Common examples are food stamps, housing assistance, etc. Displays the active values in the Additional Assistance Type lookup list.
Online Intake Adverse Party (deprecated)
This block has been deprecated and will be removed in the future. Use the Online Intake Opposing Parties block instead.
Online Intake Opposing Parties
A simplified means of adding multiple opposing parties. Only asks for type (Individual or Org/Business) and name.
Online Financial Information - Detailed
Allows applicant to input financial information. Configuration options to show assets and/or expenses in addition to income.
Online Financial Information - Simple Version Blocks
Simple Income, Simple Expense, and Simple Asset blocks. Each block presents a row for each active lookup value in the corresponding list. Each lookup value name is displayed as a label followed by a number entry field. For example, if a site's Income Category lookup contains 8 active lookup values, the Simple Income block will display those values in 8 rows, with each label followed by a numeric data entry field. All values are assumed to be monthly.
Note: If you use the Simple Income block and want percentage of poverty to be calculated and stored, you must put the Household size fields on a form before the form with that block on it.
Initial Legal Problem Category (Descriptive)
Allows collecting only the category early in an application if desired. If collected and the Online Intake Legal Problem Code block is used later, the applicant's selection will be used in that block.
Online Intake Legal Problem Code
Provides an interface for the applicant to choose a legal problem category, code, and special code using consumer-friendly text in a 'cascading' format.
Note: Legal problem category must be enabled for the branch logic to work.
The block uses the "descriptive" lookup lists for legal problem category, code, and special code. Those lists map the consumer-friendly text to the underlying LegalServer fields. For example, a problem code like "01 Bankruptcy/Debtor Relief" can be displayed as simply "Bankruptcy".
Each category descriptive can be configured to display a form or left blank. If a form is configured, it is displayed and stops the cascade. If left blank, the problem code descriptives associated with the category the user selected are displayed. Problem code descriptives can likewise be configured to display a form (stopping the cascade) or left blank to display special problem code descriptives associated with the problem code descriptive the user selected (if special problem codes are enabled in the block).
Online Intake Non-AP/Family
Provides configuration options to collect the name of a non-adverse party/family member.
Online Intake Referral Organization List
Displays a list of organizations that match specified criteria and can accept an e-transfer from the online intake site. The Online Intake Transfer block (see below) can be configured to transfer to the organization the applicant selects.
If your online intake site is part of Referral Hub, there is a "Use Referral Hub" option.
Note: For an organization to show in the list, it must either: 1) Be set for etransfer (as usual), or 2) it must have set "Accepts emailed case transfers?" to Yes in its Referral Hub record.
This block performs the e-transfer to the selected site. The e-transfer will be attempted as soon as the form this block is on is displayed; therefore this block is typically put on a form that follows a "Review and Submit" form.
The block has configuration options to select the site to transfer to, a program to display to the receiving site, a text box for a success message, and a text box for a failure message.
The block has an option to transfer to the organization selected by the applicant via the Online Intake Referral Organization List (see above).
Note: This block does not work with the standard Branch Logic block, but does work with the Conditional Branch Logic Form Include block.
