Form templates

TABLE OF CONTENTS

• Creating form templates
• Form builder
  • Form elements
  • Building templates
• Managing form templates

Creating form templates

Navigate to the Form Templates page. Click the plus icon (+). Enter a name for the template and click "Create". Click the name of your template to open the form builder. Select any blocks under "Form elements" to insert them into the template. Configure the elements as required and click "Save" to confirm your changes.

Form builder

Forms are created by combining and customising blocks to insert all the fields required to capture necessary information for a request. 

Form elements

Below is a list of descriptions for the blocks used to create form templates.

Building templates

The following tools and options are available for building and customising form templates.

Insert a block: Click on a block under "Form elements" to insert it into the builder.
Delete a block: Click the bin icon on a block to delete it.
Make field mandatory: Check the box next to "Mandatory" on a block. A user will not be able to submit the form until mandatory fields are completed.
Re-order blocks: clicking anywhere on a block enables it to be dragged and dropped in another position in the workflow.
Edit text: click the pencil icon next to a field to rename it or add a description.
Add option: creating options for users to choose from is required when using the single or multiple choice blocks. Click "Add option" and then "Add field" to insert any choices. Click "Submit" to save the options.

Managing form templates

Edit template

1. Click on the name of the template you want to edit.
2. This re-opens the form builder and allows any changes to be made.

Rename template

1. Click on the checkbox of the template you want to edit.
2. Click the pencil / edit icon.
3. Enter a new name and click "Edit" to confirm.

Duplicate template

1. Click on the checkbox of the template you want to duplicate.
2. Click the copy icon.
3. A duplicate form will be created and appear at the bottom of the list, named "copy".

Delete template

1. Click on the checkbox next to the template you want to remove.
2. Click the bin icon and then "Delete" to confirm the removal.