Skip to main content

Form Settings: 10. Adding Custom Options: Expanding Existing Fields

Eogan McCullen avatar
Written by Eogan McCullen
Updated over a month ago

Adding Custom Options: Expanding Existing Fields

This feature allows your Organization Manager to add entirely new options to existing Pharmapod questions. This is available when "Custom Options" is enabled by Backoffice.

6.1 How to Add Custom Values

  1. Navigate to Form Settings > Select the relevant Form > Go to Form Field Settings.

  2. Click the tool icon [

    ] next to the section you wish to modify.

  3. Click the Add Custom Values button. A pop-up will appear.

  4. Select Question: Choose the specific question to which you want to add options.

  5. Select Main Category: If applicable, choose the main category under which the new option should appear.

  6. Custom Value: Enter the text for your new custom option.

  7. To add more custom values, click Add +. To remove one, click the trash can icon 🗑️.

  8. Click "Save".

  • Result on the Form: Your newly added custom values will appear alongside the default Pharmapod options in the relevant section of the form.

6.2 Managing Your Custom Values

Custom values, being organization-specific, offer more management flexibility than default Pharmapod options.

  • Edit Custom Value:

  1. In the section edit view, find your custom value.

  2. Click the tool icon next to it.

  3. Select Edit.

  4. Update the value in the pop-up and Save.

  • Note: Even if a custom value has been used in existing events, you can still edit its text. Existing event summaries will update to display the new text.

  • Delete Custom Value:

  1. In the section edit view, find your custom value.

  2. Click the tool icon next to it.

  3. Select Delete.

  • Important: A custom value cannot be deleted if it has been selected at least once in any existing event. If it hasn't been used, it will be permanently removed from the form settings.

  • Enable/Disable Custom Value:

  1. In the section edit view, find your custom value.

  2. Click the tool icon next to it.

  3. Select Enabled or Disabled.

  • Effect: If disabled, the custom value will disappear from the form view for new events.

  • Existing Events: If a custom value was previously used in an event and then disabled, it will still appear in the summary view of that existing event. However, if you edit that existing event, the disabled value will no longer be visible as an option to select.

  • Hide Custom Value:

  1. Similar to hiding default options, custom values can also be hidden.

  2. Click the tool icon next to it and select Hidden.

  • Effect: The custom value will be hidden behind the View more link on the form.

  • Locked for Facility Update (Custom Options):

  • Similar to default options, Organization Managers can lock custom options to restrict Facility Managers from changing their status (edit, delete, enable/disable, hide).

6.3 Section Tool: Reset to Pharmapod Default (for Custom Options)

  • Purpose: This powerful tool specifically affects custom values within a section.

  • How it Works: When applied, all custom values you have added to that section will be permanently removed from your form settings. They will no longer appear in any new form views.

  • Impact on Existing Events: Saved custom values in existing events will not be affected immediately in the summary view. However, if you edit an existing event that previously used a now-reset custom value, that value will no longer be selectable or visible in the edit form.

Did this answer your question?