Adding Custom Options: Expanding Existing Fields
This feature allows your Organization Administrator to add entirely new options to existing Pharmapod questions. This option is not available to all customers, it can be configured by contacting [email protected].
How to Add Custom Values
Navigate to Form Settings
Next to the relevant Form, click the toolbox icon next to the section you wish to modify.
Go to Form Field Settings.
Click the Add Custom Values button. A pop-up will appear.
Select Section: Choose the specific section to which you want to add options.
Question: Enter the text for your new custom option.
Description: Enter the text included in the description for your new custom question.
Field Type: Dropdown options versus freetext.
Mark as Mandatory Field: Is the question a mandatory or optional field within the form.
Add Field to: Who can view the question i.e. the submitter (initial form submission), and reviewer (event summary page, after initial submission is saved), or just the reviewer.
Save: Save your custom question which will show in the assigned form.
Result: Your newly added custom values will appear alongside the default Pharmapod options in the relevant section of the form.
Managing Your Custom Values
Custom values, being organization-specific, offer more management flexibility than default Pharmapod options.
Edit Custom Value:
In the section edit view, find your custom value.
Click the toolbox icon next to it.
Select Edit.
Update the value in the pop-up.
Click 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:
In the section edit view, find your custom value.
Click the toolbox icon next to it.
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:
In the section edit view, find your custom value.
Click the toolbox icon next to it.
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:
Similar to hiding default options, custom values can also be hidden.
Click the toolbox 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 Administrators can lock custom options to restrict Facility Administrators from changing their status (edit, delete, enable/disable, hide).
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.