Export the form from you would like to update for the EHR.
- Open Form from Form DesginEHR 5x (VHR/CDT)
- Copy the Form Name from Properties and use it as the file name when saving.
- Select File > Export Form
- Paste the Form Name in and select Save.
- This will create .sql files and a .form file.
- Copy the .sql files to your R drive on your SAAS server.
- Modify the Table script to work with the table standards.
- Open the exported script in SQL Management Studio.
- Open the eV_FormTemplate.sql script (template for creating new eV compliant tables).
- Copy the original table name from the exported table script.
- Double click on FormTemplate from within the template script.
- Select Ctrl-H (Find and Replace).
- Place the original table name in the replace with
- Select Alt -A or the button to the right to replace all instances in the script (15).
- Select Save ev_FormTemplate and paste in the name of the original table name to save outside of the database.
- Copy the agency specific fields from the original table and place under the agency specific fields comment (do not copy Client, uniqueid_c, touch_user, touch_date, createuser_c, create_dt, noteid_c).
- If you had containers within your form with multiple tables then you will need to update those tables as well.
- Open the _moveform.sql from the exported sql scripts.
- If a FormLocation was selected in the original form then you will need to change it to the existing FormLocation value in the EHR.
- At the very bottom of the _moveform.sql you should see the insert into FormsWithLocations. Change the third value that corresponds with FormLocation to: 20180806141123080701FB75FC3E6411D8DD
- Run the _moveform.sql and ignore the errors.
- Place the validations in the database.
- Open the _validations.sql script and run it against the database.
- If the validation used views or functions in CDT/VHR then those will need to be scripted out separately from the CDT/VHR database and placed in the database.
- Open the newly imported form in FormDesignEHR 6x for the EHR.
- Select the main grid to view the form properties.
- Select the location from the ellipses.
- Select the new table name from the Table property.
- This should automatically populate ID in the Form Link Field property.
- Update Client to Client
- Update date_d (or whatever the main date field was) to VHRStartDate and if two dates were used then use VHREndDate, too.
- Update all container links as well as form link properties to take the new ID and Client columns into account.
- Check the last property on the Form Properties: Use Legacy Styles.
- Change form location Timeline to eV Timeline.
- Place the new form on the VHR within the EHR via Configuration-> VHR Time Line > Category Depiction Manager.