Form Templates
How to change create, edit and manage Form Templates
- Manage Forms in the Performance tab
- 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
- Form Template Version control
- Create a new version of a Form Template
- Forms delegation