Editing custom elements in your templates is a straightforward process that allows you to customize the content of documents and templates to suit your needs.
The following steps will guide you through the process and highlight the editing options that are available.
For information about editing document templates as a whole, please click on the button below:
What is a Custom Element?
A custom element is a flexible and customizable building block used within document templates in Kalix. It allows users to create unique fields, sections, or content that can be tailored to the specific needs of your practice.
Custom elements are often used to capture specialized data, or create fields for user input, making documentation more efficient and personalized.
Key uses of custom elements include:
Creating fields for entering client information, notes, or responses.
Tailoring the documentation experience by allowing full control over the type and format of data collected.
Custom elements enhance the functionality of your templates, enabling you to streamline workflows and maintain consistency across different documents.
To learn about other template element types, please click on the button below:
Opening a Custom Element
Whether you want to adjust the formatting, update field types, or modify the overall content, there are two main ways to locate custom elements: through the template itself or via the Custom Elements page under Documents.
Via A Document Template
Open your document template.
Scroll to the custom element you wish to edit.
Click on the pencil icon located on the top right of the element in the light purple edit bar.
4. The custom element will open up in a pop-up window.
5. Edit the content of the custom element.
6. Click Save once you’re done editing.
Via the Documents Tab
Click on "Documents" in the top menu bar and select the sub-tab "Custom Elements."
Choose the custom element you want to edit by clicking on it.
Edit the content of the custom element. A preview of your changes will appear below.
Click Save once you’re done editing.
Editing a Custom Element
Custom elements can be edited in a variety of ways. Below are the most common editing options:
Formatting Options
When editing a custom element in Kalix, various formatting tools are available to help style the content. These options are located in the text editor toolbar at the top of the content section within the custom element editor. Here’s where you can find each tool:
Headings for structured layouts
Bold, italics, strikethrough, and underlining for enhanced text emphasis
Creating lists using bullets and numbering to organize information clearly
Aligning paragraphs (left, right, and center) to customize the text layout
Inserting hyperlinks to add links to external websites or resources
Adding images, such as your practice logo, to enrich documents with visual content
Drawing tables to present data in a structured format
Quick Snippets creation and insertion, allowing you to store and reuse commonly used content across multiple documents or templates Click Here for Detailed Information.
Auto text fields for dynamic data entry (e.g., client name, appointment date, document date). Click Here for Detailed information.
Adding & Editing Fields
Fields in custom elements are where users enter or select information. You can add, remove, or modify fields to capture specific data. Kalix allows for unlimited customization of fields, making it easy to adapt them to your workflow needs.
Types of Fields
Kalix offers a variety of field types that can be included in custom elements. These include:
Text Fields: For free text entry. Text can be unlimited, and you can press enter to add new lines and paragraphs.
Single Select Dropdowns: Users can choose one option from a predefined list.
Multiple Select Dropdowns: Enables users to select multiple options from a dropdown list.
Checkbox (Yes/No): A checkbox to select for Yes. Unselect for No.
Multiple Choice Grids: This field presents a grid where users can select multiple options by ticking checkboxes across with all options visible.
Date Fields: These are specifically for entering dates and are useful for appointments, deadlines, or birthdates.
Time Fields are used to capture specific times (e.g., appointment times), ensuring accurate time tracking within forms.
How to Edit Fields:
To edit an existing field, use the Content section of the custom element. Click specifically on the field's placeholder, as shown below.
A pop-up window will appear.
Make your changes and click outside of the window to close.
Adding Field
To add a new field, in the content editor, place your cursor in the location you would like the field to be added.
Select the Add Field button.
A pop-up window will appear. The available options are listed below:
Field Type: Select the type of field needed.
Instructions (Optional): Enter any instructions on how the field should be completed. The text will appear above the field as it is being filled in.
Units (Optional): If the field is a number, you can enter the unit of measurement, e.g., lbs, kg, or mg/dL.
Enter Options (One Per Line): This option will only be available if a single-select, multiple-choice grid, or multiple-select field type is selected. Enter the options you want to select from.
Change Field Type:
If you need to modify the type of an existing field (e.g., changing from a text field to a multiple select dropdown), click on the field type dropdown below the field you want to adjust. Select the desired field type and make any additional modifications.