Collect information from multiple clients through your custom Intake Form

If your custom Intake Form includes fields to gather information from multiple clients or multiple parties (such as family members), you can group them together and utilise the Repeat Fields feature. This will save you the effort of manually creating each individual field. 

Table of Contents

• Getting Started
• How to utilise the Repeat Fields feature
• How mapped fields from multiple clients appear in the lead or matter
• Handy hints

Getting Started

Open the Intake Forms list from either:

triConvey Desktop App triConvey Companion Site Web App

Select File from the top-left corner and then select Intake Forms.

Select the gear icon from the bottom-left corner and then select Intake Forms.

How to utilise the Repeat Fields feature

1.    Click on your custom Intake Form from the list to enter the editor. 

2.    Drag the Group of fields component onto the form and place it where you want the fields to go.

3.    Add the components that should go in the Field Group by dragging and dropping them into it.

4.    You can also drag and drop existing components into the Field Group.

Tip:  You may need to update the mappings of Mapped Field components.

5.    Once you are happy with the Field Group, select the Group Settings icon on the top-right corner of the Field Group and then select Repeat Fields.

6.    Rename the Field Group name - this information appears on the Intake Form.

7.    Select Preview Form at the top of the Intake Form editor to test the repeated fields. If set up correctly, there should be an Add link at the bottom of the grouped fields, where the next party's information can be entered.

How mapped fields from multiple clients appear in the lead or matter

If your group of fields includes mapped components, the information entered in those fields will be displayed in the Lead Info or Matter Info sections.

If the Matter Info is not updating, you may need to open the Intake tab in the matter and map the details to a new or existing triConvey contact.

Handy hints

Repeated groups are denoted with a circular arrow icon next to the group name.

Some triConvey intake forms (e.g. Conveyancing forms) already include repeated groups and fields. You can duplicate these forms and customise them further if you prefer to start with an existing form.