Form templates are an excellent feature to assist staff when creating forms that are used multiple times. You create a template, and when needed you simply apply the template and adjust any changes to it.
To create a form template please follow the steps below:
- Go to your Dashboard and tap on Forms then in the dropdown select Templates
- Tap on Add on the top right of the screen
- Enter the title of the form i.e. CCTV Policy
- Enter form content i.e. description of Policy
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Add as many questions as needed
- Multiple choice: you will give options for answers and the user will be able to select only one answer
- Checkbox: You will give options for answers and the user will be able to select multiple answers
- Short answer: You will ask a question and user will be able to free type their answer
- Enable Comment: User will be able to free type a comment in addition to their answer
- Comment mandatory: User will not be able to submit the form if not entering a comment
- Add Option: Where you can write the answers you expect from users i.e. Yes or No
- Preview: You can view how the form will work for users and test answers to ensure you are happy before submitting
- Submit
Note: After a template is created you can edit the template by tapping on the paper icon on the right corner of the screen. Make changes as needed and Submit.
Publish
If you have a template that is not published you can make it visible for users to use the template by Publishing. Simply select the template that is unpublished and tap on Publish at the top right of the screen. Note that this does not make visible for users on the app side but for users on the Dashboard/ Forms.
Unpublished
If you have a template that is currently not to be used you can unpublish until further notice. Simply select the template that is published and tap on Unpublish at the top right of the screen. Note that this does not Unpublished any forms that are visible on the app side which was created based on this template but only for users on Dashboard/Forms.
Delete
If you have a template that is not to be used anymore you can delete it by simply selecting template form and tapping Delete.