Purpose

The Simple Tag Block in First Due's Form Builder allows users to automatically populate information from existing data fields into printable and emailable forms. This feature helps reduce manual data entry, improve accuracy, and ensure that information is consistently displayed within generated reports.

Users can configure a Simple Tag Block by assigning a title or description and selecting the corresponding data field from a dropdown menu.

Background Information

The Simple Tag Block is a customizable element within First Due's Form Builder that retrieves and displays information from a selected data field.

Simple Tags can be added to an existing form or incorporated when creating a new form.

Common uses for Simple Tag Blocks include:

• Automatically displaying incident numbers.
• Pulling existing information into printable and emailable forms.
• Reducing repetitive manual data entry.
• Standardizing how information appears within reports.
• Displaying information associated with specific data fields.

Important: A Simple Tag Block will not appear in the generated report if the associated section or selected value is empty.

Required Permissions

Users must have the appropriate permissions to access and edit printable and emailable forms within the Form Builder.

Video

Step-by-Step Guide

Step 1: Open the Form Builder

1. Navigate to the Form Builder within First Due.
2. Select Create Form or Open an existing form that you want to edit.

Step 2: Add a New Simple Tag Block

1. Once inside the form, locate the area where you want to add the Simple Tag Block.
2. Locate and Select the Add (+) button to display the available form elements.

Step 3: Select the Simple Tag Block

1. Scroll through the available form elements.
2. Locate and select Simple Tag.
3. The Simple Tag Block editor will appear, allowing you to configure the information displayed in the form.

Step 4: Review the Simple Tag Information (Optional)

1. Within the Simple Tag Block editor, locate the Information (i) icon.
2. Select or hover over the icon to review the information provided about the block.
3. Note that the Simple Tag Block will not display in the generated report if the associated section or selected value is empty.

Step 5: Enter the Simple Tag Title or Description

1. Locate the title or description field within the Simple Tag Block editor.
2. Enter the text you want to appear alongside the populated data.
3. For example, enter Incident Number to identify the incident number information that will be displayed in the report.

Step 6: Select the Data Field

1. Locate the dropdown menu associated with the Simple Tag Block.
2. Select the dropdown to display the available data fields.
3. Locate the field containing the information you want to populate in the report.
4. For this example, select Incident Number.
5. Verify that the appropriate data field has been selected.

Step 7: Save the Simple Tag Block

1. Review the Simple Tag title or description.
2. Confirm that the correct data field has been selected.
3. Select Save to save the Simple Tag Block configuration.

Step 8: Review the Simple Tag on the Printable Form

1. Open the printable form to view the configured Simple Tag Block.
2. Verify that the title or description appears as entered.
3. Confirm that the corresponding data is displayed alongside the title.
4. Review the spacing and formatting to ensure the information is presented clearly.
5. If additional spacing is needed, return to the Simple Tag editor and consider adding a semicolon and spaces to the title or description to improve the appearance.

Example: Incident Number; FDTA-26-00370

Note: The example above is for formatting purposes only. The incident number displayed in the actual form will depend on the selected data field.

Best Practices

• Use Descriptive Titles: Enter clear titles or descriptions that identify the information being displayed.
• Select the Correct Data Field: Verify that the selected data field corresponds to the information you want populated in the report.
• Consider Empty Values: Remember that the Simple Tag Block will not appear in the generated report if the associated section or value is empty.
• Maintain Consistent Formatting: Use consistent titles and spacing throughout the form to create a professional appearance.
• Adjust Spacing When Necessary: Consider using a semicolon and additional spaces to separate the title from the populated value.
• Review the Printable Form: Verify that the information displays correctly after saving the Simple Tag Block.
• Reduce Manual Entry: Use Simple Tags when appropriate to automatically populate existing information instead of requiring users to enter it manually.

Troubleshooting & FAQs

What is a Simple Tag Block?

A Simple Tag Block allows users to display information from an existing data field within a printable or emailable form. The selected information is automatically populated when the applicable data is available.

Can I add a Simple Tag Block to an existing form?

Yes. Simple Tag Blocks can be added to an existing form or included when creating a new form.

Why is my Simple Tag Block not appearing in the report?

The Simple Tag Block will not display if the associated section or selected data value is empty. Verify that the selected field contains the necessary information.

Can I customize the title displayed alongside the Simple Tag?

Yes. The Simple Tag Block allows you to enter a title or description that appears alongside the automatically populated information.

How do I select the information displayed in the Simple Tag Block?

Use the dropdown menu within the Simple Tag Block editor to select the data field you want to display.

Can I adjust the spacing between the title and the populated data?

Yes. You can adjust the text entered in the title or description field. Adding a semicolon and spaces may help improve how the information is displayed.

What should I do if the Simple Tag displays incorrect information?

Return to the Simple Tag Block editor and verify that the appropriate data field was selected from the dropdown menu. Make any necessary corrections and select Save.