Configure the health screening form

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Provide additional information on contacts or consumers to health screeners by adding fields to the health screening form.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > Service Catalog > Catalog Definition > Record Producers.
      1. In the Record Producers list, search for Screen a person in the Name column.
      2. In the Variables related list, click New.
      3. Create a variable.
        For more information about the different types of variables and how to configure them, see Creating variables.
      4. Click Submit.
      5. In the Catalog Client Scripts related list, open Show additional CSM fields.
      6. Add the variable to the client script as a consumer or contact field.
        For more information on client scripts, see Client scripts.
    2. Navigate to Activity Subscriptions > Script Includes.
      1. Add the variables to the HealthScreeningUtil script include.
        For more information on script includes, see Script includes.