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Form Templates

Form templates define reusable form structures with sections and dynamic fields. They are imported into projects to create client-facing questionnaires.

Accessing Form Templates​

Navigate to Templates → Forms in the org-scoped sidebar.

Route: /org/:id/templates/forms

Form templates

Creating a Form Template​

Step 1: Click New Form Template​

New Form template

Step 2: Enter a title and click Create​

Create Form template

Step 3: Open the form builder​

Click the template row to open the dynamic form builder.

Form template builder

Editing a Form Template​

Use the form builder to:

  • Add and remove sections
  • Configure field types (text, textarea, select, checkbox, file upload, etc.)
  • Set field labels, placeholders, and validation rules
  • Preview the form layout

Form template new field

Deleting a Template​

Use the row action menu or bulk delete. Confirm in the dialog.

Delete Form template

Importing into a Project​

From a project's Forms list, click Import Template and select a form template. See Manage Forms for the full workflow.

Import Form template