Procedure
Building a form
Walks an administrator through designing a form in Glyph, laying out its fields, and publishing it for staff to fill across the hospital.
This page walks an administrator through designing a form in Glyph, laying out its fields, and publishing it for staff to fill across the hospital. You arrange the form in the builder, set its checks, and publish a version that staff pick up wherever the work happens.
Before you start
Design the form
- 1
Open the builder
In Glyph, open New form. Give it a Name and a short Description that tells staff what the form is for. If a similar form already exists, open it and choose Duplicate, so you start from a known layout.
- 2
Add the fields
Drag a field from the palette onto the canvas. Choose its type, such as
text,number,date,single-selectorsignature. Set the field Label to the words staff will read. Add each field the form has to capture. - 3
Mark what is required
Select a field and set it Required where an entry has to be present. A form completes once its required fields carry a value, so reserve Required for the entries that matter to the record.
- 4
Set validation and calculation
Give a field a range or a format so an out-of-range entry is caught as it is typed. Add a calculated field to derive a total or a score from other entries. If a rule needs another field first, arrange that field earlier in the layout. Read validation and calculation for the checks a form can carry.
- 5
Arrange the layout
Group related fields into Sections and set their order. Set a field to appear only when an earlier answer calls for it, so staff see the entries their answers make relevant. If a field sits in the wrong section, drag it to the right one and the order follows.
- 6
Preview and test
Open Preview and fill a test copy as a member of staff would. Confirm that required fields hold completion, that a range fires when you enter a value outside it, and that a calculated field updates. If a check behaves differently from what you intend, return to the field and adjust its rule.
- 7
Publish
Choose Publish. The form becomes available to the staff and places you set, and Glyph records this as a version. A later edit publishes a new version, and forms already filled stay bound to the version that was in force when they were filled.
Field types
A field carries a type that sets how staff enter it and how the form checks it.
Free text, short or long, shown as entered.
A numeric entry, open to a range check.
A calendar date or a date and time.
One option chosen from a defined list.
One or more options chosen from a list.
A value derived from other fields, held read-only.
A formal sign-off, used on a consent form.
Publishing and versions
A published form carries a version
Each publish records a version of the design. Staff always fill the current version, and a filled form is bound to the version that was in force when it was filled. This is what lets you improve a form over time while every completed copy stays true to the design it was filled against.
Common questions
Can I change a form after staff start filling it?
Yes. You edit the form and publish a new version. Forms already filled stay bound to their own version, so an earlier filled copy reads as it stood.
How do I make one field depend on another?
Set the field to appear only when an earlier answer calls for it, and place that earlier field first in the layout so its value is present when the rule runs.
Where does a published form show up for staff?
A published form reaches staff at the places you set, such as at triage, against an order, or as a step inside a process.
Read how staff fill and lock the form you publish.