This article outlines how to create, edit and manage form templates. Form templates provide the structure of a form that users will interact with and add information to when completing a form.
This article contains the following Topics
Creating a Form Template
1. Navigate to Administration > Documents > Form Templates.
2. Click Create From Template.
3. Fill out the below sections:
Title: The title of your Template.
Category: The form category that this template and form relate to. For more information on creating Form Categories please see the article Create and Manage Document Categories.
Description: A brief description of what this form is used for.
4. Click Save.
5. The Form Template Structure tab will open.
6. Click Add New Section and create a Title for your Section.
7. Click Save.
8. Click anywhere on the New Section to expand this and then Click Add Field to being adding fields to the Section.
đ | You can add multiple Sections to a Form and multiple fields under each section. |
9. The Below sections will be available when creating any new field.
Label: Name of the field shown in the form.
Info: Text that will appear near the information icon next to the field Label.
Help Tip: Text that will appear when hovering over the information icon.
Help Text: Text that will appear when accessing the link within the information icon pop up.
Export field name: Name of the field seen when exporting the form status report. If this is not populated the field Label will be used.
Type: The type of field to be created. This will provide additional configuration options depending on what is selected.
Required: Whether a field will be mandatory to complete before submitting a form.
10. Click Save.
11. Click Publish Changes at the bottom of the page. The Form template will then be available for selection within a Form.
12. Click Yes, publish changes.
13. Confirm by clicking Ok.
đ | You may check the current form template structure as users would see it by clicking on the Form Template Preview tab. |
Editing a Form Template
1. Navigate to Administration > Documents > Form Templates.
2. Search for the Form Template that you wish to Edit.
3. Click Actions and choose Edit.
4. Make any changes required to Sections and Fields within your Template.
5. Click Publish Changes.
6. Click Update Form Usages to apply these changes to the structure of form(s) linked with the template.
7. Check the Forms that need to be updated and Click Update Selected Usages.
â | It is recommended to have only one Form Template connected to one Form. This is to avoid overwriting template structures and affecting reporting. |