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Building form templates

Forms & AuditsFor adminsVerified 7 Oct 20261 min

Starting a new template

Go to Forms > Templates and select New Template.

  1. Give the template a name and description.
  2. Drag in the field types you need, in the order you want them to appear.
  3. Set each field's label, whether it's required, and any validation rules.
  4. Configure the sign-off or approval workflow, if needed.
  5. Save and publish the template so it becomes available to fill in.

You can duplicate an existing template as a starting point instead of building from a blank one.

Walkthrough video

Every step above, performed once in a demo organisation.

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