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  1. Unicorn Training
  2. Super Administrator Features
  3. Form Templates

Form Templates

How to change create, edit and manage Form Templates

  • View existing Form Templates
  • Create a Form Template
  • Use a Fixed Workflow when creating a Form Template
  • Introduction to Editable Workflows
  • Create an Editable Form workflow
  • Set Owners and Contributors in Editable Workflows
  • Manage fields across Stages when using an Editable Workflow
  • Add a section to a Form Template
  • Add a field to a Form Template
  • Convert fields to Personal Custom Fields
  • Add Objectives to a Form Template
  • Push and pull User data between Profile and Forms
  • What is field validation?
  • Add validation to a field
  • What happens if a Form does not pass validation?
  • Set who will receive Form withdrawal/rejection emails
  • Publish a Form Template
  • Create a new version of a Form Template
  • Form Template Version control
  • Manage Forms in the Performance tab
  • Forms delegation
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