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Adding a Section Header, Text Block, and Text Box to a Question for Note Templates

Updated

Description:

This quick guide outlines the steps required to add a Section Header, Text Block, and Text Box to a question.

 

About:

A Section Header, Text Block, and Text Box can be added to a question in Curve Forms. After the question is added to a template in Curve Forms, the question can be opened in a templated note within Curve Hero.

 

Contents:

The following topics are included in this quick guide:

  • Section 1 - Opening the Questions Section in Curve Forms and Adding a Question

  • Section 2 - Adding a Section Header to a Question

  • Section 3 - Adding a Text Block to a Question

  • Section 4 - Adding a Text Box to a Question

  • Section 5 - Saving the Question

  • Section 6 - Adding the Question to a Templated Note in Curve Hero

Steps:

Section 1 - Opening the Questions Section in Curve Forms and Adding a Question

  1. Open the quick guide, Adding a Question in Curve Forms, and follow the steps in Sections 1 and 2. For adding a question, complete steps 1 to 5 in Section 3.

Section 2 - Adding a Section Header to a Question

  1. In Curve Forms, within the applicable question, drag and drop the Section Header into the Question Builder.

 

 

 

  1. The Section Header will display in the Question Builder.

 

 

 

  1. Hover the cursor over the Section Header to display the settings menu, then click the Edit icon.

 

 

 

  1. In the Component dialog box, within the Label field, enter the updated Section Header.

Note: The Preview pane will display changes in real-time.

 

 

 

  1. Click the OK button.

 

 

 

  1. The updated Section Header will display.

 

 

 

Section 3 - Adding a Text Block to a Question

  1. To add a Text Block to a Section Header, drag and drop the Text Block into the Section Header component field.

 

 

 

  1. The Text Block will display in the Section Header field.

 

 

 

  1. Hover over the Text Block and click the Edit icon.

 

 

 

  1. In the Component dialog box, enter a name for the Text Block.

 

 

 

  1. In the editor field, enter the Text Block details.

 

 

 

  1. Click OK.

 

 

 

  1. The updated Text Block will display.

 

 

 

Section 4 - Adding a Text Box to a Question

  1. Drag and drop the Text Box into the Section Header component field.

 

 

 

  1. The Text Box will display in the Section Header field.

 

 

 

  1. Hover over the Text Box and click the Edit icon.

 

 

 

  1. In the Component dialog box, enter a name for the Text Box.

 

 

 

  1. Click OK.

     

  2. The updated Text Box label will display.

 

 

 

Section 5 - Saving the Question

  1. Click the Save button.

 

 

 

  1. The Questions section will open and the question will be saved.

 

 

 

Section 6 - Adding the Question to a Templated Note in Curve Hero

  1. Once added to a template, the question can be opened in a note.

 

 

 

  1. In the Text Box field, enter the required information.

 

 

 

  1. Click the checkmark icon to close the editor.

 

 

 

  1. The note details will display in the dialog box.

 

 

 

  1. Click Save to close the dialog box.

 

 

 

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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

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