If you have a mask, a data record for a specific client, or just a page of variables ready to be scanned, Pathagoras can create a 'Fancy' intake form for you from that content.
Here are the steps to create the form
a. Display the Instant Database screen. Display a mask or a record that has the variables you want. Alternatively, scan a document that contains the variables you want. (The latter may be preferable if you have a list of variables in that the list may already contain the preferred order of 'appearance.')
b. Press the Power Tools button
c. Click Print/Transfer Variables button.
d. Select 'Create 'Fancy Intake Form'
e. Enter the number of columns you wish the form to initially contain. (You can add more columns or divided specific cells into two, at a later time.
f. Pathagoras calls up a sample (but very usable and editable form) and inserts a table with the proper number of columns and rows to account for the variables.
g. Edit to your hearts content. Add rows, split cells, split the table (for 'sections' of the interview. Word (not Pathagoras) is providing many tools that allow you to manipulate the table. And remember -- you and cut and paste between and among cells. It's quite easy. Remember to follow the caveats listing the previous section of this Manual.
Hints and tips:
If you want to add 'friendly prompts' to each cell ('Your name' vs. '[Client Name]', 'Best Contact' vs. '[Contact Name', etc., before performing step 'c.' above, add your 'friendly prompts' into the value (right) side of the Instant Database screen. These values will be used as the 'friendly prompts' in the intake form.
Multiple choice variables, if they are not to be ignored, must have either a group name or a title. (A group name is a term enclosed within "!" marks that cause are variable of that same group to change in tandem. A title is a term within the variable that is separated from the variable's values by a colon.
You can add a second (or third) table, allowing you to create 'sections' on the intake form. Just add '[NewSection]' as a 'variable' and Pathagoras will start a new table. If you want Pathagoras to create a header, add a colon and the header text. E.g. '[NewSection:Children]'.