Article Content

Overview

The Intake Agent Config Validation will include nested form configurations, which are used to traverse relationships and create objects during chat interactions while using Intake Agent. This will prevent missing entities, incorrect question counts, and runtime failures.

Nesting one form into the Intake Agent form allows user to collect object information separately.

For Example, A user is reporting a workplace incident involving multiple parties. The Nested Structure is as follows:

• Layer 1 (The Involvement): The agent asks, "What was the person's role in this incident?" The user selects "Witness." (This uses the Involved Person form).
• Layer 2 (The Identity): Once the role is defined, the agent needs to know who that witness is. Because the forms are nested, the agent automatically triggers the Person form to collect the name, contact details, and employee ID.

By nesting the forms, you separate the nature of the involvement (Victim, Suspect, Witness) from the identity of the person. This allows the system to link one person to multiple incidents in different roles without duplicating their core identity record.

User Account Requirements

The user must have Administrator permissions to access a configurable form.

Related Information/Setup

Please refer to the following articles for further information:

• Intake Agent Quick Start Guide 
• Configurable Forms Overview
• Creating an Intake Agent Form

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Configurable Forms tile in the Views section. 

Configurable Forms Tile

4. From the Admin: Configurable Forms screen, enter the name of the Primary Intake form in the Search field.

Search Field

5. Click the Primary Intake form link. 

Primary Intake Form Link

Adding a Nested Form to an Intake Agent Form

Any Nested forms (sub-forms) must be associated with the correct relationship object type to appear as a selectable form and have the Chat Interface for Portal toggle switch enabled.

All Nested forms (sub-forms) must be created prior to linking them to the primary Intake Agent form. 

1. From the Admin: Edit Configurable Form screen, click the Edit icon beside the form name.

Edit Icon

2. Make sure that the Chat Interface for Portal toggle to turn it on.

Chat Interface for Portal Toggle Switch

3. Scroll to the Form Canvas and locate a relationship you want to add the nested form to or drag-and-drop a relationship from the Form Elements section to the Form Canvas.

Relationship

4. Hover the cursor over the relationship and select the Edit icon.

Edit Icon

5. From the Edit Component Display pop-up, scroll to the bottom and locate the Object Type Forms section. Then, from the Select form to use for each Object Type dropdown menu, select the nested form you want to link to the primary Intake Agent form.

Edit Component Display Pop-up

6. Click the Open Form button to view/edit the nested form. For further information on editing a relationship, please refer to the Creating an Intake Agent Form article. 

Open Form Button