Insert a Collapsible Panel Field

You can insert expandable/collapsible panels to show/hide a larger amount of content on a single template. You can include a background image on the panel.

After you create a collapsible panel, you can add other fields and triggers to it. You can also swap the position of two selected collapsible panels.

Note: At run time, the states of all collapsible panels on a template are recorded in the user_template_panel_prefs.panels_open database field after the template is closed. This database field contains a 1 if the corresponding panel is open, and a 0 if the corresponding panel is closed. The order that this field displays the state of each collapsible panel is synced with the order that the panels are displayed in the user_template_panel_prefs.panels database field. The state of the collapsible panels is recorded for each template that is closed by the user and each recording is only associated with the user who is currently logged on to NextGen® Enterprise EHR.

The last state of the collapsible panel is retained the next time the user opens the template that contains the panel. This field cannot be used on Extended Popup or Extended Popup View template types. You may need to enlarge your template to make room for the field. You can use the template size preference to adjust the size of your template.

Drag the Collapsible Panel icon from the Fields toolbar to the template design area where you want to place it.
The Collapsible Panel window opens.
In the Name text box, enter the name you want to assign.
To reposition the panel vertically and resize the height of the panel on the template, do the following:
1. Enter the appropriate numeric value to replace the current vertical coordinate displayed in the second Position text box.
  The first value for the horizontal coordinate is set automatically. You can use a template Pos X Panels preference to specify a fixed starting position for the collapsible panel. You can also drag the panel to another position.
2. Enter the appropriate numeric value to replace the current height displayed in the second Size text box.
  The first value for the width is set automatically, based on the template width and the horizontal starting position.
To automatically expand the panel when the template is loaded, select the Show Expanded checkbox.
The panel is collapsed by default.
To collapse the panel to a specified height, enter the height value in the Persistent Height text box.
The panel collapses to the height of the header by default. The persistent area is beneath the header.
If you do not want to show an expand/collapse Toggle button on the panel header at run time (up or down arrow), clear the Show Toggle Button checkbox.
This checkbox is selected by default. You can also expand/collapse collapsible panels by using the Toggle Panel trigger on a template field.
To automatically expand the panel when new rows are added to a data sheet on it, select the Auto Grow checkbox.
Any fields under the data sheet move down to accommodate the new size of the data sheet.
Note: You can set a Row Display Limit on the Insert Data Sheet or Data Properties window to specify the number of rows a data sheet displays before scrolling is required. A data sheet cannot grow beyond 100 rows.
If you add a background image to the panel, select the Stretch Background checkbox to stretch the image to the size of the panel.
If the Auto Grow option is also selected, the image stretches as the panel grows.
Note: An image may appear distorted when it is stretched to the size of the panel.
To display the panel with rounded corners, select the Rounded checkbox.
To update the font and color of the panel, select the Font and Color tab.
1. To change the entire font, select Font to display the Font window.
2. To change just the font size, select the Size up or down arrow to select a new size.
3. From the Style list, select the new style.
4. From the Header list, select the new header color.
5. From the Bkgnd list, select the new background color.
To add a background image to the panel, select the Background Image tab.
1. Select Hi-Res or Lo-Res.
2. To set the background image preference, enter the value in the Pos X box and Pos Y box.
  The Pos X and Pos Y enables you to specify the horizontal starting position (x axis) and vertical position (y axis) for background image.
3. To display the image with rounded corners, select the Rounded checkbox.
4. Do one of the following:
  - Select the background image from the Hi-Res or Lo-Res list.
  - To display the Open window for selecting an image that is not in the list, select the ellipsis button, select the image, and then select Open to enter the image in the Template Properties window.
  Template Editor displays the selected image in the Preview window.
  CAUTION:
  Do not use a background image that exceeds the size of the collapsible panel.
Select OK and save your template.

Insert a Collapsible Panel Field

You can insert expandable/collapsible panels to show/hide a larger amount of content on a single template. You can include a background image on the panel.

After you create a collapsible panel, you can add other fields and triggers to it. You can also swap the position of two selected collapsible panels.

Drag the Collapsible Panel icon from the Fields toolbar to the template design area where you want to place it.
The Collapsible Panel window opens.
In the Name text box, enter the name you want to assign.
To reposition the panel vertically and resize the height of the panel on the template, do the following:
1. Enter the appropriate numeric value to replace the current vertical coordinate displayed in the second Position text box.
  The first value for the horizontal coordinate is set automatically. You can use a template Pos X Panels preference to specify a fixed starting position for the collapsible panel. You can also drag the panel to another position.
2. Enter the appropriate numeric value to replace the current height displayed in the second Size text box.
  The first value for the width is set automatically, based on the template width and the horizontal starting position.
To automatically expand the panel when the template is loaded, select the Show Expanded checkbox.
The panel is collapsed by default.
To collapse the panel to a specified height, enter the height value in the Persistent Height text box.
The panel collapses to the height of the header by default. The persistent area is beneath the header.
If you do not want to show an expand/collapse Toggle button on the panel header at run time (up or down arrow), clear the Show Toggle Button checkbox.
This checkbox is selected by default. You can also expand/collapse collapsible panels by using the Toggle Panel trigger on a template field.
To automatically expand the panel when new rows are added to a data sheet on it, select the Auto Grow checkbox.
Any fields under the data sheet move down to accommodate the new size of the data sheet.
Note: You can set a Row Display Limit on the Insert Data Sheet or Data Properties window to specify the number of rows a data sheet displays before scrolling is required. A data sheet cannot grow beyond 100 rows.
If you add a background image to the panel, select the Stretch Background checkbox to stretch the image to the size of the panel.
If the Auto Grow option is also selected, the image stretches as the panel grows.
Note: An image may appear distorted when it is stretched to the size of the panel.
To display the panel with rounded corners, select the Rounded checkbox.
To update the font and color of the panel, select the Font and Color tab.
1. To change the entire font, select Font to display the Font window.
2. To change just the font size, select the Size up or down arrow to select a new size.
3. From the Style list, select the new style.
4. From the Header list, select the new header color.
5. From the Bkgnd list, select the new background color.
To add a background image to the panel, select the Background Image tab.
1. Select Hi-Res or Lo-Res.
2. To set the background image preference, enter the value in the Pos X box and Pos Y box.
  The Pos X and Pos Y enables you to specify the horizontal starting position (x axis) and vertical position (y axis) for background image.
3. To display the image with rounded corners, select the Rounded checkbox.
4. Do one of the following:
  - Select the background image from the Hi-Res or Lo-Res list.
  - To display the Open window for selecting an image that is not in the list, select the ellipsis button, select the image, and then select Open to enter the image in the Template Properties window.
  Template Editor displays the selected image in the Preview window.
  CAUTION:
  Do not use a background image that exceeds the size of the collapsible panel.
Select OK and save your template.

Insert a Collapsible Panel Field

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