Prospective Client: Deconstruct
From PikaDocs
By Brian Lawlor & Mark Sawyer
Legal Services of Northern California (http://www.lsnc.net/)
From the Home Page (under Frequent Tasks) or the Site Map (under Case List), you can select "New Client Intake," which triggers display of a page with various search-form elements for locating existing client or contact data that relates to a "Prospective Client," i.e., the so-called "new" client intake. The Concordance lists the three files that make up this intitial page for screening potential clients:
- intake2.php
- default.html
- intake_contact_list.html
The intake2.php file is located in the Pika default directory. The default.html file is located in the /templates subdirectory and the intake_contact_list.html file is located in the /subtemplates subdirectory. The Prospective Client screenshot shows which file provides the code for particular parts of the page you see when first navigating there. The header, horizontal and footer elements, which derive from the default.html template, are detailed at Home Page: Deconstruct and will not be repeated here. Instead we focus on the two other files: intake2.php and intake_contact_list.html.
When you first click on "New Client Intake," it triggers intake2.php, which in turn invokes the Pika default page design elements and, more importantly, at lines 21-23 calls up, in sequence, its distinctive "content" via intake_contact_list.html; a new "page title" labeled "Case Intake"; and a new "nav" (i.e., breadcrumb location), also labeled "Case Intake." Each is highlighted below:
The heart of this initial new client intake screen, of course, is the cluster of search form elements located in the intake_contact_list.html file. The XHTML structure of this file, like others within Pika, is a TABLE built as a container for the various FORM elements, plus field validation scripts for checking entry of the Social Security number, area code and/or telephone number in their corresponding fields.
It is easy enough to edit the labels that correspond with the various page elements. As highlighted below, at the corresponding code lines, you can locate the the heading "Prospective Client," as well as the labels for each of the input fields (the specific code line may vary, depending on which version of the template you have installed):
You can also edit the names on the two search buttons by changing the corresponding text, highlighted below:
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