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Form Editor Elements: Recorded Links (Linking to a document or webpage)

  • January 5, 2023
  • 0 replies
  • 164 views

Rob Place

Reading time 3 mins

 


Introduction


A Recorded Link is a URL link that the user must click on to complete the form. An example could be visiting an external website. Recorded Links can also be used to link to a document saved within Radar Healthcare's document management, that you want a user to read/have access to as part of completing a form. 


Recorded Link questions are always mandatory.

 


How do I set a Recorded Link?

 

  • From within the Form Editor, drag the Recorded Link from the left-hand elements pane, into the middle canvas.
Recorded link icon.

When you first drag the element, it will turn red, as can be seen in the image below.

  

Empty question.
  • Enter the details for the recorded link on the left-hand panel:
    • Label - this is the question itself
    • Link text - this is the text that will appear on the link button (see screenshot below)
    • Link destination - this is the URL that you would like to link to the form.

 


 

  • Below is an example linking to a web address, simply type or copy and paste the web address into the Link destination field.
Entering link.

 

  • When the user clicks on the link, they will be redirected to the given page.

 


 

  • If a document is saved in Radar Healthcare, it can be linked to a form for a user to download. This is often used in Workforce Compliance Requirements for example, to ensure that users have downloaded and read a policy. 

 

  • To find the link for a document, from within the document management section of Radar Healthcare, select the three-dot menu icon to the right-hand side of the document you wish to link to the form and select Copy URL.
Copy URL icon.
  • Navigate back to the Form in the Form editor.

 

  • Select the Recorded link element, as per the instructions above. 

 

  • In the Link destination field on the left-hand panel, paste the link that you have just copied.
Pasting document URL.
  • Enter the Label and Link text as required.

 

  • You can now see your link on the preview screen on the right-hand side.

 

  • When a user clicks on this link, the document will download directly to their computer/device.

 

  • Please note - when linking to a document, you must ensure that the permissions set on the document allow the users completing the form to access the document. If the permissions on a document restrict access to only certain roles any other users trying to follow the link will be unable to do so. 

 


FAQs

 

How do I add logic to a recorded link?

 

  • Drag a section element next to your recorded link in the canvas.
Drag a section into the canvas
  • Drag your recorded link into the section.  Using the section itself you will be able to add logic to ensure the section only appears based on the answer to a previous question and given our recorded link is within the section it will apply the logic to the recorded link.
Adding logic to a section.

 

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