Create Custom Input Section

1. Navigate to Setup > Activity Input Form > Edit and the Configure Form page will display.
   
2. Under the Content section click Add Section to create a custom input section. You can also show, hide, or reorder sections here.
   
   

   If a section dropdown has Reorder next to it, it indicates a Default Section, meaning its fields cannot be configured (though activity classifications and section settings can be modified). Only sections labeled Custom Section Reorder have configurable fields.
   

    
   • You can also click the Pencil (Edit) icon to edit an existing section.
3. The Add Section: Level page will display. Fill out the form by following the steps in the table below:
   

Section	Information
General Information	It is recommended to put Instructions for every section about: What data is expected to be collected How often this data is expected to be collected if it is being pre-loaded from another system, and if it is required Any links to important information can also be provided here
Section Fields	The default subsection name is Input Form   Click the blue arrows to edit Subsection and Field information. Add Label to Vita Output Example If the field label is Number of Hours and the value is 10, the vita output will show Number of Hours: 10 if this box is checked. On the other hand, the vita output will just show 10 if this box is not checked.   Field Type Field Options Text Fields: text box, large text area, rich text editor, URL (character limit can be set) List Fields: dropdown, dropdown with other, checkboxes (multi-select), radio buttons (default lists include Yes/No, US States, Canadian Provinces, Countries; custom lists can be created or uploaded via .csv) Date Fields: date (calendar picker), date and time, month and year, month and year with ongoing, year Numeric Fields: numeric, numeric total, phone number, currency   Set Default Value & Limit Number of Characters Checkboxes It is recommended to check both boxes next to the Set Default Value and Limit Number of Characters fields. If these boxes are selected, they cannot be left blank or the form will not save.
Activity Classifications	Identifies how and where to use activity classifications, which can serve as tags/filters in reports. Use drag-and-drop to select the desired classification.
Input Form Options	Identifies who can edit and manage the data in this section.
Other Section Settings