Create a Form Template

Enterprise admins and project admins can create a form template on which project forms can be based.

Templates exist at the enterprise level and can be used to create forms at the project level.
  1. On the project dashboard page, go to Manage All Projects.
    The Projects list page appears, showing every project that's been enabled for your enterprise.
  2. Under the Project Forms column, ensure that the check box is selected next to the project(s) that you want enabled for forms creation.
  3. Select the settings icon , and then select Project Administration.
    The Form Templates page appears.
  4. On the Custom Forms tab, select Create Category.
    The Create Category window appears.
    Note: You must have at least one category created before you can create a form template.
  5. Enter a name for the new category (for example, Safety).
  6. Select Save.
  7. On the Custom Forms tab of the Form Templates page, select Create Template.
    The Template Builder page appears.
  8. In the Name field, enter a name for the template.
  9. From the Category drop-down list, select a template category.
  10. To create your template, you can add the following Template Builder page options:
    • Add New Section - to add a new section to your template.
    • Add Question Type - to drag-and-drop a question type (for example: Check box, Date, Multiple Choice) to a section. For details on options, see Template Builder Question Types and Other Components.
      Important: If you are adding Dropdown, Multiple Choice or Single Select questions to your form template, be sure that you have added lookup details via the Lookups tab. You may also click Add Lookup from within the template.
      Note: When adding a question to a form, under More Options there is a place for Help Text which allows you to provide instructions that display in every form created from this template.
      Note: Additionally, when filtering forms to a single template on the Forms page for a project, the Grid Header is used as the column header, and will display all question answers for all forms created from the selected template. We suggest creating brief grid headers to make this display easier to view.
    • Other - to add additional components (for example: Currency, Percentage, Signature, Time, Yes/No, or to upload a fillable PDF) to a section.
      Note: Each Template Builder question type or other component provides you with options to Allow Attachments, Require Attachments, add Help Text, and add a Grid Header when you add a question type or other component into a section and select More Options. Each question type or other component can be set to Required and/or Active.
    Important: If you are adding Dropdown, Multiple Choice or Single Select questions to your form template, be sure that you have added lookup details via the Lookups tab.
  11. Select Save.
Once you have created a template, it can be accessed via the Forms tab within a project.
Once you have created a template, it can be used to create forms within projects by accessing the Forms tab with a project.