Skip to main content

How To: Create a Better Treatment Link Subform

Dean 4 Comments

One of the most powerful aspects of an electronic health record is the ability to link service documentation to a client’s goals and objectives and to ensure that the services provided are related to the clients current goals and objectives.

myEvolv provides a simple toggle setting to add a Treatment Plan Link on service documentation in the event setup.

This setting adds a system subform to the bottom of your service documentation forms that includes a Treatment Link column for selecting a goal from the client’s treatment plan, an Additional Treatment Detail column for selecting a child objective or method from that goal and a Notation column for capturing a note.

After attempting to use the system subform for several months, we noticed a couple of things about it that we didn’t like. The main issue is that the subform does not filter to list only goals from the most recent approved plan. It lists all of the goals that ever existed for the client. In our programs, plans must be reviewed as often as monthly so the list begins to grow very quickly and we were finding that users were often linking old goals to their current documentation. Also, you are stuck with the subform being way at the bottom of your form, which isn’t always ideal.

I used the following method to create a better subform for our direct care workers to link their service documentation to treatment goals without having to sort through a huge list of goals and ensure they always picked goals that were currently in place.

Step One: Get the service_plan_header_id of the most recent completed treatment plan onto the service documentation form.

For this task, we can use a variable since we only need to filter at the point where the service documentation is being added. If someone opens last year’s event and the variable (which will not be visible anyway) has the current treatment plan’s service_plan_header_id in it, that doesn’t affect anything other than the subform’s Goal picklist, which will be locked since the event is complete.

I added a Custom String variable to my form with the name current_plan

In order to get the service_plan_header_id of this client’s most recent treatment plan, I used the following JavaScript code for the Default value property:

var conditions = 'program_providing_service=\'\''+programPS+'\'\' AND actual_date = (SELECT MAX(actual_date) AS most_recent FROM service_plan_event_view WHERE people_id = \'\''+parentValue+'\'\' AND program_providing_service=\'\''+programPS+'\'\' AND approved_date IS NOT NULL)';
var plan_id = getDataValue('service_plan_event_view','people_id', parentValue, 'service_plan_header_id', conditions);
if (plan_id == null) {{
plan_id = 'NONE ON FILE'
}}
plan_id;

The first line of this code is setting up the SQL conditions that will be passed along in a WHERE clause query executed by the getDataValue() function. In my case, I wanted to be sure I got the most recent service plan event that matches the client for whom this service documentation is to be entered and matches the program providing service of the service documentation. The latter is necessary in case the client has more than one treatment plan at a time in different programs. The approved_date IS NOT NULL clause ensures that if there is a treatment planner working on a draft, the draft goals do not list for the direct support staff doing service documentation.

In the second line, we use this condition statement as the fifth argument in the getDataValue call. Here we are looking for a treatment plan in the service_plan_event_view that has the matching values from above and returns the service_plan_header_id

Then I checked to make sure a service_plan_header_id is returned. If one is not returned, I set the variable plan_id to be ‘NONE ON FILE’ mostly as a way to make sure my code was executing. This will be the value that fills in if someone goes to add service documentation for someone who has no plans on file for that program providing service.

Finally, I echo the value of plan_id so that the value will populate the form field.

Step 2: Create a subform similar to the system version to add to your service documentation form.

For my purposes, the subform didn’t need to be much different than the system subform. We wanted the direct support staff to select the Goal and Objective that was worked on and then enter a note related to the specifics of the objective selected.

I copied the default form in the Treatment Plan 2 Event Link – People B2E form family and made modifications.

This is what the overall form looked like in Form Designer when I was done:

Event Log Id and Additional Treatment Detail were from the original form. I left them on but pushed them to the top and made them not visible. Notation is also the same field as from the original form but we decided to make it required.

Goal is the Treatment Link from the old form. I changed it to use the Treatment Plan Goals by Plan Look-up Table so that I could use the service_plan_header_id as a parameter.

For the Depends On Other property, I used the code

getParentFormElement('current_plan')

This gets the value of the variable we created in step one and uses it as that @param2 shown in the Look-up Table Picklist’s Condition column. This is the piece that will filter the Goals picklist on the subform to only list the Goals from the treatment plan with the service_plan_header_id we supply it.

Finally, I created a new database field to use for our Objective field. I set it up as a Foreign Key type of field and I used the Service Plan Details (child nodes) Look-up Table.

This look-up table uses the service_plan_details_id to filter for a list of objectives that belong to that service_plan_detail . In this case, we are selecting a service plan detail in the Goal field, so we can filter this LUT to only show the Objectives that belong to that goal. To do that, I just select the Goal field as the Depends On property.

***Note: You can go one level deeper and add a picklist field to the subform for the methods by repeating the steps for making the Objective field except selecting the Objective field for Depends On since Methods belong to Objectives the same way that Objectives belong to Goals.***

Once you have your subform ready (remember to check the box for Is Visible on Subform!), add it to your service documentation form. Assuming your variable from step one is pulling correct service_plan_header_id’s, you should see only the most recent active goals in your Goal field and then only the objectives for that goal in your Objective field.

Troubleshooting: Data Insight Reports and Views Don’t Update

Dean Leave a comment

If you are anything like me, you work with Data Insight by roughing out your SQL query, dropping it into a virtual view, and then starting a report to see if your query is pulling the data you were expecting. If you need to make changes to your virtual view, you return to the virtual view management area of Data Insight and make the changes and hen back to your report to check the results.

Once you have spent many hours working with Data Insight, you will see some pretty strange behavior but one of the most frustrating occurs when you spend a long time troubleshooting a query issue and no changes you make to the virtual view or report seem to make a difference. The report runs in the preview window exactly as it had before.

The Problem

Most of this is speculation but this is what my gut tells me is happening here. With other reporting tools like Crystal Reports or SSRS, you write your query and when it’s time to run the report, the query executes on the database. With Data Insight, you are creating a virtual view that runs when you save the virtual view definition and creates a data object that you then use to write a report.

This might explain why just saving a definition on some more complex SQL can take a while and also why you are limited to using filters on the data you retrieve AFTER retrieval rather than including parameters in your query statement.

The Solution

When you are in the Report Designer, changing the columns used in the report has the effect of refreshing the virtual view that is being used. So after you update your virtual view, reload your saved report, add a column to the report and then remove it before running the report to see your changes reflected in the data that pulls in. Keep in mind that this process will need to be done to all reports that use the virtual view if you want them to update.

myEvolv Tips: Third Party Software Installation Files

Dean Leave a comment

myEvolv uses some third-party plugins for things like scanning and printing. The installer for these are supposed to execute automatically for users when they reach a point where they need them. For example, the MeadCo’s ScriptX plugin installer will launch for users who try to print on a machine that does not have the plugin installed.

These installers are available to be downloaded on demand so that they can be pushed out with group policy or pre-installed on machine images. On the old forums site, I had found a listing of the location of each of the installers and grabbed a snapshot of it before it closed down. Recently our own IT people were wondering about how to get one of the plugins and it reminded me that I had the snapshot somewhere and also that I should post it here since it is something I’m sure others have needed.

The table below will lists the program and it’s location. The location is relative to your agency’s myEvolv login page. For example, if your agency’s myEvolv login page is https://myevolvagency.netsmartcloud.com and the location for the file you want is imageX.msi, then you will go to https://myevolvagency.netsmartcloud.com/imageX.msi

Third Party Software Installation Files

File Location Note
Spell Checker Wspell.cab Demo remarks field at /remarks.html ?
Printer Smsx.exe MeadCo ScriptX
Check Print Cp_setup.exe
Front Desk FrontDeskSetup.msi
Image Scanning imageX.msi No longer there?
Custom Report Designer RDSetup.msi
WebCam VideoCapX.msi This must be for direct capturing photos on photo link fields.

How To: Anchor Sub Report Data to the Parent Event

Dean 4 Comments

myEvolv sub reports can be very useful despite their limitations. Their most useful out-of-the-box application is in something like a face sheet, where you want to bring in the current information available, perhaps with some filtering.

In the first draft of some of our form designs, we used the current location sub report to display a client address. What we did not anticipate was that the address on previously entered notes would change when the individual’s address changed. We wanted that address to be locked on the form once it was saved. A few years later some of the Audit Snapshot functionality came out but that still didn’t work for us because of how audit snapshots worked. We needed a way to have the data on the sub report be based on the date of that event, not today’s date.

In subsequent years, I have figured out a few ways to accomplish this, depending on what columsn the sub report views provide and what we are trying to accomplish. I will try to lay out a few different methods below as I have time.

Method 1: Using a Join Column as a Parameter in the SQL Code

This method is good for when you want a sub report that will show you events within a time range from the parent event’s date. For example, you are creating a monthly report type event and need to list all of the progress notes from the 30 days prior to the monthly report date so that you can display them for the monthly report writers to summarize without running a separate report or opening them individually.

In this example, I will create a sub report using the physical_characteristics_view. I want to only show the physical characteristics from any and all events that occurred in the 30 days leading up to the event on which the sub report will display.

Configure Join Columns

When I first copy the system sub report to make my user sub report, the only join column is the people_id. If I display the sub report with this as the only join column, the subreport will show all of the physical characteristics in the system for all time for that person. If I save the event today, when I open it in a year, it will have an additional year’s worth of physical characteristics showing. The first thing we need to do is also use actual_date as a join field.

Check the box for Join Field? and select Less Than or Equal To for Operator.

With this step done, the subreport will now only ever show the physical characteristics for this client that have an actual_date prior to the actual date of the event it is being displayed on. Half of the problem is solved but this report does not cut off at 30 days prior– it would show all of the events prior, going back to the first one entered for this client.

Custom SQL Code

Values entered in the SQL Code field act as a WHERE clause in a SQL query. We already took care of filtering future events through a Less Than or Equal To join so now we just need to limit the past events in the WHERE clause.

I found that if you are using a field as a join field in the previous step, you can actually bring it in as a parameter value (though I have not used it enough to be sure this will hold for all cases, it seems to work here consistently). This allows us to use the same date value that we are using to filter on the join in our WHERE clause. We will combine it with the DATEADD function to go back 30 days and filter for those physical characteristics with an actual_date Greater Than or Equal To that date.

The first actual_date is the actual_date of events in the physical characteristics view. The @actual_date is a parameter that will get its value from the actual_date field on the parent form at the time the form is generated.

The DATEADD calculates thirty days prior to that parameter value and we are looking for anything that happened after that 30-days-ago-date and the parent event’s date.

actual_date >= DATEADD(day, -30, @actual_date)

More Methods to Come!

myEvolv Tips: Developer Tools in Modals

Dean Leave a comment

There are times when it is useful to analyze the Document Object Model of your myEvolv form, especially when you are trying to figure out ways of manipulating the form with JavaScript. If you are on a main screen in myEvolv, you can simply press the F12 key on your keyboard to bring up Internet Explorer’s developer tools. However, this does not work when you press it while focused on a modal pop-up in myEvolv.

In order to get the developer tools to work so that you can see the DOM for your event forms, follow the steps below.

1) Disable Setting that Allows Websites to Suppress Address Bar

Open Internet Explorer’s Internet Options and click on the “Security” tab. Make sure “Trusted Sites” is highlighted and click the “Custom level…” button.

In the Security Settings dialog, scroll down to the Miscellaneous settings. Select “Disable” for the setting “Allow websites to open windows without address or status bars”. Apply the settings and close the Internet Options dialog.

This setting will cause the modal popups that myEvolv uses to display event forms to display their url, which is required for developer tools to be used on a window.

2) Open Developer Tools and Un-Pin it From the Browser Window

At this point, some of you may be able to simply open an event form in myEvolv and press F12 and the developer tools open without problem. For others, nothing happens when F12 is pressed in a modal or you get a warning that says the main windows developer tools will need to close so that i can open a new one in the modal but then nothing happens.. The rest of the steps in this post will show the workaround for that.

The first thing you will need to do is un-pin the developer tools from the browser window so that they open in their own separate window. Close any modals you have open and press F12 so that the developer tools open in the browser. In the upper right hand corner of the development tools pane, there is an un-pin button you can click. The develop tools will then open in their own separate window.

3) Open The Event and Select the Right Form in the Debugger

With the Developer tools in their own window, you can open the event that you want to analyze with developer tools and still have access to the developer tools window. When you open the event, it will not automatically populate in the developer tools. You must select it in the “Debugger” tab.

Click the Debugger tab and note that the pane below the toolbar support multiple tabs. You will probably see main.aspx loaded in the pain and that represents the main screen of myEvolv. At the bottom of that pane is a debugger pane. Find an error or warning related to eventform.asp. It should be shown as a link and clicking that link will load the event_form DOM in the debugging pain next to main.aspx.

UPDATE: Easier Way

Instead of going through the last steps 2 & 3 above, you can just copy and paste the url for the modal into a new tab in Internet Explorer and then launch developer tools for that tab.

How To: Create an Events to Complete Subreport

Dean Leave a comment

EDIT 3/16/2018: Reader Jen G. pointed out that a staff member’s staff_id != people_id in all cases and therefore my approach would not always work for all staff. She proposed a different form to copy for this setup that will work 100% of the time so I have updated the post to reflect her proposed changes and fix my approach. Thank you, Jen!

This comes from a reader request. The goal was to create a subreport in the Agency > Staff & Security > Staff Information formset that would list the service events that a selected staff member had not fully completed. The subreport could be useful for supervisors to follow up on events that their supervisees needed to e-sign or otherwise complete, especially in the event where a staff member was transitioning out of the agency. The following is my proposed solution to that problem:

Step One: Create a User Sub Report

Navigate to Setup > User Tools > Sub Reports – User > User Sub Reports and create a new User Sub Report. Give the sub report whatever name and code you wish. For System Sub Report, select any report that has event_view as a Data Source Name. In my case, I chose the “Compass (Initial) Peer Delivered Services” report.

When you are selecting from this list, the only critical thing is the data source name. Everything else only speaks to how that particular report had been configured with the data source for that particular system report. It will tell you which columns were used to join and the remarks column will give you and idea of how it might be used “out of the box” but you can change all of those properties once you have the data source linked to your user sub report.

On your new sub report, change the following properties:

SQL Code: is_service_event = 1 AND is_locked = 0

This will filter the event log to only show events that are service event and only those that are not locked. The event_view has many columns in it that will allow you to customize this filtering to get exactly what you want to see. Some other options are: completed, is_amended, is_billed, is_deleted, is_e_signed, is_final

Report Fields: Pick any that you want to display. For my subreport, I wanted to show the client (full_name), the event (event_name), and the date of the event (actual_date).

The one that you need to have for sure is staff_id, which we will mark as a join column. In the Overwrite Form Field to Join, put some value (I used “staff”) and for the operator, choose “Equal”. Remember the Form Field to Join that you used for later. Below is a screenshot of my setup:

Step Two: Create Form

You don’t have to create a whole new form to house this subreport. You might choose to add the subreport to one of the already existing forms in the Staff Information formset. The important thing for this step is that the form you end up putting this subreport on MUST have the staff’s people_id staff_id on it. Maybe the form already has it on there or maybe you need to add it in the form of a variable. I will show you how to add it if it doesn’t already exist.

In my case, I am adding the subform to a custom version of the Personal Info formset member. So in form designer, under the Personal Information form family, I copied the Staff Personal Information Form. On my custom form, I hid all of the fields that I did not want users to see and I added the subreport that I created in part one. Now I need to make sure there is a staff_id named “staff” for the subreport to join on.

To do this, add a regular string variable to the form. Caption it whatever you want but give the variable name the same name as your used for your Overwrite Form Field to Join on the subreport created above. We need this variable to default in with the staff member you select’s staff_id so in the default value field, we will put the following code:

keyValue

Edit: Because I used a form from the Personal Information form family, the keyValue in this case will be a people_id and not a staff_id. Therefore it will only work right on those staff who have the same value for their staff_id as they do for their people_id and this is not always the case. If you copy a form from the Staff form family, you can simply use keyValue because it is the staff_id. But if you are copying a Personal Information form, use the following code to get the staff_id:

getDataValue('staff', 'people_id', keyValue, 'staff_id');

Here is a screenshot of my variable’s configuration:

Once you have confirmed that this field is pulling in a GUID, you can make this field invisible on the form.

Step Three: Create a New Formset Member

With your new form created, you can now associate it with a new formset member so that you can display it for users.

Navigate to Setup > User Tools > Formset Maintenance > FormSet Members and select the Staff Information Formset from the Agency module.

Create a new formset member, name it what you’d like and then select the Personal Information form Family and your new form as the Default Form. Make sure Is Active is checked and then save. Remember to go through the Navigation scheme setup and turn on the new formset for the users who will need access.

The Final Product

With everything setup above, you can navigate to your new formset member and select a staff member. Your form variable should get a default value of the staff you selected’s staff_id and your sub report should be joining on the that staff_id, thereby filtering the event_view to that staff member’s events. Your SQL Code statement on the user sub report will further filter the event_view to just those you are interested in seeing. In our case, the service events that are not locked.

Troubleshooting: Event Not Always Honoring Edit Form

Dean Leave a comment

I had this issue come up for me recently while working on making placement disruptions more secure. By the nature of placement disruptions, we needed to allow users to go back in and edit the placement disruption to add an end date but we did not want other fields to be editable at that point so I copied the placement disruption forms, made the fields we wanted to lock down not-modifiable and then linked the new forms to the event as the form to use on Edit.

While testing, we noticed that if we saved a new placement disruption and then immediately edited it, the Add form was being used. If we refreshed the list of placement disruptions and then edited the placement disruption, the Edit form was being used as intended. Based on how placement disruptions actually get used, this probably would not be a problem because typically staff will set them up one day and edit them another day, which means that they will have gone through at least one refresh. Still, I was annoyed about this and wanted to figure out how to make it behave. While I used this fix specifically to get the Edit form to be used, you could apply this in any situation where you need the event information to update in the list so that other form functionality works properly as well.

The Problem

I noticed that after saving the placement disruption, the list of placement disruptions did not refresh itself. The most recent placement disruption should be showing at the top of the list but it was being appended at the bottom of the list and the list never refreshed itself to fix the order like it typically does. Also the placement disruption type did not fill in on the list indicating that the list refresh was necessary to update the event information enough to indicate that the edit form should be used on edit instead of the add. A manual refresh made all this happen. So the problem was related to the event listing not refreshing after save.

This is the list of placement disruptions before adding one.
After I added a placement disruption, the list did not refresh. The new placement disruption is at the bottom.
After clicking the Refresh button, the list updated to fill in missing information and list in the proper order.

The Solution

I went through the formfunctions.js file looking for any code snippet that would refresh the listing after save and found one. If you have any forms that do no automatically refresh the event listing after save, you can add the following code to the After Save Code property of the form:

self.refreshCallerWindow = true;

With this code on the form, after I save the form, the list of event automatically refreshed itself rather than requiring me to click the Refresh button. When I click to edit the newly created placement disruption, the Edit form opened.

With the code on the form, after saving, the list displayed with the proper information filled in and in correct order.

How To: Enforce ZIP+4 in Client Demographics

Dean Leave a comment

Some payors are beginning to require that client addresses utilize the ZIP+4 ZIP code in order to get paid.  The ZIP code field in myEvolv has a datatype of Zip Code which appears to be a string field that allows up to 10 characters.  This means that you can store a 5-digit ZIP code or a ZIP+4 in the field.  Furthermore, the functionality for auto-filling the city and state fields based on the ZIP code will work with either type of ZIP code.

One thing that is lacking is the ability to force users to input a ZIP+4 in the ZIP code field.  The following guide will show how you can add some form validation to the Client Demographics form that will help to prevent users from entering only the 5-digit ZIP code.  While we will be looking at only one set of forms, you should be able to apply the same changes to other forms and address subforms to achieve the desired result elsewhere in the system that addresses are collected or edited.

Setup New Demographics Formset Member

For the purposes of this demo, we are going to modify the Client Demographics form.

This is a system form and we cannot directly make changes to it so instead, we must create a custom demographics form, address subform and formset member so that we can make the changes we want.

Copy the ‘Address by ZIP code‘ Form

This form is in the Address Info for People form family. This is the form that is used for the Personal Address subform on the Client Demographics.

Copy the ‘Client Personal Information‘ Form

This form is in the Personal Information form family and is listed at the top as the default form. This is the main form that loads when you go to the Client Demographics formset.

On your newly-copied, custom version of this form, swap your custom Address by ZIP code subform in for the default Address by ZIP code subform.

Remember that when you copy and begin editing these system forms, a good rule of thumb is to only add to the form or carefully edit what is on the form so that you do not have downstream effects. Avoid deleting elements. If you don’t want them to be visible, simply hide them.

Create New Formset Member

Select the Client Personal Information FormSet in Formset Maintenance. By Default, the Client Demographics formset member is ordered #1. Add a new formset member and copy the settings for it just like the system default Demographics formset member EXCEPT that we will be using our custom Client Personal Information form instead of the system form in the Default Form field.

With the new formset created, remember to make it available to all navigation schemes which need the ZIP+4 validation. In order to avoid confusion, you can make the default formset member unavailable to those with the new formset.

Pro Tip: I temporarily put “TEST” in the Tab Caption of my custom formset so that I could find it easily when adding it to the navigation schemes.

You now have a separate and customizable Client Demographics formset to play with in your system

Modify Forms to Validate for ZIP+4

We will need to make changes to both of our forms in order to cover all of our bases. Our method for validating is to check the subform zipcode field when it is changed and determine if the zipcode entered is comprised of 10 characters. If the zip code is other than 10 characters, we will alert the user that they must enter a ZIP+4. If they ignore the warning and attempt to save anyway, we will prevent the save and alert them again that a ZIP+4 must be entered.

Custom ‘Client Personal Information’ Form

Step 1) Add a variable to the form just above the Personal Address subform. This variable will be used to store our ZIP code validation state that we will check before saving.
I named my variable is_zip_invalid and gave it a Regular Numeric datatype. You can set your variable to be not visible.

Step 2) Add the following code to the form’s “Before Save Code” property:

if(getFormElement('is_zip_invalid') == '1'){{
alert('You must use ZIP+4');
formValid = false;
}}

The code above checks to see if the value of the variable we just created is ‘1’. If it is, then it gives an alert and tells myEvolv to abort the save because this form is not valid. On the subform, we will add code that will set the value this variable based on what is entered in the zip code fields.

Custom ‘Address by ZIP Code’ Form

Step 1) Add the following code to the ZIP Code field’s “On Change” property:
This code can go under the setAddressFromZip(this); line.

var zip = self.getElementFromXML(currentRowXML, 'zip_code');
if(zip.length != 10){{
window.parent.window.alert('You must use a ZIP+4');
window.parent.setFormElement('is_zip_invalid', 1);
}} else {{
window.parent.setFormElement('is_zip_invalid', 0);
}}

The code above creates a variable named zip and assigns it the value that user enters into the ZIP Code field. The script then checks to see if the value is 10 characters long. If it is not, the code produces an alert to remind the user that a ZIP+4 is required and then sets the value of is_zip_invalid on the parent form to 1. If the value is 10 characters long, the script sets the value of is_zip_invalid on the parent form to 0.

Step 2) Add the following code to the form’s “Before Save Code” property:
Since it is possible for users to open the subform in a new window, we also need to do some validation on the subform itself in case a user ends up adding or editing addresses via this method/

var zip = getFormElement('zip_code');
if(zip.length != 10){{
alert('You must enter a ZIP+4 in order to save');
formValid = false;
}}

The above code does the the same thing that the “Before Save Code” from the other form does. The only difference here is that we have direct access to the value entered in the ZIP code field so we use that to validate the form rather than the variable flag.

When put altogether, you will have a custom Client Demographics formset that will warn users at the time of changing a ZIP code field if they are not entering a ZIP+4 and will not allow saving until the ZIP code is fixed.

One Vulnerability

The way that this is setup, the value of our variable is_zip_invalid is changed any time a zip code is updated so if the last zip code altered is valid, all zip codes will be accepted as valid. So for example, let’s say that I edit two zip codes on the form. On the first one, I only put in the 5-digit ZIP code. I get an alert telling me to use the ZIP+4 and my variable gets assigned a value of ‘1’. Next, I close the alert and alter the second ZIP code and this time I enter the ZIP+4. Our code executes to check that the ZIP code I entered here is valid. It sees that it is and assigns our variable a value of ‘0’. The form will successfully save even though I still have a 5-digit zip in the first address that I edited.

More complicated code might be able to do a more thorough job of validating multiple zip codes before save but I haven’t figured that out yet.

How To: Default a Date Field Value Based on Another Date Field

Dean 7 Comments

NOTE: THIS POST IS AN UPDATED VERSION OF THIS POST

When working on treatment plans in myEvolv, you will notice that many of the treatment plan component forms contain both a start date and a target completion date.  One of the programs I was building a treatment plan for wanted to have the target completion date on the form but always wanted it to be 90 days from the start date.  Instead of making each clinician calculate 90 days from the start date and fill it in themselves, I used this method to take the date value from the start date and update the target completion date field with a value that is 90 days later.  I will walk you through the JavaScript that I used so that you can make adjustments based on your needs.  The full snippet of JavaScript will be at the end.

two-fields

Where does the code go?

The first consideration is where to put the JavaScript.  In this case, used the ‘On Change Script’ field property on the field that will be modified by the clinician, ‘start_date’.  myEvolv provides us with access to 3 events that we can use to trigger our JavaScript handlers (the code we want to execute):  ‘On Change’, ‘On Click’ and ‘On Load’.  The ‘On Change’ event is fired when the value of the field has been changed.  This is the most suitable event to use in this situation since I do not want the new date value to calculate until there is a value in the first date field.  Furthermore, if a clinician makes a mistake entering the start date, I want the new date to recalculate when the clinician makes an adjustment.  Both of these scenarios are covered when using the ‘On Change’ event.

Get the ‘start_date’

The first line of JavaScript code’s purpose is to get the value that has been placed into the ‘start_date’ field and convert it into a proper JavaScript Date object so that we can manipulate the date easily. I declared a variable named date and set it to be a new Date object passing the value of the ‘start_date’ field as its argument:

var date = new Date(getFormElement('start_date'));

Calculate the ‘target_date’

Now with the date entered by the clinician converted to a Date object, I can perform some calculations on the date using the ‘getter’ and ‘setter’ methods built in to JavaScript Date objects. In my scenario, I need the ‘target_date’ field to be +90 days from the ‘start_date’ so I used the getDate() and setDate() methods:

date.setDate(date.getDate() + 90);

If I wanted to do +3 months instead, I would use the getMonth() and setMonth() methods:

date.setMonth(date.getMonth() + 3);

If I wanted to do +1 year, I would use the getFullYear() and setFullYear() methods:

date.setFullYear(date.getFullYear() + 1);

There are also methods for getting and setting hours, minutes, seconds, and milliseconds, but I am dealing with Date Only fields in this scenario.

Format the ‘target_date’

Now that the date object has my new date stored in it, I need to put that value into the ‘target_date’ field. However, the date in the date object is not formatted in a way that myEvolv’s date fields like so I need to pull the individual date elements from the object and build a string value to place in the date field. I accomplish this first by declaring variables for the month, day and year:

var mm = date.getMonth() + 1;//+1 is needed because in JavaScript Date objects, January is 0
var dd = date.getDate();
var yyyy = date.getFullYear();

Now I declare a new variable called formatted_date and set its value to a concatenated myEvolv-friendly string:

var formatted_date = mm + '/' + dd + '/' + yyyy;

Set the ‘target_date’

setFormElement(‘target_date’, formatted_date);

 

One Caveat

You may be inclined to disable the ‘target_date’ form field so that clinicians cannot change the value after it has been calculated. I was unable to get that to work, however. When a form field is disabled, it is excluded from being saved so for now it would seem that you have to keep the form field modifiable. If you used this same similar* code in the ‘On Change Script’ property for ‘target_date’, you could prevent the ‘target_date’ from being changed by effectively reverting any attempts at changing the ‘target_date’ manually.

*You will need to also add some JavaScript to validate that the ‘target_date’ has been changed because if you just put this exact same code in the ‘On Change Script’ property for ‘target_date’, you will end up in an infinite loop when ‘actual_date’ is changed on the form and you will crash the browser.

The Full Code

var date = new Date(getFormElement('start_date'));
date.setDate(date.getDate() + 90);
var mm = date.getMonth() + 1;
var dd = date.getDate();
var yyyy = date.getFullYear();
var formatted_date = mm + '/' + dd + '/' +yyyy;
setFormElement('target_date', formatted_date);

How To: Launch Forms from Other Forms

Dean Leave a comment

I have found that it is often small things that can make all the difference in how user-friendly our myEvolv processes are. One problem that we ran into with myEvolv was that if you were in the middle of working with a form where you needed to select, say, a collateral but that collateral had not yet been added for the client, you would need to save the form as a draft (if allowed), navigate to the collaterals formset member to add one and then return to the original form to select the collateral. If you have experienced this, then you know how annoying it can be.

My solution to this issue was to add urls to our forms that would launch the collaterals wizard without the need to close the form at all. Users are then able to add collaterals on the fly. This could be used for other relationships like health providers or families and possibly even things outside of the relationships formset. This post will demonstrate how to create a URL form variable to launch the collaterals wizard but you should be able to apply the same steps to other formset members and achieve the same results.

Adjust Your Browser Settings

myEvolv creates popup windows just like any other website by opening a new browser window with it’s own URL. The default browser settings for Internet Explorer allow myEvolv to hide the URL of those popups but we want to examine the URL because we want create our own URL’s to display on our forms that will open the same windows. To make the URL visible on popups:

1) In Internet Explorer, go to Internet Options
2) Click on the “Security” tab
3) Make sure you are in the “Trusted Sites” zone and click “Custom level…”
4) In the “Miscellaneous” section of the “Security Settings”, DISABLE “Allow websites to open windows without address or status bars”
5) Click “OK” and then close Internet Explorer Settings

security-settings

With this setting disabled, you will now see the URL for all popups that myEvolv creates. See the image below for the before (top) and after (bottom).

url-vs-no-url

What’s in a myEvolv URL?

I am interested in getting the URL for the popup window that is created when I go to create a New Manual Event for a Personal Collateral so I pick any client and open the form to add a new personal collateral. The URL for that window is long so let’s break it down and see what we can determine about it. Below, I have the URL and have added a line break before each &

https://myagency.netsmartcloud.com/new_person_form.asp?process_code=COLLATERAL
&form_id=NEW_COLLAT_SEARCH
&parentValue=CA333940-AC8A-4DB0-962D-5E70C6DFB13B
&key_value=
&addAllowed=true
&editAllowed=true
&deleteAllowed=true
&isAmendment=false
&isCompleteScheduledEvent=false
&mode=ADD
&sessionID=309a0ab9-74a9-495f-bb67-9b0789939d57
&data=SERVER
&serviceTrack=EE353446-DEC8-4ECF-81AA-D97CA183B0D5
&event_id={2274E0EF-10D8-4341-A75B-490F7947B922}

We want to keep this URL the same as much as we can but there are some variables we need to identify in here so that we can generate a unique URL for each form instance based on whose client record we are working on. If I just dumped this URL onto a form statically, I would always be creating collaterals for the client whose record I had open when I grabbed this URL along with some other problems. The parts we need to examine more closely are anything with a GUID.

The pieces of this URL that we will need to generate dynamically on our form are

  • parentValue – this is the people_id of the client for whom we would be creating the collateral
  • sessionID – this is the id of your current session. If this is not updated for each login session, the popup window will take you to a myEvolv login screen
  • serviceTrack – this is a client-related id similar to the parentValue

event_id does not need to be changed. I am not sure what it is but the value stays the same no matter which client record so its safe to bet you can keep it static.

Form Design – Adding a URL Variable

On your form, insert a new variable wherever you want it to display on your form. You can name the variable whatever you would like and caption it however you would like. I typically make the field not modifiable so that users can’t make changes to the url that might have an adverse effect. You might also want to shorten the display length so that it looks better on the form.

url-properties

We then need to concentrate on generating the URL string that will be our default value for this variable. For those of you who have not done URL string building, it just involves a lot of string concatenation. We first create a variable and assign it a string value that is equal to the first chunk of static text. Then we concatenate our first variable. Then concatenate the next chunk of string that is static and so on until we have our full url.

The first section of the url that is completely static is https://myagency.netsmartcloud.com/new_person_form.asp?process_code=COLLATERAL&form_id=NEW_COLLAT_SEARCH&parentValue= so the first line of our code will be

var myUrl = 'https://myagency.netsmartcloud.com/new_person_form.asp?process_code=COLLATERAL&form_id=NEW_COLLAT_SEARCH&parentValue=';

Then we need to append our variable for parentValue, which is the people_id of the client whose record we are in. That comes to the current form already loaded in a variable called parentValue so we can just plug that in here

myUrl += parentValue;

Then we can append the next chunk of static url

myUrl += '&key_value=&addAllowed=true&editAllowed=true&deleteAllowed=true&isAmendment=false&isCompleteScheduledEvent=false&mode=ADD&sessionID=';

And now we have to append our sessionID, which is also already loaded into a variable by the same name

myUrl += sessionID;

Then the next static chunk

myUrl += '&data=SERVER&serviceTrack=';

And the serviceTrack variable (again, handily available in a variable already)

myUrl += serviceTrack;

And then the last bit of the url

myUrl += '&event_id={2274E0EF-10D8-4341-A75B-490F7947B922}';

Now that we have our url loaded into a variable, we just need to output it so our final line is simply

myUrl;

url-field-on-form

Full Code Block

***Remember to change myagency at the beginning of the url to match your agency’s url if you are copying and pasting this code.***

var myUrl = 'https://myagency.netsmartcloud.com/new_person_form.asp?process_code=COLLATERAL&form_id=NEW_COLLAT_SEARCH&parentValue=';
myUrl += parentValue;
myUrl += '&key_value=&addAllowed=true&editAllowed=true&deleteAllowed=true&isAmendment=false&isCompleteScheduledEvent=false&mode=ADD&sessionID=';
myUrl += sessionID;
myUrl += '&data=SERVER&serviceTrack=';
myUrl += serviceTrack;
myUrl += '&event_id={2274E0EF-10D8-4341-A75B-490F7947B922}';
myUrl;

Troubleshooting Tip

You can see the results of your concatenation in the URL variable on the form so if you keep it modifiable and give yourself a generous display size, you can check to see where you might have left pieces out by mistake.

launching-form-url

Quirky Behavior

If you built your URL string correctly, you should launch the Add Collateral window from your form. One thing I have noticed is that after you fill out the form and hit save, the form does not close or give any indication that the collateral had been added successfully. One challenge in getting the form to behave any different is that these forms are system not-modifiable so we don’t have the ability to go in and add a window.closeAfterSave = true snippet to them. Users must be trained to close the window manually after they have saved the form without triggering an error for things like blank required fields.

We are using cookies on our website

Please confirm, if you accept our tracking cookies. You can also decline the tracking, so you can continue to visit our website without any data sent to third party services.