Page Content (click on blue title):

 User Permissions Required (contact your BestNotes System Administrator for user permissions):



Navigate to the forms creation area by clicking on the Settings button in the bottom left hand corner of the page. In Settings click on Data Forms. A list of previously created Data Forms will appear.

Viewing an existing form is a good way to become familiar with the process of form creation.

To create a new form, click New Form at the top of the Data Forms screen. A prompt will appear to give the New Data Form a name. Enter the desired name in the box provided and click Save. When creating a new Data Form, first identify the number of rows needed for the data sheet. 

Each header and every question will take up one row each. 

To add rows simply click on the Add button in the upper right hand corner of the screen. Continue this process until the correct number of rows have been added.

Each row has an Order number, Label, Data Type, Size, Default Value, and Id. Each of these fields is editable (with the exception of the ID). 

The number placed in the Order section will designate the order in which the rows will appear in the finished form. 


The label field is used to enter your question or the section header. 
 Data Type / Size 

Data Type designates what type of row this will be. Options in this field will be text, which allows for a blank line in the finished form. 
  • Multi-line text allows multiple blank lines
  • Date allows for a date picker in that row
  • Check box places a checkbox next to the label text
  • Select box allows for a number of options to be selectable (NOTE: start with --*)
  • Section header is simply a way to have a header as its own row

Size is only used when text or multi-line text is set as the data type

  • When used with text, size designates the maximum number of characters that can be used
  • When used with multi-line, text size designates the number of lines displayed

 Default Value 

The Default Value is for the "Select box" feature to provide the options of choice. To add options in the Default Value field type, the options need to be separated by an astericks (*). e.g. --*Choice 1*2*3*4 (NOTE: start with --*).

Go to top / list

Reordering Rows 

To reorder the way rows appear in the finished form, simply change the number of the rows in the order column.
If the order number is changed on a single row, the other row's order numbers will not be changed to correspond to those changes. Best practices would be to renumber every row to avoid having duplicates or skipped numbers. 

Go to top / list

Lock and Default To 

To to slow down users from editing a Data Form, you can lock it and unlock it from changes. To set up new clients with a specific Data Form, select "Clients" in that row.

Back to top of page